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 %
PTB
651
Pioneer Trust Bank
Oregon
$11.1M +$55.1K +270 +0.5%
BPC
652
Banque Pictet & Cie
Switzerland
$11.1M -$167K -820 -1%
SW
653
SVB Wealth
Massachusetts
$11.1M +$285K +1,397 +3%
SI
654
Stephens Inc
Arkansas
$11M +$14.9K +73 +0.1%
PWP
655
Private Wealth Partners
California
$10.9M +$3.3M +16,165 +43%
HIC
656
Hartline Investment Corp
Illinois
$10.9M +$442K +2,166 +4%
PCM
657
Poehling Capital Management
Wisconsin
$10.9M -$191K -935 -2%
RCM
658
Riverhead Capital Management
Delaware
$10.8M +$906K +4,437 +9%
EWM
659
Edge Wealth Management
New York
$10.7M +$403K +1,976 +4%
WDL
660
Well Done LLC
Michigan
$10.7M +$1.51M +7,417 +16%
CC
661
Claybrook Capital
Massachusetts
$10.7M +$10M +49,205 +1,493%
FG
662
Fiduciary Group
Georgia
$10.7M +$513K +2,511 +5%
CIA
663
Choate Investment Advisors
Massachusetts
$10.6M +$10.6M +52,102 New
WA
664
WP Advisors
California
$10.5M -$41.9K -205 -0.4%
MC
665
Middleton & Co
Massachusetts
$10.5M +$1.41M +6,900 +15%
JCM
666
JD Capital Management
Connecticut
$10.5M +$10.5M +51,504 New
CC
667
Chicago Capital
Illinois
$10.5M +$268K +1,311 +3%
WCF
668
West Coast Financial
California
$10.5M -$707K -3,461 -6%
BDWM
669
Brewin Dolphin Wealth Management
Ireland
$10.5M +$65.3K +320 +0.6%
CWM
670
Cabot Wealth Management
Massachusetts
$10.4M +$17.2K +84 +0.2%
MCM
671
Murphy Capital Management
New Jersey
$10.3M +$447K +2,190 +5%
Daiwa Securities Group
672
Daiwa Securities Group
Japan
$10.3M +$510K +2,500 +5%
BPCE
673
Bank Pictet & Cie (Europe)
Germany
$10.3M -$123K -600 -1%
LPC
674
Loeb Partners Corp
New York
$10.2M – – –
SCM
675
Stevens Capital Management
Pennsylvania
$10.1M -$18.1M -88,729 -64%
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