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 %
FIB
776
First Interstate Bank
Montana
$7.71M -$153K -748 -2%
WI
777
Wafra Inc
New York
$7.7M – – –
SGAM
778
Steinberg Global Asset Management
Florida
$7.65M -$47.4K -232 -0.6%
AWM
779
Avior Wealth Management
Nebraska
$7.62M -$107K -524 -1%
MCMT
780
Moon Capital Management (Tennessee)
Tennessee
$7.56M -$211K -1,034 -3%
FI
781
Financial Insights
Washington
$7.56M +$7.56M +36,777 New
PP
782
Palladium Partners
Virginia
$7.55M -$76.6K -375 -1%
PAIM
783
Punch & Associates Investment Management
Minnesota
$7.53M -$51.2K -251 -0.7%
EAM
784
Evanson Asset Management
California
$7.5M +$226K +1,106 +3%
RCG
785
Ruggie Capital Group
Florida
$7.48M +$156K +764 +2%
SAM
786
Summit Asset Management
Tennessee
$7.46M +$385K +1,887 +5%
TPW
787
Tiller Private Wealth
Pennsylvania
$7.42M -$6.33K -31 -0.1%
OCAM
788
Onex Canada Asset Management
Ontario, Canada
$7.39M +$209K +1,022 +3%
LIA
789
LS Investment Advisors
Michigan
$7.38M -$3.18M -15,588 -30%
ODCM
790
Old Dominion Capital Management
Virginia
$7.34M +$28.6K +140 +0.4%
HR
791
Hayden Royal
North Carolina
$7.29M +$7.29M +35,707 New
WF
792
WoodTrust Financial
Wisconsin
$7.27M +$54.9K +269 +0.8%
CTI
793
Community Trust & Investment
Kentucky
$7.25M +$7.25M +35,502 New
WSFS
794
Wilmington Savings Fund Society
Delaware
$7.23M +$97.6K +478 +1%
PAI
795
Pittenger & Anderson Inc
Nebraska
$7.22M +$310K +1,518 +4%
OPCM
796
Osborne Partners Capital Management
California
$7.16M -$306K -1,500 -4%
IA
797
IndexIQ Advisors
New York
$7.16M +$2.6M +12,713 +57%
DAM
798
Davis Asset Management
California
$7.15M – – –
PCM
799
Palisade Capital Management
New Jersey
$7.14M +$667K +3,265 +10%
SSB
800
Sandy Spring Bank
Maryland
$7.08M +$208K +1,017 +3%
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