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.

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 %
BIAS
76
Beacon Investment Advisory Services
New Jersey
$13.4M -$765K -13,399 -5%
Victory Capital Management
77
Victory Capital Management
Texas
$13.1M +$1.07M +18,695 +9%
FBCM
78
Fort Baker Capital Management
California
$12.6M -$19.3M -335,491 -60%
RC
79
RBO & Co
California
$11.8M -$271K -4,751 -2%
Citigroup
80
Citigroup
New York
$11.6M -$1.24M -21,713 -10%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$11.3M +$444K +7,776 +4%
SEI Investments
82
SEI Investments
Pennsylvania
$11.3M +$2.27M +39,771 +25%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$400 -7 -0%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$10.4M -$2.13M -37,374 -17%
IMPI
85
Ilmarinen Mutual Pension Insurance
Finland
$10.4M – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$10.3M -$631K -11,057 -6%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$10.3M – – –
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$10.2M -$1.77M -31,079 -15%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$10.1M -$240K -4,200 -2%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$10.1M – – –
BST
91
Bath Savings Trust
Maine
$9.9M +$32.7K +572 +0.3%
SIMG
92
Stephens Investment Management Group
Texas
$9.53M +$1.51M +26,520 +19%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$9.06M +$4.97M +86,958 +121%
VanEck Associates
94
VanEck Associates
New York
$8.6M +$240K +4,195 +3%
MSV
95
MN Services Vermogensbeheer
Netherlands
$8.47M +$40K +700 +0.5%
GF
96
Gabelli Funds
New York
$8.41M – – –
IMRF
97
Illinois Municipal Retirement Fund
Illinois
$8.05M +$3.86M +67,638 +92%
WT
98
Whittier Trust
California
$7.93M – – –
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$7.87M +$483K +8,467 +7%
Pictet Asset Management
100
Pictet Asset Management
Switzerland
$7.83M -$31.5M -551,278 -80%
2 3
4
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