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 %
SXL
1476
Summit X LLC
Missouri
$1.4M +$225K +1,110 +19%
AFP
1477
Ausdal Financial Partners
Iowa
$1.4M -$82.7K -405 -6%
MBA
1478
McQueen Ball & Associates
Pennsylvania
$1.4M -$30.6K -150 -2%
QAM
1479
Questar Asset Management
Minnesota
$1.4M +$1.4M +6,871 New
SC
1480
Searle & Co
Connecticut
$1.4M – – –
ADL
1481
Asset Dedication LLC
California
$1.4M +$49K +241 +4%
KA
1482
Klingman & Associates
New York
$1.4M -$204 -1 -0%
CA
1483
Continuum Advisory
Idaho
$1.39M -$228K -1,118 -14%
FI
1484
FormulaFolio Investments
Michigan
$1.39M – – –
SCP
1485
Stamos Capital Partners
California
$1.39M +$1.39M +6,800 New
ST
1486
Sabal Trust
Florida
$1.38M +$76.4K +374 +6%
BAAM
1487
Baker Avenue Asset Management
California
$1.38M -$224K -1,098 -14%
CB
1488
Cadence Bank
Mississippi
$1.38M +$475K +2,328 +53%
BWM
1489
BerganKDV Wealth Management
Minnesota
$1.38M +$10.6K +52 +0.8%
AMM
1490
American Money Management
California
$1.38M +$360K +1,765 +35%
TP
1491
Truvvo Partners
New York
$1.37M -$128K -626 -9%
ZIC
1492
ZWJ Investment Counsel
Georgia
$1.37M +$4.29K +21 +0.3%
TCM
1493
Tufton Capital Management
Maryland
$1.37M – – –
CAM
1494
CenterStar Asset Management
Illinois
$1.37M -$347K – –
RMC
1495
Resources Management Corp
Connecticut
$1.37M +$37.3K +183 +3%
HCIA
1496
Hochman Cole Investment Advisors
Illinois
$1.37M +$194K +952 +17%
MWA
1497
MFA Wealth Advisors
Pennsylvania
$1.36M +$15.8K +78 +1%
PFO
1498
Pathstone Family Office
New Jersey
$1.36M +$756K +3,706 +124%
FNBSF
1499
First National Bank Sioux Falls
South Dakota
$1.36M +$51.7K +253 +4%
CAC
1500
Certified Advisory Corp
Florida
$1.36M +$364K +1,784 +37%
58 59
60
61 62