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 %
EAM
1301
Eagle Asset Management
Florida
$2.16M +$2.16M +10,563 New
SMG
1302
Spectrum Management Group
Indiana
$2.15M +$184K +900 +9%
ASC
1303
Atalanta Sosnoff Capital
New York
$2.15M +$3.06K +15 +0.1%
FLPIM
1304
F.L. Putnam Investment Management
Massachusetts
$2.15M -$11K -54 -0.5%
HAI
1305
Hennessy Advisors Inc
California
$2.14M -$408K -2,000 -16%
LCS
1306
Levin Capital Strategies
New York
$2.13M – – –
CCM
1307
Coldstream Capital Management
Washington
$2.12M +$367K +1,797 +21%
IIA
1308
IPG Investment Advisors
California
$2.12M +$175K +859 +9%
TNBTD
1309
Trustmark National Bank Trust Department
Mississippi
$2.11M +$166K +813 +9%
LWANC
1310
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11M +$2.11M +10,341 New
AF
1311
Allworth Financial
California
$2.09M -$19K -93 -0.9%
PCP
1312
Proficio Capital Partners
Massachusetts
$2.09M +$27.6K +135 +1%
V
1313
VeraBank
Texas
$2.09M +$2.09M +10,247 New
VC
1314
Vicus Capital
Pennsylvania
$2.08M +$70K +343 +3%
DSC
1315
Duncker Streett & Co
Missouri
$2.08M +$35.7K +175 +2%
ARMC
1316
American Research & Management Company
Massachusetts
$2.08M -$66.4K -325 -3%
PNC
1317
Park National Corp
Ohio
$2.07M +$79.8K +391 +4%
TAM
1318
Tealwood Asset Management
Minnesota
$2.07M +$25.5K +125 +1%
WAM
1319
Weatherly Asset Management
California
$2.06M +$9.39K +46 +0.5%
LW
1320
Linscomb Wealth
Texas
$2.06M +$39.4K +193 +2%
WPP
1321
Whalerock Point Partners
Rhode Island
$2.06M +$101K +494 +5%
ACM
1322
Ashford Capital Management
Delaware
$2.05M – – –
B
1323
Bailard
California
$2.05M -$29.6K -145 -1%
LIA
1324
LBMC Investment Advisors
Tennessee
$2.04M -$55.1K -270 -3%
BCM
1325
BTR Capital Management
California
$2.03M -$472K -2,310 -19%
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53
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