BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
526
Barrett Asset Management
New York
$17M +$478K +2,343 +3%
BFA
527
Beaumont Financial Advisors
Massachusetts
$16.6M -$223K -1,092 -1%
CA
528
Cornerstone Advisors
North Carolina
$16.3M – – –
SC
529
SouthState Corp
Florida
$16.3M +$1.7M +8,332 +12%
HLCM
530
Hi-Line Capital Management
South Dakota
$16.1M +$16.1M +79,088 New
WF
531
Welch & Forbes
Massachusetts
$16.1M -$431K -2,112 -3%
Jones Financial Companies
532
Jones Financial Companies
Missouri
$16.1M -$180K -883 -1%
RIM
533
Redpoint Investment Management
Australia
$16M +$459K +2,248 +3%
ECM
534
Elgethun Capital Management
South Dakota
$15.9M +$226K +1,115 +1%
IGGA
535
Iron Gate Global Advisors
Utah
$15.9M +$288K +1,409 +2%
SIG
536
Schaller Investment Group
North Carolina
$15.7M -$224K -1,099 -1%
WTC
537
WhitTier Trust Company
Nevada
$15.7M +$2.37M +11,592 +18%
VFA
538
Valeo Financial Advisors
Indiana
$15.6M +$364K +1,782 +2%
VIP
539
Vantage Investment Partners
Missouri
$15.6M +$46.8K +229 +0.3%
CAPTRUST Financial Advisors
540
CAPTRUST Financial Advisors
North Carolina
$15.5M -$162K -792 -1%
II
541
IFM Investors
Australia
$15.3M +$1.58M +7,748 +11%
DWM
542
Doyle Wealth Management
Florida
$15.3M +$137K +669 +0.9%
WorldQuant Millennium Advisors
543
WorldQuant Millennium Advisors
New York
$15.2M +$4.85M +23,737 +47%
PC
544
Port Capital
Illinois
$15.2M +$1.88M +9,210 +14%
ST
545
Spinnaker Trust
Maine
$15.2M +$1.32M +6,463 +10%
Wealthfront Advisers
546
Wealthfront Advisers
California
$15.2M +$15.2M +74,369 New
S
547
SignatureFD
Georgia
$15.1M +$139K +681 +0.9%
FBB
548
Fulton Breakefield Broenniman
Maryland
$15.1M -$69.2K -339 -0.5%
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$15M +$6.04M +29,558 +68%
MCM
550
McKinley Capital Management
Alaska
$14.9M +$14.9M +72,847 New
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