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Brown-Forman Class B

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RGF
626
Retirement Guys Formula
Ohio
-$446K -7,819 Closed
TSWM
627
Triangle Securities Wealth Management
North Carolina
-$414K -7,248 Closed
UCFA
628
United Capital Financial Advisors
Texas
-$382K -6,693 Closed
SFA
629
Sequoia Financial Advisors
Ohio
-$376K -6,593 Closed
TPI
630
Trust Point Inc
Wisconsin
-$336K -5,876 Closed
MIS
631
Morningstar Investment Services
Illinois
-$326K -5,688 Closed
EI
632
Ellevest Inc
New York
-$309K -5,414 Closed
HCA
633
Harbor Capital Advisors
Illinois
-$279K -4,884 Closed
GS
634
GTS Securities
New York
-$266K -4,667 Closed
SFG
635
SevenBridge Financial Group
Pennsylvania
-$266K -4,664 Closed
FB
636
Fulton Bank
Pennsylvania
-$251K -4,402 Closed
FA
637
FDx Advisors
Illinois
-$238K -4,166 Closed
SIC
638
Schwartz Investment Counsel
Michigan
-$236K -4,125 Closed
CG
639
Caprock Group
Idaho
-$229K -3,997 Closed
GT
640
Greenleaf Trust
Michigan
-$221K -3,865 Closed
WCM
641
Weik Capital Management
Pennsylvania
-$218K -3,812 Closed
DADC
642
D.A. Davidson & Co
Montana
-$215K -3,767 Closed
TFS
643
Thoroughbred Financial Services
Tennessee
-$214K -3,754 Closed
ERIM
644
Eagle Ridge Investment Management
Connecticut
-$214K -3,750 Closed
A
645
AJOVista
Massachusetts
-$213K -3,730 Closed
CIC
646
Chilton Investment Company
Connecticut
-$211K -3,703 Closed
ACA
647
Aptus Capital Advisors
Alabama
-$210K -3,673 Closed
FFN
648
Focus Financial Network
Minnesota
-$208K -3,623 Closed
UAML
649
US Asset Management LLC
Pennsylvania
-$207K -3,620 Closed
OSAM
650
O'Shaughnessy Asset Management
Connecticut
-$205K -3,594 Closed