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Farmer Brothers
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Overview Fund Activity

46 hedge funds and large institutions have $48.4M invested in Farmer Brothers in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
12
Reduced
13
Closed
3
Calls
$89K
Puts
$184K
Net Calls
-$95K
Net Calls Change
-$200K

Top Buyers

1
CWA
1
CM Wealth Advisors
Ohio
$600K
2
ACM
2
Azarias Capital Management
Pennsylvania
$3.14M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.49M
4
GI
4
GAMCO Investors
Connecticut
$3.27M
5
Wells Fargo
5
Wells Fargo
California
$276K

Top Sellers

1
HCM
1
Hodges Capital Management
Texas
$2.09M
2
KCM
2
Kennedy Capital Management
Missouri
$2.12M
3
Invesco
3
Invesco
Georgia
$0
4
CCM
4
Coldstream Capital Management
Washington
$1.09M
5
LPL Financial
5
LPL Financial
California
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$206K – – –
Millennium Management
27
Millennium Management
New York
$199K -$31.1K -8,039 -14%
Northern Trust
28
Northern Trust
Illinois
$178K +$11.3K +2,921 +7%
RP
29
Riverwater Partners
Wisconsin
$172K – – –
LCM
30
Legato Capital Management
California
$133K – – –
FAM
31
Formidable Asset Management
Ohio
$121K – – –
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$118K – – –
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$68.9K – – –
FIM
34
Fruth Investment Management
Texas
$49K – – –
Charles Schwab
35
Charles Schwab
California
$45.5K – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$40K +$40K +10,250 New
US Bancorp
37
US Bancorp
Minnesota
$37.4K -$3.15K -817 -8%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$30K -$6.02K -1,539 -17%
Osaic Holdings
39
Osaic Holdings
Arizona
$28.2K +$10.4K +2,700 +59%
Citadel Advisors
40
Citadel Advisors
Florida
$9.91K +$3.42K +885 +53%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5K +$5K +1,299 New
BTI
42
Blue Trust Inc
Georgia
$4K – – –
Bank of America
43
Bank of America
North Carolina
$1.69K -$69 -18 -4%
TRCT
44
Tower Research Capital (TRC)
New York
$1K -$27.4K -6,848 -96%
Morgan Stanley
45
Morgan Stanley
New York
$529 -$900 -233 -63%
Invesco
46
Invesco
Georgia
– -$263K -56,976 Closed
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
– -$42K -9,274 Closed
Simplex Trading
48
Simplex Trading
Illinois
– -$15K -3,429 Closed
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