BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

617 hedge funds and large institutions have $9.19B invested in Brown-Forman Class B in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 248 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
-31
Holders Change %
-4.78%
% of All Funds
9.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
192
Reduced
248
Closed
67
Calls
$5.08M
Puts
$9.5M
Net Calls
-$4.42M
Net Calls Change
-$5.44M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B
2
Citadel Advisors
2
Citadel Advisors
Florida
$122M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.7M
4
Macquarie Group
4
Macquarie Group
Australia
$142M
5
TC
5
TwinBeech Capital
New York
$19.6M

Top Sellers

1
Los Angeles Capital Management
1
Los Angeles Capital Management
California
$45M
2
Franklin Resources
2
Franklin Resources
California
$82.7M
3
Jane Street
3
Jane Street
New York
$9.28M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.17M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
51
Markel Group
Virginia
$27.4M – – –
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$27M +$393K +6,804 +1%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$26.6M +$2.1M +36,429 +9%
Nomura Asset Management
54
Nomura Asset Management
Japan
$26.3M +$3.1M +53,727 +13%
National Pension Service
55
National Pension Service
South Korea
$25.8M – – –
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$25.4M -$470K -8,140 -2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$25.3M -$729K -12,644 -3%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$25.1M -$4.81M -83,320 -16%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$24.2M -$6.82M -118,265 -22%
CS
60
Credit Suisse
Switzerland
$23.9M -$2.81M -48,784 -11%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$22.9M +$306K +5,296 +1%
UBS Group
62
UBS Group
Switzerland
$22.6M -$6.02M -104,404 -21%
GWI
63
Grace & White Inc
New York
$21.2M – – –
Amundi
64
Amundi
France
$20.4M -$768K -14,367 -4%
TC
65
TwinBeech Capital
New York
$19.6M +$19.6M +339,635 New
VF
66
Vest Financial
Virginia
$19M +$8.19M +141,986 +75%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$18.2M -$424K -7,352 -2%
Cerity Partners
68
Cerity Partners
New York
$17.8M -$679K -11,770 -4%
SFG
69
Sather Financial Group
Texas
$17.7M +$5.8M +100,544 +49%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$17.6M -$3.09M -53,559 -15%
AWM
71
Absher Wealth Management
North Carolina
$16.9M +$3.7M +64,069 +28%
LT
72
Lindsell Train
United Kingdom
$16.8M – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$16.7M -$7.69M -120,120 -32%
MAM
74
Madison Asset Management
Wisconsin
$16.1M +$166K +2,870 +1%
ECM
75
ExodusPoint Capital Management
New York
$15.9M +$4.35M +75,333 +38%
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