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 %
SBWM
2376
Sunflower Bank Wealth Management
Arizona
$300K -$23.5K -104 -7%
WCM
2377
Wealthcare Capital Management
Virginia
$300K +$67.6K +298 +29%
GHAM
2378
Gilman Hill Asset Management
Connecticut
$299K -$47.5K -210 -14%
FMP
2379
Financial Management Professionals
Texas
$299K – – –
CWM
2380
Concentrum Wealth Management
California
$298K +$453 +2 +0.2%
BOM
2381
Bank of Marin
California
$297K +$297K +1,311 New
FFG
2382
Ford Financial Group
California
$296K +$44.1K +195 +17%
OPTFSNA
2383
Old Point Trust & Financial Services N A
Virginia
$295K – – –
CCM
2384
Cutler Capital Management
Massachusetts
$294K +$113K +500 +63%
ACA
2385
Aptus Capital Advisors
Alabama
$293K -$1.28M -5,658 -81%
KM
2386
Kalos Management
Georgia
$293K -$14.5K -64 -5%
MWPCG
2387
Measured Wealth Private Client Group
New Hampshire
$293K -$11.3K -50 -4%
GA
2388
Gateway Advisory
New Jersey
$292K – – –
DFG
2389
Demars Financial Group
Washington
$292K +$292K +1,290 New
AWM
2390
Apollon Wealth Management
South Carolina
$290K +$290K +1,270 New
CG
2391
Corundum Group
Colorado
$289K +$8.38K +37 +3%
RWRC
2392
R.W. Roge & Company
New York
$289K +$289K +1,271 New
IA
2393
IFG Advisors
Missouri
$288K – – –
AC
2394
AlphaCore Capital
California
$288K +$288K +1,273 New
PFC
2395
Phocas Financial Corp
California
$287K -$264K -1,270 Closed
CCM
2396
Cohen Capital Management
California
$287K +$4.52K +20 +2%
JT
2397
Jump Trading
Illinois
$286K +$286K +1,263 New
HS
2398
Haafor (Singapore)
Singapore
$286K +$286K +1,264 New
PCA
2399
Peddock Capital Advisors
Massachusetts
$285K – – –
CMA
2400
Cedar Mountain Advisors
Oregon
$285K +$285K +1,259 New
94 95
96
97 98