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Brown-Forman Class B

620 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, 249 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 67

47% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $9.5M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
620
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.08M
Puts
$9.5M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.1M
3 -$33.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$31.5M
5
JP Morgan Chase
JP Morgan Chase
New York
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$5.6M
127
$5.57M
128
$5.57M
129
$5.49M
130
$5.25M
131
$5.11M
132
$5.09M
133
$5.06M
134
$4.95M
135
$4.93M
136
$4.91M
137
$4.88M
138
$4.87M
139
$4.87M
140
$4.71M
141
$4.6M
142
$4.5M
143
$4.41M
144
$4.39M
145
$4.39M
146
$4.24M
147
$4.23M
148
$4.17M
149
$4.13M
150
$3.86M