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 %
CWG
2151
Cornerstone Wealth Group
North Carolina
$538K +$538K +2,377 New
PAM
2152
Palisade Asset Management
Minnesota
$536K +$105K +464 +24%
ABP
2153
Arthur B. Page
$534K -$89.9K -397 -14%
VFP
2154
Verus Financial Partners
Virginia
$534K +$4.75K +21 +0.9%
SC
2155
SRB Corp
Massachusetts
$532K +$15.8K +70 +3%
FBT
2156
First Bank & Trust
South Dakota
$528K +$56.6K +250 +12%
BSPF
2157
British Steel Pension Fund
United Kingdom
$527K – – –
CWM
2158
CCG Wealth Management
California
$526K +$35.3K +156 +7%
CSPIA
2159
Cary Street Partners Investment Advisory
Virginia
$524K +$524K +814 New
IC
2160
Intersect Capital
California
$523K -$128K -565 -20%
MC
2161
Matisse Capital
Oregon
$522K – – –
BMA
2162
Brooks Moore & Associates
Tennessee
$516K +$290K +1,280 +128%
LFASL
2163
Lugano Financial Advisors SA (LFA)
Switzerland
$516K +$516K +2,276 New
KMWM
2164
Keudell/Morrison Wealth Management
Oregon
$512K +$6.79K +30 +1%
CRCM
2165
Corbett Road Capital Management
Virginia
$512K +$512K +2,260 New
NED
2166
Nancy E. Dempze
$511K -$6.57K -29 -1%
CST
2167
Charles Schwab Trust
Nevada
$510K +$95.6K +422 +23%
CA
2168
Continuum Advisory
Idaho
$508K +$69.7K +308 +16%
LCAM
2169
London & Capital Asset Management
United Kingdom
$507K – – –
MNBTD
2170
Moody National Bank Trust Division
Texas
$506K -$9.29K -41 -2%
AAM
2171
Augustine Asset Management
Florida
$504K +$44.6K +197 +10%
SCP
2172
Stamos Capital Partners
California
$503K +$503K +2,220 New
BCM
2173
BTC Capital Management
Iowa
$499K – – –
APWM
2174
Atlas Private Wealth Management
New York
$499K +$499K +2,203 New
CFG
2175
CMC Financial Group
Georgia
$498K – – –
85 86
87
88 89