BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

657 hedge funds and large institutions have $10.1B invested in Brown-Forman Class B in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 241 increasing their positions, 212 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+3
Holders Change %
+0.46%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
241
Reduced
212
Closed
48
Calls
$8.59M
Puts
$2.52M
Net Calls
+$6.08M
Net Calls Change
-$1.13M

Top Buyers

1
Los Angeles Capital Management
Los Angeles Capital Management
California
$143M
2
CCM
Candlestick Capital Management
Connecticut
$38.3M
3
Millennium Management
Millennium Management
New York
$107M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$45M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.46B

Top Sellers

1
BlackRock
BlackRock
New York
$1.16B
2
Brown Advisory
Brown Advisory
Maryland
$208M
3
O
Ossiam
France
$849K
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$73.7M
5
PI
PineBridge Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
626
Standard Family Office
South Dakota
$4K +$4K +55 New
HS
627
Horan Securities
United States
$3K -$951 -13 -24%
HFS
628
Hantz Financial Services
Michigan
$3K – – –
CCA
629
Column Capital Advisors
Indiana
$3K – – –
LWA
630
Lowe Wealth Advisors
Maryland
$3K – – –
MFT
631
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +43 New
BA
632
Bellwether Advisors
Nebraska
$3K +$3K +60 New
Loomis, Sayles & Company
633
Loomis, Sayles & Company
Massachusetts
$2K -$7.65K -88 -79%
BC
634
Burleson & Co
California
$2K – – –
CYG
635
Clean Yield Group
Vermont
$2K – – –
FEG
636
Financial Enhancement Group
Indiana
$2K – – –
DI
637
Disciplined Investments
Oklahoma
$2K +$59 +1 +3%
MCM
638
MV Capital Management
Maryland
$2K +$621 +9 +45%
SIC
639
SJS Investment Consulting
Ohio
$2K +$2K +23 New
EBA
640
Eagle Bay Advisors
New York
$1K – – –
TFM
641
TFC Financial Management
Massachusetts
$1K – – –
MRCM
642
M&R Capital Management
New Jersey
$1K – – –
PWMG
643
Prestige Wealth Management Group
New Jersey
$1K – – –
SC
644
Sierra Capital
Florida
$1K – – –
CWC
645
Carolinas Wealth Consulting
North Carolina
$1K – – –
AF
646
Advisornet Financial
Minnesota
$1K +$500 +10 +100%
CT
647
Cambridge Trust
Massachusetts
$1K +$1K +10 New
WFA
648
Wipfli Financial Advisors
Wisconsin
$1K +$1K +18 New
ACA
649
Atlas Capital Advisors
Wyoming
$665 – – –
PI
650
PineBridge Investments
New York
– -$18.9M -268,993 Closed
24 25
26
27 28