BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

617 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.

Holders
617
Holders Change
-31
Holders Change %
-4.78%
% of All Funds
9.84%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
192
Reduced
248
Closed
67
Calls
$5.08M
Puts
$9.5M
Net Calls
-$4.42M
Net Calls Change
-$5.44M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B
2
Citadel Advisors
2
Citadel Advisors
Florida
$122M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.7M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$39.7M
5
Macquarie Group
5
Macquarie Group
Australia
$142M

Top Sellers

1
Los Angeles Capital Management
1
Los Angeles Capital Management
California
$45M
2
Franklin Resources
2
Franklin Resources
California
$82.7M
3
Jane Street
3
Jane Street
New York
$9.28M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.17M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$46.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B 31,438,767 +4,453,103 +17%
BlackRock
2
BlackRock
New York
$893M 15,475,849 +14,268 +0.1%
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$697M 12,086,171 -109,346 -0.9%
State Street
4
State Street
Massachusetts
$635M 10,970,991 +307,923 +3%
FIS
5
Fundsmith Investment Services
Mauritius
$232M 4,014,256 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$230M 4,006,243 +41,368 +1%
Invesco
7
Invesco
Georgia
$196M 3,388,850 -125,977 -4%
ProShare Advisors
8
ProShare Advisors
Maryland
$152M 2,627,719 -64,547 -2%
Wells Fargo
9
Wells Fargo
California
$146M 2,523,064 +1,767 +0.1%
Macquarie Group
10
Macquarie Group
Australia
$142M 2,457,740 +506,874 +26%
CIP
11
Champlain Investment Partners
Vermont
$138M 2,393,935 +29,470 +1%
Morgan Stanley
12
Morgan Stanley
New York
$133M 2,310,053 -181,273 -7%
Northern Trust
13
Northern Trust
Illinois
$128M 2,211,579 +110,387 +5%
Citadel Advisors
14
Citadel Advisors
Florida
$122M 2,116,316 +1,942,378 +1,117%
Norges Bank
15
Norges Bank
Norway
$116M 2,016,910 -18,451 -0.9%
Legal & General Group
16
Legal & General Group
United Kingdom
$109M 1,887,377 -22,330 -1%
Goldman Sachs
17
Goldman Sachs
New York
$92.7M 1,606,612 +98,459 +7%
Franklin Resources
18
Franklin Resources
California
$82.7M 1,433,728 -746,323 -34%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$81.8M 1,417,263 -22,960 -2%
LCOV
20
London Company of Virginia
Virginia
$80.1M 1,388,014 +21,362 +2%
Charles Schwab
21
Charles Schwab
California
$76.2M 1,321,072 +166,389 +14%
UBS AM
22
UBS AM
Illinois
$70.1M 1,214,450 +50,954 +4%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$67.4M 1,167,476 +95,976 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$65.8M 1,140,278 -20,550 -2%
DWA
25
Douglass Winthrop Advisors
New York
$63.4M 1,098,515 +52,315 +5%
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