BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

630 hedge funds and large institutions have $12.1B invested in Brown-Forman Class B in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 216 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
11.18%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
64
Increased
221
Reduced
216
Closed
50
Calls
$9.88M
Puts
$1.34M
Net Calls
+$8.54M
Net Calls Change
-$750K

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B
3
Millennium Management
3
Millennium Management
New York
$54.5M
4
Wells Fargo
4
Wells Fargo
California
$212M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$66.4M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
State Street
2
State Street
Massachusetts
$790M
3
Citadel Advisors
3
Citadel Advisors
Florida
$968K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51M
5
BCM
5
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
651
Verition Fund Management
Connecticut
– -$645K -8,564 Closed
GCP
652
GSA Capital Partners
United Kingdom
– -$589K -7,819 Closed
PHK
653
Point72 Hong Kong
Hong Kong
– -$528K -7,010 Closed
Holocene Advisors
654
Holocene Advisors
New York
– -$474K -6,293 Closed
SM
655
Sciencast Management
New Jersey
– -$487K -6,160 Closed
CIBC World Market
656
CIBC World Market
Ontario, Canada
– -$460K -6,110 Closed
ECM
657
EagleClaw Capital Management
Massachusetts
– -$452K -6,000 Closed
Luther King Capital Management (LKCM)
658
Luther King Capital Management (LKCM)
Texas
– -$413K -5,478 Closed
PAMP
659
Polar Asset Management Partners
Ontario, Canada
– -$383K -5,083 Closed
DT
660
Diversified Trust
Tennessee
– -$368K -4,886 Closed
LOAME
661
Lombard Odier Asset Management (Europe)
United Kingdom
– -$307K -4,070 Closed
VAG
662
VisionPoint Advisory Group
Texas
– -$286K -3,792 Closed
MFS
663
Mirabella Financial Services
United Kingdom
– -$253K -3,361 Closed
GTCM
664
Gyon Technologies Capital Management
New Jersey
– -$234K -3,103 Closed
FWIA
665
Fort Washington Investment Advisors
Ohio
– -$202K -2,687 Closed
HCA
666
Horan Capital Advisors
Ohio
– -$176K -2,342 Closed
FWM
667
Focused Wealth Management
New York
– -$139K -1,850 Closed
PCM
668
Penserra Capital Management
California
– -$77K -1,032 Closed
HCA
669
Heck Capital Advisors
Wisconsin
– -$75.3K -1,000 Closed
FFA
670
Founders Financial Alliance
North Carolina
– -$49K -645 Closed
RIM
671
Rampart Investment Management
Connecticut
– -$48K -640 Closed
HIIFS
672
Harel Insurance Investments & Financial Services
Israel
– -$39K -520 Closed
FAM
673
Fred Alger Management
New York
– -$38K -498 Closed
FEG
674
Financial Enhancement Group
Indiana
– -$14K -180 Closed
PFWA
675
Paces Ferry Wealth Advisors
Georgia
– -$11K -150 Closed
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