Brown-Forman CEO Lawson Whiting announced his retirement after 30 years with the company. He will step down once a successor is appointed, and the board has started a formal search.

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FAQ

Who are the top institutional investors holding BROWN-FORMAN CORP-CLASS A (BF-A)?

Major stakeholders currently include Lindsell Train Ltd ($69.3M), Vanguard Portfolio Management LLC ($53.0M), Gardner Russo & Quinn LLC ($44.1M). Based on the latest 13F filings, there are a total of 209 tracked investment funds and institutions maintaining positions in BF-A.

What is the overall institutional sentiment toward BF-A recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $19.2M, driven by 97 managers accumulating shares while 93 reduced their exposure.

Which institutions have been selling or reducing their BF-A positions?

In the latest period, 67 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $232.1M.

Are there any notable investors adding BF-A to their portfolios?

Yes, buying activity remains notable. 29 institutions opened new positions in {ticker}, and 68 existing holders added to their shares. The total reported buy value for the quarter amounted to $136.7M.