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 %
IA
1051
IFG Advisory
Georgia
$3.88M -$155K -761 -4%
MSFP
1052
Mark Sheptoff Financial Planning
Connecticut
$3.88M -$25.5K -125 -0.7%
MHIM
1053
MacNealy Hoover Investment Management
Ohio
$3.87M +$32.7K +160 +0.9%
IPW
1054
Inlet Private Wealth
Florida
$3.87M +$3.87M +18,931 New
WGCA
1055
Wolf Group Capital Advisors
Virginia
$3.86M +$117K +575 +3%
MC
1056
Moors & Cabot
Massachusetts
$3.86M -$238K -1,167 -6%
CCM
1057
Cribstone Capital Management
Maine
$3.85M +$60.6K +297 +2%
DAS
1058
Dynamic Advisor Solutions
Arizona
$3.82M -$257K -1,267 -6%
RIM
1059
Rampart Investment Management
Connecticut
$3.81M -$7.81M -38,271 -67%
CT
1060
Coastline Trust
Rhode Island
$3.81M – – –
RWM
1061
RKL Wealth Management
Pennsylvania
$3.8M -$196K -963 -5%
BFC
1062
Bedel Financial Consulting
Indiana
$3.79M -$1.02K -5 -0%
TBA
1063
Tower Bridge Advisors
Pennsylvania
$3.79M -$102K -500 -3%
TWA
1064
TCI Wealth Advisors
Arizona
$3.79M -$36.5K -179 -1%
CIA
1065
Capital Investment Advisors
Georgia
$3.78M +$142K +697 +4%
LFS
1066
Legacy Financial Strategies
Kansas
$3.76M -$2.76M -13,520 -42%
JIC
1067
Joel Isaacson & Co
New York
$3.75M +$97.4K +496 +3%
FPS
1068
Fieldpoint Private Securities
Connecticut
$3.75M +$135K +663 +4%
SA
1069
Strategic Advisors
New York
$3.73M +$377K +1,847 +11%
BOTW
1070
Bank of the West
California
$3.73M -$2.31M -11,302 -38%
PMFA
1071
Plante Moran Financial Advisors
Michigan
$3.72M +$691K +3,387 +23%
P
1072
Pitcairn
Pennsylvania
$3.71M -$266K -1,301 -7%
AP
1073
Arlington Partners
Alabama
$3.7M +$159K +780 +4%
FIM
1074
Freedom Investment Management
Connecticut
$3.7M -$423K -2,073 -10%
BCM
1075
Bayesian Capital Management
New York
$3.69M -$8.17K -40 -0.2%
41 42
43
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