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 %
TC
1201
TownSquare Capital
Utah
$3.2M -$1.33M -5,856 -29%
DIA
1202
Dean Investment Associates
Ohio
$3.19M -$2.21M -9,772 -41%
AUB
1203
Atlantic Union Bankshares
Virginia
$3.18M +$73.2K +323 +2%
AFIA
1204
America First Investment Advisors
Nebraska
$3.17M +$22.6K +100 +0.7%
KPCM
1205
Kings Point Capital Management
New York
$3.16M +$106K +470 +3%
RAM
1206
Redmond Asset Management
Virginia
$3.16M -$62.5K -276 -2%
CCM
1207
Community Capital Management
Florida
$3.14M – – –
CA
1208
Corrado Advisors
New Jersey
$3.13M +$229K +500 +8%
SS
1209
Simplicity Solutions
Minnesota
$3.13M +$1.28M +5,648 +69%
CGL
1210
Clarius Group LLC
Washington
$3.12M +$169K +742 +6%
CBU
1211
CIBC Bank USA
Illinois
$3.12M +$225K +993 +8%
DAM
1212
Delta Asset Management
Tennessee
$3.11M -$36.2K -160 -1%
OFS
1213
Oldfather Financial Services
Nebraska
$3.11M +$3.11M +13,847 New
RWM
1214
RKL Wealth Management
Pennsylvania
$3.09M -$232K -1,026 -7%
SIM
1215
Stratos Investment Management
Ohio
$3.09M +$828K +3,656 +37%
MYIA
1216
Mount Yale Investment Advisors
Colorado
$3.09M +$582K +2,592 +23%
PAMG
1217
Patton Albertson Miller Group
Tennessee
$3.08M +$34K +150 +1%
CG
1218
Caprock Group
Idaho
$3.07M -$181K -800 -6%
DFA
1219
Delta Financial Advisors
Louisiana
$3.07M -$2.94K -13 -0.1%
MFG
1220
Magnus Financial Group
New York
$3.06M +$122K +540 +4%
YWP
1221
YorkBridge Wealth Partners
New York
$3.06M -$48.3K -213 -2%
CNFG
1222
Creegan & Nassoura Financial Group
New Hampshire
$3.06M +$3.06M +13,493 New
ECG
1223
Edge Capital Group
Georgia
$3.05M – – –
BA
1224
Birinyi Associates
Connecticut
$3.05M +$27.2K +120 +0.9%
PFBT
1225
Parkside Financial Bank & Trust
Missouri
$3.04M +$30.4K +134 +1%
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49
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