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 %
FC
1851
Financial Consulate
Maryland
$688K -$426 -2 -0.1%
BIA
1852
Bigelow Investment Advisors
Maine
$686K -$4.05K -19 -0.6%
IWA
1853
Inspirion Wealth Advisors
Illinois
$685K -$5.97K -28 -0.9%
AMG
1854
Advisors Management Group
Wisconsin
$683K – – –
WB
1855
Webster Bank
Connecticut
$683K – – –
CWM
1856
Circle Wealth Management
New Jersey
$683K +$255K +1,195 +59%
KBG
1857
Kahn Brothers Group
New York
$682K +$682K +3,200 New
CI
1858
Capital International
California
$682K – – –
MWM
1859
Mascoma Wealth Management
New Hampshire
$681K – – –
ALAM
1860
Asahi Life Asset Management
Japan
$680K +$23.4K +110 +4%
LB
1861
Legacy Bridge
Iowa
$679K – – –
CSM
1862
CAMG Solamere Management
North Carolina
$677K – – –
OAJ
1863
Ogorek Anthony Joseph
New York
$675K +$53.3K +250 +9%
PPP
1864
Private Portfolio Partners
New Jersey
$672K +$89.4K +419 +15%
SLT
1865
St Louis Trust
Missouri
$671K – – –
JF
1866
JSF Financial
California
$667K +$73.6K +345 +12%
HR
1867
Hardy Reed
Mississippi
$666K +$48.6K +228 +8%
PCFFS
1868
Pacific Center for Financial Services
California
$664K – – –
AWM
1869
Aries Wealth Management
Maine
$662K – – –
CP
1870
Camelot Portfolios
Ohio
$661K -$192K -900 -22%
CC
1871
Claybrook Capital
Massachusetts
$660K – – –
CCM
1872
Colorado Capital Management
Colorado
$659K – – –
AWE
1873
Avidian Wealth Enterprises
Texas
$658K +$13.7K +64 +2%
SWM
1874
SeaCrest Wealth Management
New York
$656K -$696K -3,266 -51%
PWAG
1875
Polaris Wealth Advisory Group
California
$654K -$2.15K -10 -0.3%
73 74
75
76 77