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 %
FWM
1226
Focused Wealth Management
New York
$2.6M +$2.6M +12,175 New
HW
1227
Hedeker Wealth
Illinois
$2.58M -$1.05M -4,941 -29%
ECM
1228
ETrade Capital Management
Virginia
$2.56M +$235K +1,104 +10%
WPA
1229
Winning Points Advisors
Florida
$2.56M +$15.1K +71 +0.6%
BFA
1230
Bragg Financial Advisors
North Carolina
$2.55M -$20.7K -97 -0.8%
LB
1231
Landmark Bank
Missouri
$2.55M +$24.5K +115 +1%
AR
1232
Advisory Research
Illinois
$2.54M -$71.6K -336 -3%
PG
1233
Patten Group
Tennessee
$2.53M -$4.26K -20 -0.2%
SMFS
1234
Squar Milner Financial Services
California
$2.52M -$49K -230 -2%
KC
1235
Kingfisher Capital
North Carolina
$2.52M -$72.2K -339 -3%
AI
1236
Accredited Investors
Minnesota
$2.51M +$33.7K +158 +1%
SMG
1237
Spectrum Management Group
Indiana
$2.51M +$143K +670 +6%
PWP
1238
Personal Wealth Partners
Minnesota
$2.51M +$297K +1,394 +13%
NEPWA
1239
New England Private Wealth Advisors
Massachusetts
$2.51M +$74.6K +350 +3%
CCM
1240
Condor Capital Management
New Jersey
$2.5M +$47.5K +223 +2%
DA
1241
Duality Advisers
Florida
$2.49M +$2.49M +11,690 New
CCT
1242
Capital City Trust
Florida
$2.48M -$37.7K -177 -1%
SAMC
1243
Spectrum Asset Management (California)
California
$2.46M +$774K +3,630 +46%
PAM
1244
Pegasus Asset Management
New York
$2.46M +$103K +484 +4%
BCA
1245
Bay Colony Advisors
Massachusetts
$2.45M – – –
CGL
1246
Clarius Group LLC
Washington
$2.45M +$452K +2,122 +23%
OKSA
1247
O'Keefe Stevens Advisory
New York
$2.45M +$310K +1,455 +15%
MMPW
1248
Mitchell McLeod Pugh & Williams
Alabama
$2.45M +$4.69K +22 +0.2%
FMBTD
1249
First Midwest Bank Trust Division
Illinois
$2.44M -$128K -602 -5%
PAS
1250
Park Avenue Securities
New York
$2.44M +$157K +735 +7%
48 49
50
51 52