BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

608 hedge funds and large institutions have $9.91B invested in Brown-Forman Class B in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 218 increasing their positions, 204 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-19
Holders Change %
-3.03%
% of All Funds
10.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
51
Increased
218
Reduced
204
Closed
62
Calls
$1.72M
Puts
$2.04M
Net Calls
-$318K
Net Calls Change
+$206K

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$966M
2
Goldman Sachs
Goldman Sachs
New York
$96.8M
3
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$44.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$36.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$65.1M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
$363M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.41B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.59M
4
Principal Financial Group
Principal Financial Group
Iowa
$100M
5
DZ Bank
DZ Bank
Germany
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
QSS
626
Quantitative Systematic Strategies
Florida
– -$491K -6,553 Closed
IWM
627
IHT Wealth Management
Illinois
– -$438K -5,841 Closed
TCM
628
Teza Capital Management
Illinois
– -$399K -5,322 Closed
PAS
629
Park Avenue Securities
New York
– -$388K -5,175 Closed
SP
630
Symmetry Partners
Connecticut
– -$379K -5,061 Closed
NICM
631
Neo Ivy Capital Management
New York
– -$375K -5,008 Closed
AA
632
ALPS Advisors
Colorado
– -$349K -4,663 Closed
LSAG
633
Lake Street Advisors Group
New Hampshire
– -$294K -4,299 Closed
CS
634
Comerica Securities
Michigan
– -$319K -4,241 Closed
SM
635
Sciencast Management
New Jersey
– -$303K -4,100 Closed
CC
636
Claybrook Capital
Massachusetts
– -$291K -3,879 Closed
TAM
637
Todd Asset Management
Kentucky
– -$264K -3,451 Closed
LOAMS
638
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$254K -3,393 Closed
RIG
639
RiverFront Investment Group
Virginia
– -$249K -3,329 Closed
PP
640
Palladium Partners
Virginia
– -$221K -2,953 Closed
SWM
641
Sculati Wealth Management
Michigan
– -$221K -2,947 Closed
KPWS
642
Kestra Private Wealth Services
Texas
– -$218K -2,909 Closed
NHC
643
Nicholas Hoffman & Company
Georgia
– -$216K -2,881 Closed
EIA
644
Eldridge Investment Advisors
New Hampshire
– -$214K -2,850 Closed
BA
645
Bluesphere Advisors
Pennsylvania
– -$206K -2,750 Closed
HWMG
646
Hurlow Wealth Management Group
Indiana
– -$206K -2,744 Closed
PA
647
Profund Advisors
Maryland
– -$204K -2,744 Closed
JIC
648
Johnson Investment Counsel
Ohio
– -$204K -2,721 Closed
LA
649
LVW Advisors
New York
– -$203K -2,707 Closed
TMAM
650
Tokio Marine Asset Management
Japan
– -$202K -2,697 Closed
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