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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$479K
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
51
Markel Group
Virginia
$27.1M – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$26.1M +$8.64M +151,366 +50%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$25.7M +$621K +10,880 +2%
Nuveen Asset Management
54
Nuveen Asset Management
Illinois
$25.4M +$338K +5,911 +1%
National Pension Service
55
National Pension Service
South Korea
$25.3M – – –
BA
56
Bridgewater Associates
Connecticut
$25.1M -$7.76M -135,896 -24%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$23.7M -$1.09M -19,154 -4%
CS
58
Credit Suisse
Switzerland
$23.5M -$111K -1,952 -0.5%
GWI
59
Grace & White Inc
New York
$21M – – –
Amundi
60
Amundi
France
$20.7M -$522K -9,397 -2%
GGS
61
Galvin Gaustad & Stein
Arizona
$20.6M +$6.9M +120,839 +50%
AllianceBernstein
62
AllianceBernstein
Tennessee
$20.5M +$7.25M +127,016 +55%
AWM
63
Absher Wealth Management
North Carolina
$20.3M +$3.6M +63,007 +21%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$19.8M -$4.19M -73,341 -17%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$19.3M +$1.74M +31,237 +10%
Cerity Partners
66
Cerity Partners
New York
$19.3M +$1.64M +28,715 +9%
SFG
67
Sather Financial Group
Texas
$17.6M +$94.7K +1,659 +0.5%
LT
68
Lindsell Train
United Kingdom
$16.6M – – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$15.9M +$871K +15,107 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
70
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.2M +$3.13M +54,844 +26%
Canada Life
71
Canada Life
Manitoba, Canada
$15.1M +$1.48M +26,030 +11%
TC
72
TwinBeech Capital
New York
$14.9M -$4.54M -79,536 -23%
Brown Advisory
73
Brown Advisory
Maryland
$14.7M -$638K -11,172 -4%
UBS Group
74
UBS Group
Switzerland
$14.6M -$7.69M -134,749 -34%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$14M -$63.6K -1,113 -0.5%
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3
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