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 %
RC
551
RBO & Co
California
$14.8M +$244K +1,195 +2%
SC
552
Sepio Capital
Utah
$14.8M +$14.8M +72,630 New
JCM
553
Janney Capital Management
Pennsylvania
$14.8M -$964K -4,720 -6%
FWCM
554
Ferguson Wellman Capital Management
Oregon
$14.7M +$305K +1,495 +2%
KAM
555
Knightsbridge Asset Management
California
$14.7M +$2.9M +14,200 +25%
LP
556
LMR Partners
United Kingdom
$14.7M +$14.7M +72,029 New
AIM
557
Achmea Investment Management
Netherlands
$14.7M +$1.44M +7,058 +11%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$14.7M -$1.97M -9,671 -12%
TIP
559
Torray Investment Partners
Maryland
$14.6M +$28K +137 +0.2%
BSW
560
Buckingham Strategic Wealth
Missouri
$14.5M +$122K +597 +0.8%
CA
561
Cetera Advisors
Colorado
$14.4M +$978K +4,804 +7%
KCM
562
Kanawha Capital Management
Virginia
$14.4M -$70.4K -345 -0.5%
MGIA
563
Moneta Group Investment Advisors
Missouri
$14.4M -$70.6K -346 -0.5%
CAM
564
Carret Asset Management
New York
$14.4M -$4.49K -22 -0%
LC
565
Lincoln Capital
Nebraska
$14.4M +$661K +3,237 +5%
MRCM
566
M&R Capital Management
New Jersey
$14.3M -$164K -805 -1%
SC
567
Spindletop Capital
New York
$14.3M – – –
TI
568
TT International
United Kingdom
$14.1M +$347K +1,701 +3%
CAM
569
Claret Asset Management
Quebec, Canada
$14.1M -$94.1K -461 -0.7%
DP
570
DDD Partners
Washington
$14M -$817 -4 -0%
BUB
571
BBVA USA Bancshares
Texas
$14M -$129K -633 -0.9%
BAPIM
572
British Airways Pensions Investment Management
United Kingdom
$13.9M -$13.9K -68 -0.1%
WWM
573
Western Wealth Management
Colorado
$13.9M +$13.9M +68,281 New
SNB
574
Security National Bank
Nebraska
$13.9M +$429K +2,100 +3%
MA
575
Montag & Associates
Georgia
$13.9M +$1.38M +6,766 +11%
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