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
+$187M
2
Principal Financial Group
Principal Financial Group
Iowa
+$115M
3
ATO
Alecta Tjanstepension Omsesidigt
Sweden
+$91.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$63.4M
5
CIP
Champlain Investment Partners
Vermont
+$61.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$122M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$56.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$53.6M
4
CCM
Candlestick Capital Management
Connecticut
-$49M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$45M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$2.07M – – –
BCI
202
Brinker Capital Investments
Pennsylvania
$2.06M -$633K -11,371 -24%
OPS
203
Orion Portfolio Solutions
Nebraska
$2.06M -$633K -11,371 -24%
NAM
204
Nissay Asset Management
Japan
$2.06M +$154K +2,705 +8%
PAG
205
Private Advisor Group
New Jersey
$2.05M -$16.6K -290 -0.8%
BCIM
206
British Columbia Investment Management
British Columbia, Canada
$2.04M +$427K +7,478 +27%
Osaic Holdings
207
Osaic Holdings
Arizona
$2.03M -$808K -14,149 -28%
JFL
208
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.01M – – –
JWCA
209
J.W. Cole Advisors
Florida
$1.94M +$293K +5,127 +18%
CAN
210
Cetera Advisor Networks
California
$1.93M -$299K -5,237 -13%
SB
211
Simmons Bank
Arkansas
$1.93M – – –
MP
212
McDonald Partners
Ohio
$1.92M -$14.2K -249 -0.7%
TCM
213
Tran Capital Management
California
$1.91M – – –
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$1.9M +$22K +386 +1%
Corient Private Wealth
215
Corient Private Wealth
Florida
$1.89M +$741K +12,985 +64%
HIMC
216
Heritage Investors Management Corp
Maryland
$1.89M -$30.6K -535 -2%
Truist Financial
217
Truist Financial
North Carolina
$1.85M -$57K -998 -3%
CNB
218
Czech National Bank
Czech Republic
$1.83M +$3.94K +69 +0.2%
URS
219
Utah Retirement Systems
Utah
$1.82M +$11.4K +200 +0.6%
GT
220
Glenmede Trust
Pennsylvania
$1.81M +$128K +2,247 +8%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$1.73M -$69.7K -1,221 -4%
ET
222
Equitable Trust
Tennessee
$1.73M – – –
Natixis Advisors
223
Natixis Advisors
Massachusetts
$1.7M +$50.7K +888 +3%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$1.69M -$25.5K -447 -1%
BRCM
225
Bright Rock Capital Management
Massachusetts
$1.68M – – –
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