BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

649 hedge funds and large institutions have $10.8B invested in Brown-Forman Class B in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 220 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+41
Holders Change %
+6.74%
% of All Funds
10.02%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
101
Increased
220
Reduced
204
Closed
49
Calls
$2.79M
Puts
$2.75M
Net Calls
+$44K
Net Calls Change
+$362K

Top Buyers

1
Fundsmith LLP
1
Fundsmith LLP
United Kingdom
$1.13B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$32.7M
3
BlackRock
3
BlackRock
New York
$1.1B
4
State Street
4
State Street
Massachusetts
$760M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$21.3M

Top Sellers

1
BP
1
BBR Partners
New York
$0
2
APG Asset Management
2
APG Asset Management
Netherlands
$83.2M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$11.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$7.06M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
626
Hantz Financial Services
Michigan
$3K +$3K +37 New
HS
627
Horan Securities
United States
$3K +$3K +41 New
BC
628
Barnett & Company
Tennessee
$3K +$3K +45 New
AWA
629
Amplius Wealth Advisors
Pennsylvania
$3K +$3K +46 New
FPS
630
Fieldpoint Private Securities
Connecticut
$2K -$313 -5 -14%
CFA
631
Carroll Financial Associates
North Carolina
$2K -$229 -4 -10%
CYG
632
Clean Yield Group
Vermont
$2K – – –
DHGWA
633
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$2K +21 New
PCMC
634
Paragon Capital Management (Colorado)
Colorado
$2K +$2K +25 New
TC
635
TAP Consulting
Missouri
$2K +$2K +31 New
JWA
636
JFS Wealth Advisors
Pennsylvania
$2K +$2K +32 New
MRCM
637
M&R Capital Management
New Jersey
$1K – – –
PWMG
638
Prestige Wealth Management Group
New Jersey
$1K – – –
CWC
639
Carolinas Wealth Consulting
North Carolina
$1K – – –
LIM
640
Longfellow Investment Management
Massachusetts
$1K +$1K +8 New
CA
641
CoreCap Advisors
Michigan
$1K +$1K +8 New
DWA
642
Delos Wealth Advisors
Texas
$1K +$1K +9 New
SC
643
Sierra Capital
Florida
$1K +$1K +10 New
SC
644
Schubert & Co
Texas
$1K +$1K +18 New
CWM
645
Curi Wealth Management
North Carolina
$1K +$1K +22 New
ED
646
Exane Derivatives
France
$801 – – –
ACA
647
Atlas Capital Advisors
Wyoming
$728 – – –
BP
648
BBR Partners
New York
– -$118M -1,762,078 Closed
NI
649
Nuance Investments
Missouri
– -$13.3M -198,344 Closed
Marshall Wace
650
Marshall Wace
United Kingdom
– -$9.56M -142,637 Closed
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