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 %
CCM
1276
Coldstream Capital Management
Washington
$2.3M +$131K +616 +6%
VC
1277
Vicus Capital
Pennsylvania
$2.3M -$2.35K -11 -0.1%
HC
1278
Hourglass Capital
Texas
$2.29M -$29.2K -137 -1%
ACP
1279
Ashfield Capital Partners
California
$2.29M -$171K -800 -7%
CAM
1280
Cidel Asset Management
Ontario, Canada
$2.29M – – –
NNP
1281
Nachman Norwood & Parrott
South Carolina
$2.28M -$107K -500 -4%
PNC
1282
Park National Corp
Ohio
$2.27M -$66.7K -313 -3%
W
1283
WealthStone
Ohio
$2.27M +$2.27M +10,631 New
SAM
1284
SignalPoint Asset Management
Missouri
$2.26M +$83.4K +391 +4%
AAM
1285
Aureus Asset Management
Massachusetts
$2.25M -$266K -1,250 -11%
WWM
1286
Windsor Wealth Management
Indiana
$2.25M +$274K +1,276 +14%
DI
1287
Diligent Investors
California
$2.25M -$51.2K -240 -2%
FHA
1288
Flagship Harbor Advisors
Massachusetts
$2.24M -$40.9K -192 -2%
OIM
1289
Orca Investment Management
Oregon
$2.21M -$352K -1,650 -14%
RIM
1290
Regent Investment Management
Kentucky
$2.21M -$105K -493 -5%
LWANC
1291
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21M +$14.9K +70 +0.7%
MYIA
1292
Mount Yale Investment Advisors
Colorado
$2.2M -$1.26M -6,340 -36%
AC
1293
Addenda Capital
Quebec, Canada
$2.2M -$1.78M -8,328 -45%
WC
1294
Woodstock Corp
Massachusetts
$2.19M -$53.3K -250 -2%
SCM
1295
Silvant Capital Management
Georgia
$2.18M – – –
Capstone Investment Advisors
1296
Capstone Investment Advisors
New York
$2.18M -$1.27M -5,949 -37%
PWMAG
1297
Pinnacle Wealth Management Advisory Group
New Jersey
$2.18M +$393K +1,845 +22%
FPCP
1298
Fort Point Capital Partners
California
$2.17M -$3.84K -18 -0.2%
JFA
1299
JNBA Financial Advisors
Minnesota
$2.17M – – –
IIC
1300
Ironwood Investment Counsel
Arizona
$2.17M +$12.8K +60 +0.6%
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