BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
NOCM
1776
Night Owl Capital Management
Connecticut
$1.09M -$138K -610 -11%
GCA
1777
Guardian Capital Advisors
Ontario, Canada
$1.08M +$43.2K +190 +4%
DWM
1778
Dorchester Wealth Management
Quebec, Canada
$1.08M -$7.93K -35 -0.7%
BIM
1779
Beach Investment Management
Pennsylvania
$1.07M – – –
GCM
1780
Gibraltar Capital Management
Oklahoma
$1.07M -$227K -1,000 -18%
FCFC
1781
First Citizens Financial Corp
Iowa
$1.07M +$1.07M +4,710 New
PWSG
1782
Pacific Wealth Strategies Group
California
$1.07M -$31.9K -141 -3%
OCM
1783
Orleans Capital Management
Louisiana
$1.07M – – –
VWM
1784
Vigilare Wealth Management
Arizona
$1.07M +$1.07M +4,765 New
EGM
1785
Engineers Gate Manager
New York
$1.06M -$6.96M -30,733 -87%
SCM
1786
Sterneck Capital Management
Missouri
$1.06M – – –
TC
1787
Trilogy Capital
California
$1.06M +$70K +310 +7%
KOMWMG
1788
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.06M +$1.06M +4,678 New
ACM
1789
Argent Capital Management
Missouri
$1.06M – – –
PNAA
1790
Pictet North America Advisors
Switzerland
$1.05M -$90.6K -400 -8%
LWM
1791
Liberty Wealth Management
California
$1.05M +$18.1K +80 +2%
WGA
1792
Weather Gauge Advisory
Virginia
$1.04M – – –
CT
1793
Columbia Trust
Oregon
$1.04M +$1.04M +4,600 New
TC
1794
Truvestments Capital
Florida
$1.04M +$86.1K +380 +9%
SIM
1795
Sonora Investment Management
Arizona
$1.04M +$1.04M +4,584 New
S
1796
Seeyond
France
$1.04M -$86.7K -383 -8%
BAM
1797
Brave Asset Management
New Jersey
$1.04M -$49.6K -219 -5%
WI
1798
Wedgewood Investors
Pennsylvania
$1.03M – – –
WAS
1799
WESPAC Advisors SoCal
California
$1.03M +$51.2K +226 +5%
Edgewood Management
1800
Edgewood Management
Connecticut
$1.03M -$11.3K -50 -1%
70 71
72
73 74