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 %
SWM
876
Stockman Wealth Management
Montana
$5.8M -$8.37K -41 -0.1%
CRC
877
Curi RMB Capital
Illinois
$5.79M +$760K +3,724 +15%
YL
878
YCG LLC
Texas
$5.78M – – –
KJWM
879
Kiley Juergens Wealth Management
Washington
$5.75M +$774K +3,793 +16%
MCP
880
Mirador Capital Partners
California
$5.74M -$238K -1,165 -4%
EFS
881
Essex Financial Services
Connecticut
$5.74M -$2.2M -10,762 -28%
MRI
882
Mad River Investors
Massachusetts
$5.68M -$71.5K -350 -1%
TVAMP
883
Tennessee Valley Asset Management Partners
Tennessee
$5.68M +$5.68M +27,833 New
WC
884
Whitnell & Co
Illinois
$5.68M +$30.6K +150 +0.5%
MSAM
885
Moloney Securities Asset Management
Missouri
$5.66M +$132K +647 +2%
CA
886
Clearstead Advisors
Ohio
$5.66M +$605K +2,962 +12%
OCA
887
Otter Creek Advisors
Florida
$5.66M -$1.06M -5,178 -16%
VSI
888
Verde Servicos Internacionais
Brazil
$5.66M +$1.64M +8,056 +41%
CLOS
889
Compagnie Lombard Odier SCmA
Switzerland
$5.65M +$3.15M +15,415 +126%
SRCM
890
Swift Run Capital Management
Virginia
$5.63M +$8.17K +40 +0.1%
SFS
891
Searcy Financial Services
Kansas
$5.62M +$5.62M +27,542 New
BCM
892
Beddow Capital Management
Wyoming
$5.62M +$45.3K +222 +0.8%
MPAM
893
Murphy Pohlad Asset Management
Minnesota
$5.62M +$165K +808 +3%
WKWM
894
Walter & Keenan Wealth Management
Indiana
$5.62M +$306K +1,500 +6%
SYBT
895
Stock Yards Bank & Trust
Kentucky
$5.58M +$81.1K +397 +1%
CA
896
Cullinan Associates
Kentucky
$5.58M -$206K -1,010 -4%
BC
897
Brinker Capital
Pennsylvania
$5.54M -$2.01M -9,866 -27%
WCM
898
WealthBridge Capital Management
Ohio
$5.54M +$5.54M +27,120 New
HCM
899
Highlander Capital Management
New Jersey
$5.53M -$5.1K -25 -0.1%
CM
900
Churchill Management
California
$5.48M -$563K -2,758 -9%
34 35
36
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