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 %
CBB
1526
Citizens Business Bank
California
$1.33M +$122K +570 +10%
VWM
1527
Venturi Wealth Management
Texas
$1.33M +$36.4K +171 +3%
BCA
1528
Berman Capital Advisors
Georgia
$1.33M +$174K +820 +15%
NIM
1529
NuWave Investment Management
New Jersey
$1.33M -$134K -627 -9%
RGIA
1530
Rainier Group Investment Advisory
Washington
$1.33M +$604K +2,833 +83%
KFP
1531
KMG Fiduciary Partners
Ohio
$1.33M +$213K +997 +19%
IG
1532
ING Group
Netherlands
$1.33M -$46.7K -219 -3%
EDRIA
1533
Edmonds Duncan Registered Investment Advisors
Kansas
$1.33M – – –
HIC
1534
Holderness Investments Company
North Carolina
$1.33M +$48K +225 +4%
LJAC
1535
L.J. Altfest & Co
New York
$1.32M -$81.2K -381 -6%
BF
1536
Blankinship & Foster
California
$1.32M – – –
NA
1537
Nottingham Advisors
New York
$1.31M +$19.4K +91 +1%
IFWM
1538
Institute for Wealth Management
Colorado
$1.31M +$1.31M +6,157 New
DPIM
1539
Duff & Phelps Investment Management
Illinois
$1.31M – – –
DI
1540
Dalton Investments
Nevada
$1.31M – – –
SFA
1541
Semmax Financial Advisors
North Carolina
$1.31M +$604K +2,832 +85%
IAS
1542
IMA Advisory Services
Colorado
$1.31M -$1.71K -8 -0.1%
EWM
1543
Endurance Wealth Management
Rhode Island
$1.31M – – –
REMPR
1544
Roof Eidam Maycock Peralta (REMP)
California
$1.3M – – –
BHTS
1545
Bar Harbor Trust Services
Maine
$1.3M – – –
FNBOSM
1546
First National Bank of South Miami
Florida
$1.29M -$36.8K -179 -3%
MA
1547
MCF Advisors
Kentucky
$1.29M +$520K +2,440 +68%
PTC
1548
Provident Trust Company
Wisconsin
$1.28M – – –
CFD
1549
Creative Financial Designs
Indiana
$1.28M +$325K +1,512 +34%
Cohen & Steers
1550
Cohen & Steers
New York
$1.28M -$233K -1,093 -15%
60 61
62
63 64