BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.07B
2
PSCM
Pershing Square Capital Management
New York
+$749M
3
Capital International Investors
Capital International Investors
California
+$512M
4
Invesco
Invesco
Georgia
+$459M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$414M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.07B
3
SAM
SP Asset Management
California
-$579M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
1201
Quantbot Technologies
New York
$2.7M +$2.7M +12,688 New
GTAM
1202
Global Trust Asset Management
Florida
$2.7M – – –
AP
1203
Appleton Partners
Massachusetts
$2.7M +$293K +1,373 +12%
QCG
1204
Quadrant Capital Group
Ohio
$2.7M -$37.7K -178 -1%
DT
1205
Diversified Trust
Tennessee
$2.7M +$137K +645 +5%
SIAP
1206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.69M -$199K -935 -7%
ZIM
1207
Zacks Investment Management
Illinois
$2.69M -$473K -2,221 -15%
LFS
1208
Legacy Financial Strategies
Kansas
$2.69M -$454K -2,130 -14%
EWM
1209
Executive Wealth Management
Michigan
$2.68M +$33K +155 +1%
PL
1210
Plancorp LLC
Missouri
$2.68M -$702K -3,295 -21%
CBTWT
1211
Community Bank & Trust (Waco, Texas)
Texas
$2.67M +$27.9K +131 +1%
PFO
1212
Pathstone Family Office
New Jersey
$2.67M +$653K +3,064 +32%
IWC
1213
Integrated Wealth Concepts
Massachusetts
$2.65M +$887K +4,396 +50%
RW
1214
REDW Wealth
New Mexico
$2.65M -$110K -514 -4%
SA
1215
SRH Advisors
Kansas
$2.65M +$2.65M +12,411 New
DAM
1216
Delta Asset Management
Tennessee
$2.64M -$37.3K -175 -1%
AF
1217
Allworth Financial
California
$2.63M +$376K +1,765 +17%
TF
1218
Tompkins Financial
New York
$2.62M +$196K +918 +8%
WPP
1219
Whalerock Point Partners
Rhode Island
$2.62M +$16K +75 +0.6%
NHC
1220
Nicholas Hoffman & Company
Georgia
$2.62M -$37.3K -175 -1%
CAM
1221
Cozad Asset Management
Illinois
$2.61M +$2.13K +10 +0.1%
BCM
1222
Breiter Capital Management
Florida
$2.61M -$147K -690 -5%
CWS
1223
Cypress Wealth Services
California
$2.6M +$101K +473 +4%
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$2.6M +$10.7K +50 +0.4%
HCA
1225
Horan Capital Advisors
Ohio
$2.6M -$52.4K -246 -2%
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49
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