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 %
FDS
2276
First Dallas Securities
Texas
$224K – – –
PD
2277
Planning Directions
Pennsylvania
$224K – – –
WCWM
2278
Wooster Corthell Wealth Management
Connecticut
$224K – – –
SAM
2279
Smithbridge Asset Management
Pennsylvania
$224K – – –
BAM
2280
Bruderman Asset Management
New York
$222K -$736K -3,453 -77%
BBA
2281
Braun-Bostich & Associates
Pennsylvania
$222K – – –
GAG
2282
GM Advisory Group
New York
$221K – – –
VWM
2283
Valley Wealth Managers
New Jersey
$220K -$18.3K -86 -8%
SSWM
2284
Sheets Smith Wealth Management
North Carolina
$219K – – –
WCM
2285
Wealthcare Capital Management
Virginia
$218K +$2.55K +12 +1%
BWCS
2286
Beirne Wealth Consulting Services
Connecticut
$217K -$1.41M -6,619 -87%
AIA
2287
Arbor Investment Advisors
North Carolina
$217K +$217K +1,016 New
BCAM
2288
Boston Common Asset Management
Massachusetts
$216K – – –
SFC
2289
SYM Financial Corp
Indiana
$216K +$216K +1,013 New
AFM
2290
Andesa Financial Management
Pennsylvania
$215K -$215K -1,009 -50%
CCM
2291
Carderock Capital Management
Maryland
$215K -$18.7K -88 -8%
LFA
2292
Landmark Financial Advisors
Kentucky
$214K – – –
WAM
2293
Weiss Asset Management
Massachusetts
$214K – – –
FSC
2294
Full Sail Capital
Oklahoma
$214K +$9.77K +49 +5%
HFM
2295
Hartford Financial Management
Connecticut
$213K – – –
HIM
2296
Hillsdale Investment Management
Ontario, Canada
$213K +$93.7K +440 +79%
BWL
2297
Bogart Wealth LLC
Virginia
$212K -$24.7K -116 -10%
DA
2298
Dillon & Associates
Michigan
$212K – – –
GWMIA
2299
Global Wealth Management Investment Advisory
Florida
$210K – – –
LWS
2300
Lucia Wealth Services
California
$208K -$6.41K -30 -3%
90 91
92
93 94