BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
2476
Davidson Trust Company
Washington
$204K – – –
FPIS
2477
Financial Planning & Information Services
Wisconsin
$204K – – –
AIA
2478
Armor Investment Advisors
North Carolina
$203K -$50.4K -282 -20%
RCA
2479
Ranch Capital Advisors
Florida
$203K -$5.93K -28 -3%
BL
2480
Balentine LLC
Georgia
$203K +$26.1K +146 +15%
OPTFSNA
2481
Old Point Trust & Financial Services N A
Virginia
$202K – – –
CPSC
2482
Carl P. Sherr & Co
Massachusetts
$202K – – –
PDM
2483
Penn Davis McFarland
Texas
$201K – – –
PVWM
2484
Point View Wealth Management
New Jersey
$201K – – –
AFM
2485
Abbot Financial Management
Massachusetts
$201K – – –
TCPWM
2486
Traverso Chambers Private Wealth Management
California
$201K – – –
MCM
2487
Mattern Capital Management
Colorado
$201K +$1.79K +10 +0.9%
NEIRG
2488
New England Investment & Retirement Group
Massachusetts
$200K +$70.9K +398 +55%
CB
2489
CNB Bank
Pennsylvania
$198K +$19.6K +110 +11%
ED
2490
Exane Derivatives
France
$196K -$856K -4,793 -81%
State Farm Mutual Automobile Insurance
2491
State Farm Mutual Automobile Insurance
Illinois
$191K – – –
BBA
2492
Braun-Bostich & Associates
Pennsylvania
$186K – – –
HIM
2493
Hillsdale Investment Management
Ontario, Canada
$182K +$3.57K +20 +2%
FA
2494
Financial Advantage
Maryland
$182K +$48.2K +270 +36%
FFW
2495
Fusion Family Wealth
New York
$181K – – –
WOC
2496
West Oak Capital
California
$178K – – –
PP
2497
PrairieView Partners
Minnesota
$177K – – –
WFMPM
2498
Woodley Farra Manion Portfolio Management
Indiana
$174K +$4.47K +25 +3%
BC
2499
Brookfield Corp
Ontario, Canada
$170K +$170K +950 New
SFPG
2500
Stonebridge Financial Planning Group
Florida
$168K +$3.22K +18 +2%
98 99
100
101 102