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 %
BW
1351
Bison Wealth
Georgia
$1.91M – – –
IWA
1352
IBEX Wealth Advisors
New Jersey
$1.91M -$375K -1,761 -16%
CA
1353
Calton & Associates
Florida
$1.9M +$156K +733 +9%
BCM
1354
Becker Capital Management
Oregon
$1.9M +$179K +838 +10%
TWA
1355
Tillar-Wenstrup Advisors
Ohio
$1.89M -$25.2K -118 -1%
WHG
1356
Westwood Holdings Group
Texas
$1.88M +$29.8K +140 +2%
SFSIG
1357
San Francisco Sentry Investment Group
California
$1.88M +$31.1K +146 +2%
OC
1358
Oarsman Capital
Wisconsin
$1.88M +$53.9K +253 +3%
AWA
1359
Acorn Wealth Advisors
Michigan
$1.88M -$18.9K -94 -1%
B
1360
Bailard
California
$1.87M +$80.4K +377 +4%
TA
1361
Tiedemann Advisors
New York
$1.87M -$1.16M -5,451 -38%
WA
1362
Winfield Associates
Ohio
$1.87M -$18.1K -85 -1%
EGA
1363
E&G Advisors
Texas
$1.87M -$42.6K -200 -2%
WG
1364
Welch Group
Alabama
$1.86M +$97K +455 +5%
SIM
1365
Stratos Investment Management
Ohio
$1.85M +$480K +2,252 +35%
WSCM
1366
Wellington Shields Capital Management
New York
$1.85M +$28.8K +135 +2%
FWP
1367
FAS Wealth Partners
Kansas
$1.85M -$183K -860 -9%
CASB
1368
Cape Ann Savings Bank
Massachusetts
$1.84M -$30.7K -144 -2%
GRP
1369
Global Retirement Partners
California
$1.84M +$166K +780 +10%
PFSC
1370
Peoples Financial Services Corp
Pennsylvania
$1.84M -$21.3K -100 -1%
MMHP
1371
Murphy Middleton Hinkle & Parker
Georgia
$1.83M -$65.9K -309 -3%
MM
1372
Midas Management
New York
$1.83M -$95.9K -450 -5%
SIC
1373
Schwartz Investment Counsel
Michigan
$1.83M – – –
ASC
1374
Atalanta Sosnoff Capital
New York
$1.83M -$104K -490 -5%
SCA
1375
Sippican Capital Advisors
Massachusetts
$1.82M -$9.59K -45 -0.5%
53 54
55
56 57