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 %
ACA
1326
Atlas Capital Advisors
Wyoming
$2.03M -$7.79K -42 -0.4%
EWM
1327
Elite Wealth Management
Washington
$2.03M +$16.3K +80 +0.8%
SCM
1328
Silvant Capital Management
Georgia
$2.02M -$3.32M -16,252 -62%
IIC
1329
Ironwood Investment Counsel
Arizona
$2.01M -$136K -667 -6%
KC
1330
Knuff & Co
California
$2.01M +$2.01M +9,830 New
TWM
1331
Torch Wealth Management
Ohio
$2.01M +$10.2K +50 +0.5%
NFC
1332
Northeast Financial Consultants
Connecticut
$2M +$1.69M +8,298 +560%
BE
1333
Bonness Enterprises
District of Columbia
$1.99M – – –
BBP
1334
Banco BTG Pactual
Brazil
$1.99M +$202K +1,000 +11%
GBBWRPM
1335
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.97M +$134K +655 +7%
BSPF
1336
British Steel Pension Fund
United Kingdom
$1.96M +$1.96M +9,163 New
MWM
1337
Meridian Wealth Management
Kentucky
$1.96M +$214K +1,046 +12%
VWA
1338
V Wealth Advisors
Kansas
$1.95M +$300K +1,540 +18%
FNC
1339
First National Corp
Massachusetts
$1.95M +$1.95M +9,563 New
EGA
1340
E&G Advisors
Texas
$1.95M +$327K +1,600 +20%
CFS
1341
CRA Financial Services
New Jersey
$1.95M +$1.95M +9,538 New
CS
1342
Comerica Securities
Michigan
$1.91M +$115K +562 +6%
BTNA
1343
Bremer Trust National Association
Minnesota
$1.91M +$548K +2,686 +40%
CC
1344
Caxton Corporation
New Jersey
$1.9M – – –
EFSCE
1345
Enterprise Financial Services Corp (EFSC)
Missouri
$1.9M -$38K -186 -2%
FHA
1346
Flagship Harbor Advisors
Massachusetts
$1.9M +$51.4K +252 +3%
PS
1347
Portfolio Strategies
New York
$1.89M – – –
NCM
1348
Next Capital Management
New York
$1.89M +$1.89M +9,263 New
SAM
1349
Security Asset Management
New York
$1.89M +$843K +4,128 +81%
DBRC
1350
D.B. Root & Company
Pennsylvania
$1.87M +$487K +2,383 +35%
52 53
54
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