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 %
PWP
1226
Personal Wealth Partners
Minnesota
$2.62M +$2.62M +12,819 New
IP
1227
Intellectus Partners
California
$2.61M +$253K +1,240 +11%
MCTIC
1228
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.6M -$36.7K -180 -1%
CA
1229
Cortland Associates
Missouri
$2.6M +$12.9K +63 +0.5%
CWM
1230
Cornerstone Wealth Management
Missouri
$2.59M -$338M -1,662,415 -99%
SA
1231
SRH Advisors
Kansas
$2.57M -$1.63K -8 -0.1%
CFG
1232
Cooper Financial Group
California
$2.57M +$2.57M +12,560 New
AR
1233
Advisory Research
Illinois
$2.55M -$1.63K -8 -0.1%
FPCP
1234
Fort Point Capital Partners
California
$2.55M -$340K -1,664 -12%
FDS
1235
Freedom Day Solutions
Texas
$2.55M +$10.8K +53 +0.4%
UBPAM
1236
Union Bancaire Privee Asset Management
New York
$2.55M +$2.55M +12,466 New
TVWM
1237
Tower View Wealth Management
Wisconsin
$2.54M -$26.7K -131 -1%
FPCG
1238
Fort Pitt Capital Group
Pennsylvania
$2.53M +$1.13M +5,557 +81%
AIM
1239
Anchor Investment Management
South Carolina
$2.53M -$2.01M -9,845 -44%
VLC
1240
Van Leeuwen & Company
New Jersey
$2.52M +$585K +2,866 +30%
CBTWT
1241
Community Bank & Trust (Waco, Texas)
Texas
$2.52M +$1.23K +6 +0%
CAM
1242
Cozad Asset Management
Illinois
$2.51M +$441K +2,158 +21%
GWCM
1243
Godshalk Welsh Capital Management
Pennsylvania
$2.5M +$25.5K +125 +1%
BCM
1244
Brookstone Capital Management
Illinois
$2.5M +$115K +563 +5%
AAM
1245
Aureus Asset Management
Massachusetts
$2.47M +$20.4K +100 +0.8%
BFA
1246
Bragg Financial Advisors
North Carolina
$2.46M -$25.9K -127 -1%
OIM
1247
Orca Investment Management
Oregon
$2.46M -$417K -2,045 -15%
FMBTD
1248
First Midwest Bank Trust Division
Illinois
$2.46M -$55.9K -274 -2%
CG
1249
Caprock Group
Idaho
$2.45M -$11.6K -57 -0.5%
PG
1250
Patten Group
Tennessee
$2.45M – – –
48 49
50
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