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 %
CC
1426
Capital Counsel
New York
$1.62M – – –
NIS
1427
National Investment Services
Wisconsin
$1.62M -$31.8K -149 -2%
KF
1428
Krilogy Financial
Missouri
$1.61M +$136K +636 +9%
ST
1429
Sabal Trust
Florida
$1.61M +$157K +738 +11%
NJBEST
1430
New Jersey Better Educational Savings Trust
New Jersey
$1.6M +$213K +1,000 +15%
WCM
1431
Whitener Capital Management
North Carolina
$1.6M +$192K +900 +14%
FAM
1432
Formidable Asset Management
Ohio
$1.59M +$1.59M +7,754 New
IMOV
1433
Investment Management of Virginia
Virginia
$1.59M -$1.6M -7,511 -50%
LAIC
1434
Lederer & Associates Investment Counsel
California
$1.59M -$5.33K -25 -0.3%
FLPIM
1435
F.L. Putnam Investment Management
Massachusetts
$1.59M -$110K -518 -7%
IWP
1436
Icon Wealth Partners
Texas
$1.59M -$27.1K -127 -2%
HPWM
1437
Highland Private Wealth Management
Washington
$1.59M +$26.2K +123 +2%
ATC
1438
Adirondack Trust Company
New York
$1.57M +$59.5K +279 +4%
HBWM
1439
Hollow Brook Wealth Management
New York
$1.56M -$16.2K -76 -1%
LPT
1440
Legacy Private Trust
Wisconsin
$1.56M +$255K +1,195 +19%
CL
1441
CSS LLC
Illinois
$1.56M – – –
NP
1442
NorthRock Partners
Minnesota
$1.56M -$53.3K -250 -3%
WAG
1443
Winthrop Advisory Group
Massachusetts
$1.56M -$89.5K -420 -5%
THWM
1444
Taylor Hoffman Wealth Management
Virginia
$1.55M -$138K -647 -8%
CB
1445
Cadence Bank
Mississippi
$1.55M +$107K +500 +7%
LSPW
1446
Lake Street Private Wealth
Illinois
$1.55M -$1.71K -8 -0.1%
IIC
1447
Integrated Investment Consultants
Michigan
$1.54M +$25.6K +120 +2%
FCA
1448
FLC Capital Advisors
California
$1.54M +$140K +650 +10%
KAS
1449
Kemnay Advisory Services
New York
$1.54M -$15.4M -72,243 -91%
FAG
1450
Financial Advisory Group
Texas
$1.54M – – –
56 57
58
59 60