BF.B icon

Brown-Forman Class B
BF.B

Overview Fund Activity

607 hedge funds and large institutions have $8.38B invested in Brown-Forman Class B in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 181 increasing their positions, 255 reducing their positions, and 68 closing their positions.

Holders
607
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
181
Reduced
255
Closed
68
Calls
$19.7M
Puts
$10.2M
Net Calls
+$9.48M
Net Calls Change
-$2.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$64.9M
2
MIF
2
Mediolanum International Funds
Ireland
$22.8M
3
Retirement Systems of Alabama
3
Retirement Systems of Alabama
Alabama
$24.7M
4
Invesco
4
Invesco
Georgia
$154M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
DWA
2
Douglass Winthrop Advisors
New York
$15.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$4.7K
4
Goldman Sachs
4
Goldman Sachs
New York
$61.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.62B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.62B 31,420,408 -321,001 -1%
BlackRock
2
BlackRock
New York
$792M 15,347,722 -18,499 -0.1%
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$592M 11,458,780 -193,926 -2%
State Street
4
State Street
Massachusetts
$585M 11,278,169 -40,493 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$215M 4,185,765 +91,048 +2%
FIS
6
Fundsmith Investment Services
Mauritius
$207M 4,014,256 – –
CIP
7
Champlain Investment Partners
Vermont
$188M 3,642,350 +164,745 +5%
ProShare Advisors
8
ProShare Advisors
Maryland
$162M 3,139,769 +322,071 +11%
Invesco
9
Invesco
Georgia
$154M 2,986,572 +336,971 +13%
Morgan Stanley
10
Morgan Stanley
New York
$141M 2,733,452 -2,853,706 -51%
Wells Fargo
11
Wells Fargo
California
$137M 2,654,825 +129,149 +5%
Principal Financial Group
12
Principal Financial Group
Iowa
$136M 2,628,468 +101,332 +4%
Macquarie Group
13
Macquarie Group
Australia
$133M 2,574,628 +11,155 +0.4%
Northern Trust
14
Northern Trust
Illinois
$104M 2,017,086 -109,809 -5%
Legal & General Group
15
Legal & General Group
United Kingdom
$98.4M 1,906,127 -2,002 -0.1%
Norges Bank
16
Norges Bank
Norway
$95.1M 1,841,971 +3,050 +0.2%
ATO
17
Alecta Tjanstepension Omsesidigt
Sweden
$82.6M 1,600,000 – –
Wellington Management Group
18
Wellington Management Group
Massachusetts
$78.5M 1,521,293 +101,550 +7%
LCOV
19
London Company of Virginia
Virginia
$73.7M 1,427,492 +18,207 +1%
Franklin Resources
20
Franklin Resources
California
$73.1M 1,416,764 -19,220 -1%
Charles Schwab
21
Charles Schwab
California
$72.5M 1,403,786 +16,624 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$70.2M 1,360,717 -45,318 -3%
Bank of America
23
Bank of America
North Carolina
$64.9M 1,257,647 +495,969 +65%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$64.7M 1,253,945 +117,854 +10%
UBS AM
25
UBS AM
Illinois
$62.4M 1,208,132 -25,858 -2%
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