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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
151
$3.84M
152
$3.83M
153
$3.81M
154
$3.68M
155
$3.65M
156
$3.55M
157
$3.55M
158
$3.55M
159
$3.53M
160
$3.44M
161
$3.44M
162
$3.38M
163
$3.36M
164
$3.3M
165
$3.28M
166
$3.26M
167
$3.26M
168
$3.23M
169
$3.17M
170
$3.1M
171
$3.08M
172
$2.97M
173
$2.96M
174
$2.92M
175
$2.91M