BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.9M
2
MIF
2
Mediolanum International Funds
Ireland
$22.8M
3
Retirement Systems of Alabama
3
Retirement Systems of Alabama
Alabama
$24.7M
4
Invesco
4
Invesco
Georgia
$154M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
DWA
2
Douglass Winthrop Advisors
New York
$15.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$4.7K
4
Goldman Sachs
4
Goldman Sachs
New York
$61.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.62B
Name Market Value Shares Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$13.3M 257,640 +177,001 +219%
Aviva
77
Aviva
United Kingdom
$13M 252,234 +199,563 +379%
Brown Advisory
78
Brown Advisory
Maryland
$12.5M 241,420 -16,498 -6%
PE
79
Point72 Europe
United Kingdom
$11.9M 230,500 +230,500 New
Victory Capital Management
80
Victory Capital Management
Texas
$11.8M 227,854 -1,533 -0.7%
NW
81
NewEdge Wealth
Pennsylvania
$11.7M 245,360 +245,360 New
BIAS
82
Beacon Investment Advisory Services
New Jersey
$11.5M 222,562 -12,474 -5%
SEI Investments
83
SEI Investments
Pennsylvania
$10.7M 207,480 +9,929 +5%
RC
84
RBO & Co
California
$10.7M 207,097 +625 +0.3%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$10.7M 206,892 +26,280 +15%
O
86
Ossiam
France
$10.6M 206,020 +152,112 +282%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$10.1M 195,386 -2,604 -1%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$9.95M 192,743 -90 -0%
MMA
89
Mizuho Markets Americas
New York
$9.74M 188,647 +108,382 +135%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$9.15M 177,332 -400 -0.2%
TC
91
TwinBeech Capital
New York
$9.15M 177,206 -82,893 -32%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$9.13M 176,937 – –
BST
93
Bath Savings Trust
Maine
$9.04M 175,037 +1,628 +0.9%
CAM
94
Cresset Asset Management
Illinois
$8.91M 171,891 +98,633 +135%
UIM
95
USS Investment Management
United Kingdom
$8.79M 170,203 +48,923 +40%
SIMG
96
Stephens Investment Management Group
Texas
$8.72M 168,848 +1,889 +1%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$8.63M 167,262 -15,066 -8%
BA
98
Bridgewater Associates
Connecticut
$8.22M 159,271 -280,915 -64%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$7.89M 152,916 -26,926 -15%
GF
100
Gabelli Funds
New York
$7.6M 147,250 – –
2 3
4
5 6