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 %
CC
1951
Cedar Capital
Illinois
$660K +$43.7K +245 +7%
IP
1952
Investment Partners
Ohio
$658K -$22.7K -127 -3%
BA
1953
Bard Associates
Illinois
$658K -$17.9K -100 -3%
JFG
1954
JMG Financial Group
Illinois
$657K -$357K -2,000 -35%
CNB
1955
Camden National Bank
Maine
$657K -$74.4K -417 -10%
PT
1956
Plimoth Trust
Massachusetts
$655K +$50K +280 +8%
HR
1957
Hayden Royal
North Carolina
$654K -$250K -1,403 -28%
CCM
1958
Chilton Capital Management
Texas
$654K – – –
NSAM
1959
North Star Asset Management
Wisconsin
$654K +$7.15K +40 +1%
WA
1960
Winfield Associates
Ohio
$652K -$22.3K -125 -3%
CC
1961
Cornerstone Capital
California
$650K +$15.7K +88 +2%
IC
1962
Investment Counsel
Michigan
$650K +$138K +770 +27%
WAOTB
1963
Wealth Advisors of Tampa Bay
Florida
$647K – – –
GPFA
1964
Game Plan Financial Advisors
Ohio
$645K -$21.4K -120 -3%
WGA
1965
Weather Gauge Advisory
Virginia
$643K -$152K -850 -19%
WFM
1966
Wolff Financial Management
Michigan
$642K -$17.9K -100 -3%
LF
1967
Lantz Financial
Illinois
$640K -$163K -916 -20%
G
1968
GenTrust
Florida
$638K -$8.39K -47 -1%
MFS
1969
Mirabella Financial Services
United Kingdom
$637K +$637K +3,566 New
WCA
1970
Windsor Creek Advisors
Vermont
$636K -$21.1K -118 -3%
PCFFS
1971
Pacific Center for Financial Services
California
$636K – – –
FPGK
1972
Financial Partners Group (Kansas)
Kansas
$636K +$117K +653 +22%
AWM
1973
AllSquare Wealth Management
New York
$635K – – –
KA
1974
KLCM Advisors
Wisconsin
$634K -$8.92K -50 -1%
CAGAS
1975
Capital Advisory Group Advisory Services
Minnesota
$634K +$510K +2,854 +411%
77 78
79
80 81