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.

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
1
Morgan Stanley
New York
$319M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$144M
3
ATO
3
Alecta Tjanstepension Omsesidigt
Sweden
$91.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$67.6M
5
CIP
5
Champlain Investment Partners
Vermont
$199M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$479K
4
CCM
4
Candlestick Capital Management
Connecticut
$0
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B 31,741,409 +302,642 +1%
BlackRock
2
BlackRock
New York
$877M 15,366,221 -109,628 -0.7%
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$665M 11,652,706 -433,465 -4%
State Street
4
State Street
Massachusetts
$649M 11,318,662 +347,671 +3%
Morgan Stanley
5
Morgan Stanley
New York
$319M 5,587,158 +3,277,105 +142%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$233M 4,094,717 +88,474 +2%
FIS
7
Fundsmith Investment Services
Mauritius
$229M 4,014,256 – –
CIP
8
Champlain Investment Partners
Vermont
$199M 3,477,605 +1,083,670 +45%
ProShare Advisors
9
ProShare Advisors
Maryland
$161M 2,817,698 +189,979 +7%
Invesco
10
Invesco
Georgia
$151M 2,649,601 -739,249 -22%
Macquarie Group
11
Macquarie Group
Australia
$146M 2,563,473 +105,733 +4%
Principal Financial Group
12
Principal Financial Group
Iowa
$144M 2,527,136 +2,007,970 +387%
Wells Fargo
13
Wells Fargo
California
$144M 2,525,676 +2,612 +0.1%
Northern Trust
14
Northern Trust
Illinois
$121M 2,126,895 -84,684 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$109M 1,908,129 +20,752 +1%
Norges Bank
16
Norges Bank
Norway
$105M 1,838,921 -177,989 -9%
Goldman Sachs
17
Goldman Sachs
New York
$93.1M 1,629,740 +23,128 +1%
ATO
18
Alecta Tjanstepension Omsesidigt
Sweden
$91.3M 1,600,000 +1,600,000 New
Franklin Resources
19
Franklin Resources
California
$82M 1,435,984 +2,256 +0.2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$81.1M 1,419,743 +252,267 +22%
LCOV
21
London Company of Virginia
Virginia
$80.5M 1,409,285 +21,271 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$80.3M 1,406,035 -11,228 -0.8%
Charles Schwab
23
Charles Schwab
California
$79.2M 1,387,162 +66,090 +5%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$71.7M 1,256,177 +315,245 +34%
UBS AM
25
UBS AM
Illinois
$70.5M 1,233,990 +19,540 +2%
1
2 3 4 5