BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

636 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
62
Increased
198
Reduced
249
Closed
52
Calls
$9.28M
Puts
$2.3M
Net Calls
+$6.97M
Net Calls Change
-$1.56M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$775M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$16.9M
4
Charles Schwab
Charles Schwab
California
$67.1M
5
ProShare Advisors
ProShare Advisors
Maryland
$108M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$28.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.56B
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$76.2M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$8.72M
5
State Street
State Street
Massachusetts
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
651
Kovitz Investment Group Partners
Illinois
– -$324K -4,077 Closed
HI
652
Horizon Investments
North Carolina
– -$313K -3,940 Closed
CG
653
Caprock Group
Idaho
– -$288K -3,619 Closed
SS
654
Simplicity Solutions
Minnesota
– -$242K -3,051 Closed
PA
655
Profund Advisors
Maryland
– -$235K -2,962 Closed
EIA
656
Eldridge Investment Advisors
New Hampshire
– -$226K -2,850 Closed
AA
657
Apriem Advisors
California
– -$225K -2,829 Closed
JIC
658
Johnson Investment Counsel
Ohio
– -$224K -2,817 Closed
WPW
659
Waldron Private Wealth
Pennsylvania
– -$222K -2,793 Closed
BA
660
Bluesphere Advisors
Pennsylvania
– -$218K -2,750 Closed
HWMG
661
Hurlow Wealth Management Group
Indiana
– -$218K -2,744 Closed
PWPS
662
Pinnacle Wealth Planning Services
Ohio
– -$216K -2,717 Closed
LA
663
LVW Advisors
New York
– -$215K -2,702 Closed
FHA
664
Flagship Harbor Advisors
Massachusetts
– -$212K -2,675 Closed
Tudor Investment Corp
665
Tudor Investment Corp
Connecticut
– -$206K -2,595 Closed
XF
666
XML Financial
Maryland
– -$203K -2,550 Closed
Simplex Trading
667
Simplex Trading
Illinois
– -$135K -1,708 Closed
VCG
668
Vantage Consulting Group
Virginia
– -$123K -1,554 Closed
CI
669
CX Institutional
Indiana
– -$46K -584 Closed
HFM
670
Harvest Fund Management
China
– -$36K -462 Closed
CCA
671
Childress Capital Advisors
Texas
– -$34K -432 Closed
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$30K -380 Closed
AIL
673
AGF Investments LLC
Ontario, Canada
– -$25K -310 Closed
CAAS
674
Capital Asset Advisory Services
Michigan
– -$20K -252 Closed
RPWA
675
Regent Peak Wealth Advisors
Georgia
– -$18K -227 Closed
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