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 %
WA
1176
WESPAC Advisors
California
$3.04M -$66.6K -326 -2%
WPW
1177
Waldron Private Wealth
Pennsylvania
$3.04M +$1.09M +5,327 +56%
WP
1178
WMS Partners
Maryland
$3.04M +$28.6K +140 +1%
CS
1179
Cannell & Spears
New York
$3.03M +$156K +766 +5%
ATFA
1180
All Terrain Financial Advisors
Minnesota
$3.02M -$1.02K -5 -0%
ACM
1181
Allred Capital Management
Texas
$3.02M +$3.02M +14,790 New
TWA
1182
Tillar-Wenstrup Advisors
Ohio
$3.02M -$183K -897 -6%
BPA
1183
Beacon Pointe Advisors
California
$3M +$3M +14,711 New
TA
1184
Tiedemann Advisors
New York
$3M -$211K -1,032 -7%
LSAG
1185
Lake Street Advisors Group
New Hampshire
$3M +$20K +98 +0.7%
ZIM
1186
Zacks Investment Management
Illinois
$3M +$185K +907 +7%
PAM
1187
Paradigm Asset Management
New York
$2.98M +$2.98M +14,600 New
IFAM
1188
Institutional & Family Asset Management
Colorado
$2.96M -$485K -2,373 -14%
TPA
1189
Trivium Point Advisory
Connecticut
$2.95M +$2.95M +14,456 New
KFA
1190
Kelleher Financial Advisors
New York
$2.94M -$313K -1,532 -10%
AMIM
1191
Aull & Monroe Investment Management
Alabama
$2.92M -$58.4K -286 -2%
GC
1192
Garde Capital
Washington
$2.92M +$7.76K +38 +0.3%
WIC
1193
Woodmont Investment Counsel
Tennessee
$2.91M +$42.3K +207 +1%
PB
1194
Pinnacle Bancorp
Nebraska
$2.89M +$2.89M +14,162 New
CCM
1195
Canal Capital Management
Virginia
$2.89M +$90.7K +444 +3%
IWM
1196
IHT Wealth Management
Illinois
$2.88M +$639K +3,130 +29%
SC
1197
Slow Capital
California
$2.88M +$61.9K +303 +2%
CIM
1198
CenturyLink Investment Management
Colorado
$2.84M +$414K +2,028 +17%
ERIM
1199
Eagle Ridge Investment Management
Connecticut
$2.8M -$204K -1,000 -7%
HCA
1200
Horan Capital Advisors
Ohio
$2.8M +$27.4K +134 +1%
46 47
48
49 50