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 %
PP
151
Prudential plc
United Kingdom
$3.38M +$161K +2,819 +5%
LPL Financial
152
LPL Financial
California
$3.38M -$1.08M -18,851 -24%
FRAF
153
Första AP-fonden
Sweden
$3.3M +$640K +11,200 +24%
HC
154
Hendley & Co
Ohio
$3.26M -$7.31K -128 -0.2%
Swedbank
155
Swedbank
Sweden
$3.23M – – –
AAIM
156
Asset Advisors Investment Management
Georgia
$3.22M -$291K -5,095 -8%
NG
157
Northstar Group
New York
$3.22M -$106K -1,862 -3%
HIC
158
Harvey Investment Company
Kentucky
$3.2M – – –
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$3.13M +$296K +5,191 +10%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$3.1M +$209K +3,670 +7%
O
161
Ossiam
France
$3.08M +$1.06M +18,644 +53%
WJWM
162
Williams Jones Wealth Management
New York
$3.07M – – –
MS
163
Maven Securities
Jersey
$3.06M +$251K +4,400 +9%
AQR Capital Management
164
AQR Capital Management
Connecticut
$3.03M -$1.65M -28,865 -35%
EI
165
Ethic Inc
New York
$3.01M +$846K +14,819 +39%
Aviva
166
Aviva
United Kingdom
$3.01M +$946K +16,572 +46%
PAM
167
Peninsula Asset Management
Florida
$2.92M -$19.1K -335 -0.7%
MIM
168
MetLife Investment Management
New Jersey
$2.88M -$51.6K -904 -2%
GAM
169
Garrison Asset Management
Arkansas
$2.87M -$16.7K -292 -0.6%
SOMRS
170
State of Michigan Retirement System
Michigan
$2.86M -$189K -3,316 -6%
AIG
171
American International Group
New York
$2.81M -$67.9K -1,189 -2%
NIM
172
Northeast Investment Management
Massachusetts
$2.78M -$24.8K -434 -0.9%
Comerica Bank
173
Comerica Bank
Texas
$2.77M -$577K -10,112 -17%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$2.76M -$118K -2,071 -4%
FIM
175
Fruth Investment Management
Texas
$2.75M – – –
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