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

Top Sellers

1
BlackRock
BlackRock
New York
$599M
2
Franklin Resources
Franklin Resources
California
$954K
3
Principal Financial Group
Principal Financial Group
Iowa
$53.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.44M
5
National Pension Service
National Pension Service
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M -$162K -3,742 -5%
Swedbank
152
Swedbank
Sweden
$2.77M -$89K -2,060 -3%
WAC
153
William Allan Corp
Colorado
$2.7M +$828K +19,167 +44%
FC
154
FORA Capital
Florida
$2.7M +$824K +19,076 +44%
PP
155
Prudential plc
United Kingdom
$2.56M -$3.6M -83,354 -58%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$2.54M -$1.86M -43,181 -42%
LPL Financial
157
LPL Financial
California
$2.51M +$32.2K +746 +1%
AIM
158
Aigen Investment Management
New York
$2.44M +$1.31M +30,433 +117%
HC
159
Hendley & Co
Ohio
$2.42M -$28.9K -669 -1%
HIC
160
Harvey Investment Company
Kentucky
$2.42M – – –
II
161
IFM Investors
Australia
$2.4M -$262K -6,070 -10%
HA
162
Hamel Associates
New Jersey
$2.38M +$2.38M +55,187 New
NG
163
Northstar Group
New York
$2.34M -$77.3K -1,790 -3%
BWP
164
Barlow Wealth Partners
Kentucky
$2.28M -$524K -11,978 -19%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$2.25M -$2.73M -63,107 -55%
EI
166
Ethic Inc
New York
$2.25M +$48.3K +1,118 +2%
RG
167
Rathbones Group
United Kingdom
$2.23M -$1.37M -31,817 -38%
SOMRS
168
State of Michigan Retirement System
Michigan
$2.21M +$69.1K +1,600 +3%
CWM
169
CIBC World Markets
New York
$2.2M -$149K -3,455 -6%
D.E. Shaw & Co
170
D.E. Shaw & Co
New York
$2.18M +$438K +10,130 +25%
ASRS
171
Arizona State Retirement System
Arizona
$2.16M -$1.64M -37,941 -43%
EF
172
Empowered Funds
Pennsylvania
$2.14M +$1.94M +44,804 +927%
PAM
173
Peninsula Asset Management
Florida
$2.12M -$49.8K -1,153 -2%
FIM
174
Fruth Investment Management
Texas
$2.07M -$2.16K -50 -0.1%
MIM
175
MetLife Investment Management
New Jersey
$2.06M -$29.8K -691 -1%
5 6
7
8 9