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 %
HKIM
751
Hayek Kallen Investment Management
Alabama
$8.18M +$23.5K +115 +0.3%
FNBT
752
FineMark National Bank & Trust
Florida
$8.14M +$73.9K +362 +0.9%
SHWM
753
Smith & Howard Wealth Management
Georgia
$8.08M -$788K -3,858 -9%
SFS
754
Sowell Financial Services
Arkansas
$8.07M +$8.07M +39,541 New
BHIA
755
Birch Hill Investment Advisors
Massachusetts
$8.05M +$13.1K +64 +0.2%
RTS
756
Round Table Services
New Jersey
$8.04M +$395K +1,937 +5%
ATI
757
Act Two Investors
California
$8.02M +$8.02M +39,269 New
BFIM
758
Beese Fulmer Investment Management
Ohio
$8.01M +$231K +1,133 +3%
GC
759
Gratus Capital
Georgia
$8M +$13.1K +64 +0.2%
HCM
760
Hutner Capital Management
Vermont
$7.96M +$54.7K +268 +0.7%
DBT
761
Dubuque Bank & Trust
Iowa
$7.96M -$211K -1,033 -3%
MYAM
762
Meiji Yasuda Asset Management
Japan
$7.93M -$250K -1,225 -3%
BBA
763
BLB&B Advisors
Pennsylvania
$7.92M -$19.4K -95 -0.2%
SCM
764
Symons Capital Management
Pennsylvania
$7.88M +$7.88M +38,604 New
FVSAZ
765
Flossbach von Storch AG Zurich
Switzerland
$7.88M +$7.88M +38,600 New
FFWA
766
FRG Family Wealth Advisors
Washington
$7.88M -$194K -950 -2%
PAM
767
Peak Asset Management
Colorado
$7.88M +$62.5K +306 +0.8%
ESCM
768
Echo Street Capital Management
New York
$7.87M +$7.87M +38,542 New
LNWWM
769
Laird Norton Wetherby Wealth Management
California
$7.86M +$12.9K +63 +0.2%
KRSITF
770
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.86M +$338K +1,657 +4%
TCCM
771
Timber Creek Capital Management
Massachusetts
$7.84M -$64.3K -315 -0.8%
DBG
772
De Burlo Group
Massachusetts
$7.82M +$5.02M +24,600 +180%
1832 Asset Management
773
1832 Asset Management
Ontario, Canada
$7.8M +$1.84M +9,038 +31%
KTM
774
Keeler Thomas Management
Utah
$7.75M -$197K -965 -2%
AAIM
775
Asset Advisors Investment Management
Georgia
$7.73M -$839K -4,110 -10%
29 30
31
32 33