BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
VW
701
Vantage Wealth
California
$10.9M -$30.6K -135 -0.3%
QF
702
QVT Financial
New York
$10.9M – – –
CIM
703
Corda Investment Management
Texas
$10.8M +$358K +1,580 +3%
BWP
704
Baldwin Wealth Partners
Massachusetts
$10.8M -$4.17M -18,399 -28%
SCM
705
Stevens Capital Management
Pennsylvania
$10.8M -$15.5M -68,608 -59%
AC
706
Alexandria Capital
Virginia
$10.7M +$59.1K +261 +0.6%
FCBT
707
First Citizens Bank & Trust
North Carolina
$10.7M +$3.75M +16,567 +54%
GWM
708
Geneos Wealth Management
Colorado
$10.7M -$180K -797 -2%
MIAN
709
Mariner Independent Advisor Network
Kansas
$10.6M -$328K -1,446 -3%
LNC
710
Lincoln National Corp
Pennsylvania
$10.5M +$261K +1,151 +3%
SPC
711
Sigma Planning Corp
Michigan
$10.5M -$23.8K -105 -0.2%
KRSITF
712
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.5M +$15.9K +70 +0.2%
HCM
713
Howland Capital Management
Massachusetts
$10.5M -$400K -1,766 -4%
BCM
714
Banyan Capital Management
Georgia
$10.3M -$2.49K -11 -0%
SWP
715
Stratos Wealth Partners
Ohio
$10.3M -$538K -2,374 -5%
SKK
716
Shepherd Kaplan Krochuk
Massachusetts
$10.3M – – –
MCA
717
Mercer Capital Advisers
New Jersey
$10.3M -$31.7K -140 -0.3%
WHRC
718
W.H. Reaves & Co
New Jersey
$10.3M – – –
TFA
719
Teamwork Financial Advisors
Texas
$10.2M +$10.2M +45,129 New
FHB
720
First Hawaiian Bank
Hawaii
$10.2M +$63.9K +282 +0.6%
TG
721
TCW Group
California
$10.1M +$2.59M +11,428 +34%
BWM
722
Buckley Wealth Management
Nevada
$10.1M – – –
TCOK
723
Trust Company of Kansas
Kansas
$10.1M +$10.1M +44,663 New
CHAM
724
Clear Harbor Asset Management
Connecticut
$10.1M -$158K -697 -2%
TFCP
725
Twin Focus Capital Partners
Massachusetts
$10.1M +$918K +4,052 +10%
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