BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMA
1876
Brooks Moore & Associates
Tennessee
$763K +$254K +1,425 +50%
WI
1877
Wedgewood Investors
Pennsylvania
$762K -$17.9K -100 -2%
NI
1878
NFC Investments
Tennessee
$761K – – –
CWM
1879
Calamos Wealth Management
Illinois
$760K -$93.1K -522 -11%
PM
1880
Penbrook Management
New York
$759K – – –
SHJ
1881
Sharkey, Howes & Javer
Colorado
$758K +$56.1K +314 +8%
CB
1882
Cadence Bank
Mississippi
$754K -$157K -882 -17%
OWIM
1883
Old West Investment Management
California
$754K +$175K +980 +30%
AP
1884
Atwood & Palmer
Missouri
$752K – – –
GCM
1885
Gibraltar Capital Management
Oklahoma
$752K – – –
GSBTD
1886
Glenview State Bank Trust Department
Illinois
$747K +$35.7K +200 +5%
CFA
1887
Capstone Financial Advisors
Illinois
$745K -$89.2K -500 -11%
FLI
1888
Family Legacy Inc
South Carolina
$745K -$66.9K -375 -8%
TAM
1889
Tradition Asset Management
Virginia
$745K – – –
AGA
1890
Accuvest Global Advisors
Utah
$745K +$34.4K +193 +5%
PFA
1891
Pettinga Financial Advisors
Indiana
$742K +$12.5K +70 +2%
LWP
1892
Legacy Wealth Planning
Nevada
$741K +$22.3K +125 +3%
SC
1893
Skylands Capital
Wisconsin
$741K +$741K +4,150 New
MFP
1894
Meridian Financial Partners
Virginia
$734K +$9.3K +49 +1%
NPT
1895
Nixon Peabody Trust
Massachusetts
$734K +$24.1K +135 +3%
TPWA
1896
TRUE Private Wealth Advisors
Oregon
$733K – – –
QI
1897
Qtron Investments
Massachusetts
$732K -$2.5K -14 -0.3%
PO
1898
Private Ocean
California
$729K -$200K -1,123 -22%
NIC
1899
Northwest Investment Counselors
Oregon
$729K -$27.9K -156 -4%
EPA
1900
Element Pointe Advisors
Florida
$729K +$729K +4,086 New
74 75
76
77 78