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Brown-Forman Class B

618 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, 248 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
618
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
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.81B
2
$893M
3
$697M
4
$635M
5
$232M
6
$230M
7
$196M
8
$152M
9
$146M
10
$142M
11
$138M
12
$133M
13
$128M
14
$122M
15
$116M
16
$109M
17
$92.7M
18
$82.7M
19
$81.8M
20
$80.1M
21
$76.2M
22
$70.1M
23
$67.4M
24
$65.8M
25
$63.4M