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

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$479K
4
CCM
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
126
Ameriprise
Minnesota
$5.17M -$637K -11,120 -11%
ASRS
127
Arizona State Retirement System
Arizona
$4.98M -$29.9K -524 -0.6%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$4.98M +$114K +1,992 +2%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$4.94M +$56.8K +994 +1%
GH
130
GAM Holding
Switzerland
$4.88M -$7.99M -139,900 -62%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$4.86M -$199K -3,478 -4%
Aberdeen Group
132
Aberdeen Group
United Kingdom
$4.68M +$1.87M +32,707 +66%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$4.64M +$443K +7,763 +11%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$4.62M -$4.66M -81,690 -50%
TI
135
Trexquant Investment
Connecticut
$4.6M +$4.6M +80,639 New
MMA
136
Mizuho Markets Americas
New York
$4.58M +$1.85M +32,469 +68%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.47M +$124K +2,170 +3%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$4.44M +$1.2M +20,997 +37%
OC
139
Oppenheimer & Co
New York
$4.38M +$18.6K +325 +0.4%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$4.34M +$551K +9,647 +15%
CAM
141
Cresset Asset Management
Illinois
$4.2M +$427K +7,451 +11%
CIA
142
Covington Investment Advisors
Pennsylvania
$4.14M -$206K -3,615 -5%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$4.1M +$4.1M +71,783 New
BWP
144
Barlow Wealth Partners
Kentucky
$3.94M +$3.94M +69,040 New
Axa
145
Axa
France
$3.84M +$38.3K +670 +1%
PI
146
PGGM Investments
Netherlands
$3.83M -$1.21M -21,195 -24%
MYAM
147
Meiji Yasuda Asset Management
Japan
$3.68M +$33.2K +582 +0.9%
DnB Asset Management
148
DnB Asset Management
Norway
$3.6M +$82.1K +1,437 +2%
II
149
IFM Investors
Australia
$3.51M – – –
SWP
150
Stratos Wealth Partners
Ohio
$3.43M +$31.8K +557 +0.9%
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