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Brown-Forman Class B

637 hedge funds and large institutions have $10B invested in Brown-Forman Class B in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 249 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $12.1B → $10B (-$2.05B)

20% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 249

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.28M
Puts
$2.3M
Net Calls
Net Calls Change

Top Buyers

1 +$67.3M
2 +$24.5M
3 +$16.9M
4
Charles Schwab
Charles Schwab
California
+$12.6M
5
ProShare Advisors
ProShare Advisors
Maryland
+$11.6M

Top Sellers

1 -$46.3M
2 -$39.1M
3 -$28.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.9M
5
State Street
State Street
Massachusetts
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$2.67M
202
$2.65M
203
$2.63M
204
$2.6M
205
$2.58M
206
$2.55M
207
$2.52M
208
$2.5M
209
$2.49M
210
$2.48M
211
$2.47M
212
$2.42M
213
$2.42M
214
$2.39M
215
$2.37M
216
$2.37M
217
$2.37M
218
$2.31M
219
$2.29M
220
$2.28M
221
$2.28M
222
$2.25M
223
$2.24M
224
$2.24M
225
$2.21M