BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

581 hedge funds and large institutions have $7.49B invested in Brown-Forman Class B in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 208 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-26
Holders Change %
-4.28%
% of All Funds
8.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
73
Increased
208
Reduced
217
Closed
92
Calls
$28.8M
Puts
$14.7M
Net Calls
+$14M
Net Calls Change
+$4.54M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$189M
2
Charles Schwab
Charles Schwab
California
$166M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$166M
4
GT
Glenview Trust
Kentucky
$105M
5
Goldman Sachs
Goldman Sachs
New York
$128M

Top Sellers

1
BlackRock
BlackRock
New York
$599M
2
Franklin Resources
Franklin Resources
California
$954K
3
Principal Financial Group
Principal Financial Group
Iowa
$53.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.44M
5
National Pension Service
National Pension Service
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
626
Metropolitan Life Insurance Company (MetLife)
New York
– -$376K -7,292 Closed
MCP
627
Mirador Capital Partners
California
– -$335K -6,487 Closed
BWA
628
Beam Wealth Advisors
Louisiana
– -$334K -6,469 Closed
SEC
629
Seven Eight Capital
New York
– -$320K -6,205 Closed
BL
630
Balentine LLC
Georgia
– -$320K -6,195 Closed
BMSSC
631
B. Metzler seel. Sohn & Co
Germany
– -$301K -5,824 Closed
AM
632
AGF Management
Ontario, Canada
– -$300K -5,819 Closed
TFA
633
Teamwork Financial Advisors
Texas
– -$293K -5,674 Closed
OAM
634
Oxford Asset Management
United Kingdom
– -$291K -5,643 Closed
CPIA
635
Cornell Pochily Investment Advisors
New York
– -$221K -5,386 Closed
OL
636
Owen LaRue
Kentucky
– -$260K -5,037 Closed
IMCOOI
637
Investment Management Corp of Ontario (IMCO)
Canada
– -$255K -4,934 Closed
SFSG
638
Sound Financial Strategies Group
Mississippi
– -$251K -4,860 Closed
SP
639
Systematic Portfolios
New York
– -$247K -4,788 Closed
RWP
640
Ridgecrest Wealth Partners
California
– -$234K -4,530 Closed
SWM
641
SeaCrest Wealth Management
New York
– -$234K -4,530 Closed
JFG
642
Jefferies Financial Group
New York
– -$232K -4,500 Closed
FIA
643
Foundations Investment Advisors
Arizona
– -$232K -4,489 Closed
DFG
644
Dupree Financial Group
Kentucky
– -$227K -4,398 Closed
TIA
645
Tiemann Investment Advisors
California
– -$225K -4,366 Closed
FFP
646
FourThought Financial Partners
Florida
– -$225K -4,351 Closed
BAM
647
Berkshire Asset Management
Pennsylvania
– -$222K -4,301 Closed
WIA
648
Westbourne Investment Advisors
Maryland
– -$218K -4,217 Closed
MLL
649
Moody Lynn & Lieberson
Massachusetts
– -$209K -4,050 Closed
MWM
650
Modera Wealth Management
New Jersey
– -$200K -3,882 Closed
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