BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

581 hedge funds and large institutions have $7.49B invested in Brown-Forman Class B in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 208 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-26
Holders Change %
-4.28%
% of All Funds
8.45%
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
208
Reduced
217
Closed
92
Calls
$28.8M
Puts
$14.7M
Net Calls
+$14M
Net Calls Change
+$4.54M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$189M
2
Charles Schwab
2
Charles Schwab
California
$166M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$166M
4
GT
4
Glenview Trust
Kentucky
$105M
5
Goldman Sachs
5
Goldman Sachs
New York
$128M

Top Sellers

1
BlackRock
1
BlackRock
New York
$599M
2
Franklin Resources
2
Franklin Resources
California
$954K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$53.6M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.44M
5
National Pension Service
5
National Pension Service
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
76
Stephens Investment Management Group
Texas
$11.5M +$4.23M +97,848 +58%
RC
77
RBO & Co
California
$11.2M +$2.26M +52,346 +25%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$10.6M -$392K -9,074 -4%
DWA
79
Douglass Winthrop Advisors
New York
$9.91M -$3.09M -71,466 -24%
Brown Advisory
80
Brown Advisory
Maryland
$9.89M -$534K -12,370 -5%
Victory Capital Management
81
Victory Capital Management
Texas
$9.57M -$274K -6,353 -3%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$8.8M -$138K -3,197 -2%
CAM
83
Cresset Asset Management
Illinois
$8.75M +$1.3M +29,932 +17%
MGP
84
M&G plc
United Kingdom
$8.7M +$8.7M +202,306 New
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$8.29M -$30.9K -715 -0.4%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$7.99M +$4.34M +100,400 +119%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$7.85M -$1.76M -40,801 -18%
BST
88
Bath Savings Trust
Maine
$7.79M +$227K +5,258 +3%
Stifel Financial
89
Stifel Financial
Missouri
$7.63M +$1.72M +39,824 +29%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$7.6M +$5.09M +117,817 +203%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$7.42M -$242K -5,600 -3%
Aviva
92
Aviva
United Kingdom
$6.62M -$4.27M -98,864 -39%
GF
93
Gabelli Funds
New York
$6.36M – – –
YCM
94
Yousif Capital Management
Michigan
$6.23M +$215K +4,986 +4%
JF
95
Jump Financial
Illinois
$6.2M +$5.8M +134,335 +1,457%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$6.02M -$580K -13,424 -9%
WT
97
Whittier Trust
California
$6M – – –
SA
98
SpiderRock Advisors
Delaware
$5.99M +$2.45M +56,775 +69%
UIM
99
USS Investment Management
United Kingdom
$5.9M -$1.46M -33,875 -20%
SFCM
100
Savoir Faire Capital Management
Connecticut
$5.85M +$2.46M +56,948 +73%
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