BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

611 hedge funds and large institutions have $9.26B invested in Brown-Forman Class B in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 206 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-6
Holders Change %
-0.97%
% of All Funds
8.96%
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
218
Reduced
206
Closed
72
Calls
$16M
Puts
$4.23M
Net Calls
+$11.7M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$319M
2
Principal Financial Group
Principal Financial Group
Iowa
$144M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
$67.6M
5
CIP
Champlain Investment Partners
Vermont
$199M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$479K
4
CCM
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
651
Cetera Investment Advisers
Illinois
– -$304K -5,275 Closed
VFA
652
Valeo Financial Advisors
Indiana
– -$263K -4,558 Closed
SSW
653
Smith Shellnut Wilson
Mississippi
– -$263K -4,556 Closed
RWM
654
Revisor Wealth Management
Ohio
– -$253K -4,386 Closed
MFS
655
Mirabella Financial Services
United Kingdom
– -$238K -4,126 Closed
NRD
656
Nebula Research & Development
New York
– -$233K -4,036 Closed
SAM
657
Strategy Asset Managers
California
– -$220K -3,818 Closed
TPWA
658
TRUE Private Wealth Advisors
Oregon
– -$219K -3,799 Closed
HCP
659
Holt Capital Partners
Texas
– -$201K -3,484 Closed
BCV
660
Banque Cantonale Vaudoise
Switzerland
– -$179K -3,088 Closed
KI
661
Kapitalo Investimentos
Brazil
– -$155K -2,686 Closed
Federated Hermes
662
Federated Hermes
Pennsylvania
– -$70.7K -1,225 Closed
SIM
663
Sentry Investment Management
Wisconsin
– -$60K -1,048 Closed
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
– -$38.5K -668 Closed
ICM
665
Intrepid Capital Management
Florida
– -$25.8K -447 Closed
PB
666
Pinnacle Bancorp
Nebraska
– -$13.9K -241 Closed
TFA
667
Transamerica Financial Advisors
Florida
– -$13K -215 Closed
CWM
668
Compass Wealth Management
Connecticut
– -$9.81K -170 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
669
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$8.54K -148 Closed
AA
670
AlphaMark Advisors
Kentucky
– -$6K -104 Closed
BSB
671
Bangor Savings Bank
Maine
– -$5.77K -100 Closed
EARNEST Partners
672
EARNEST Partners
Georgia
– -$5.71K -99 Closed
BWL
673
Bogart Wealth LLC
Virginia
– -$3.17K -55 Closed
MFT
674
Moisand Fitzgerald Tamayo
Florida
– -$2.48K -43 Closed
WWP
675
WR Wealth Planners
Missouri
– -$1.73K -30 Closed
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