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Brown-Forman Class B

648 hedge funds and large institutions have $10.5B invested in Brown-Forman Class B in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 222 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
-4
Holders Change %
-0.61%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
53
Increased
222
Reduced
227
Closed
57
Calls
$1.6M
Puts
$574K
Net Calls
+$1.02M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
626
Simplex Trading
Illinois
$2K +$524 +11 +35%
DI
627
Disciplined Investments
Oklahoma
$1.94K +$67 +1 +4%
MRCM
628
M&R Capital Management
New Jersey
$1.54K
AWM
629
Abound Wealth Management
Tennessee
$1.4K +$1.4K +21 New
LIM
630
Longfellow Investment Management
Massachusetts
$1.35K +$609 +9 +82%
SIC
631
SJS Investment Consulting
Ohio
$1.2K +$134 +2 +13%
SIA
632
SkyView Investment Advisors
New Jersey
$1K -$1K -10 -50%
AW
633
Avion Wealth
Texas
$1K +$438 +7 +78%
PWMG
634
Prestige Wealth Management Group
New Jersey
$804
FCAG
635
First Capital Advisors Group
New Jersey
$801 +$801 +12 New
NSIM
636
North Star Investment Management
Illinois
$735
GI
637
Gradient Investments
Minnesota
$735 +$735 +11 New
LFG
638
Larson Financial Group
Missouri
$668
WWM
639
Wolff Wiese Magana
California
$668 +$334 +5 +100%
ACA
640
Atlas Capital Advisors
Wyoming
$667
TFM
641
TFC Financial Management
Massachusetts
$535 -$669 -10 -56%
ANBT
642
American National Bank & Trust
Texas
$534 -$19K -285 -97%
AP
643
Arlington Partners
Alabama
$534
CA
644
Crewe Advisors
Utah
$268 +$268 +4 New
WTC
645
WhitTier Trust Company
Nevada
$267
WT
646
Washington Trust
Rhode Island
$134
OQS
647
Occudo Quantitative Strategies
Florida
-$8.46M -131,597 Closed
SFI
648
Susquehanna Fundamental Investments
Pennsylvania
-$3.08M -47,946 Closed
I
649
InceptionR
California
-$2.62M -40,801 Closed
WBC
650
Westpac Banking Corp
Australia
-$2.24M -34,837 Closed