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 %
KFA
1126
Kays Financial Advisory
Georgia
$3.32M +$163K +798 +5%
HT
1127
HighTower Trust
Texas
$3.31M – – –
CIC
1128
Crawford Investment Counsel
Georgia
$3.31M +$560K +2,745 +20%
OWD
1129
Osborn Williams & Donohoe
Ohio
$3.31M -$3.06K -15 -0.1%
PWP
1130
Principle Wealth Partners
Connecticut
$3.31M +$3.31M +16,188 New
FA
1131
Fagan Associates
New York
$3.3M +$271K +1,327 +9%
GTAM
1132
Global Trust Asset Management
Florida
$3.3M -$322K -1,577 -9%
GCM
1133
Grisanti Capital Management
New York
$3.3M +$2.47M +12,101 +300%
RAM
1134
Redmond Asset Management
Virginia
$3.28M -$29.4K -144 -0.9%
PIA
1135
Phoenix Investment Adviser
New York
$3.28M +$1.69M +8,256 +106%
TAM
1136
Taurus Asset Management
New York
$3.28M -$63.3K -310 -2%
SRC
1137
Stone Run Capital
New York
$3.27M – – –
GF
1138
Gabelli Funds
New York
$3.27M +$306K +1,500 +10%
HR
1139
Howe & Rusling
New York
$3.26M +$2.06M +10,073 +171%
CFMC
1140
Curbstone Financial Management Corp
New Hampshire
$3.25M -$16.3K -80 -0.5%
KWM
1141
Kingsview Wealth Management
Oregon
$3.25M +$586K +2,868 +22%
HW
1142
Hancock Whitney
Mississippi
$3.25M +$1.6M +7,816 +97%
PL
1143
Plancorp LLC
Missouri
$3.23M +$2.66K +13 +0.1%
BIM
1144
Barton Investment Management
Pennsylvania
$3.21M +$204K +1,000 +7%
MWM
1145
Marietta Wealth Management
Georgia
$3.2M +$479K +2,345 +18%
CBU
1146
CIBC Bank USA
Illinois
$3.2M +$291K +1,424 +10%
PFM
1147
Parsec Financial Management
North Carolina
$3.2M +$30.8K +151 +1%
AC
1148
Abbrea Capital
California
$3.19M +$117K +572 +4%
MAFM
1149
Mid Atlantic Financial Management
Pennsylvania
$3.19M +$3.19M +15,640 New
NFG
1150
Noven Financial Group
Colorado
$3.19M +$585K +2,864 +22%
44 45
46
47 48