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 %
1NWS
1501
1 North Wealth Services
Maryland
$1.36M +$1.36M +6,659 New
KA
1502
Kovack Advisors
Florida
$1.36M -$101K -493 -7%
W
1503
Wealthquest
Ohio
$1.35M +$1.35M +6,625 New
LBC
1504
Lowe Brockenbrough & Co
Virginia
$1.35M – – –
LF
1505
Lee Financial
Texas
$1.35M +$168K +821 +14%
CCMG
1506
Clark Capital Management Group
Pennsylvania
$1.35M +$272K +1,332 +25%
CBA
1507
Coastal Bridge Advisors
Connecticut
$1.35M +$5.31K +26 +0.4%
HI
1508
Hudock Inc
Pennsylvania
$1.35M – – –
DCM
1509
Donaldson Capital Management
Indiana
$1.35M -$129K -631 -9%
BI
1510
Bramshill Investments
Florida
$1.34M +$175K +856 +15%
SL
1511
Signition LP
New York
$1.33M -$58.4K -286 -4%
TI
1512
Tidal Investments
Wisconsin
$1.33M +$1.33M +6,528 New
VCA
1513
Verdence Capital Advisors
Maryland
$1.33M +$58.6K +287 +5%
FFSOTS
1514
Fiduciary Financial Services of The Southwest
Texas
$1.33M +$67.8K +332 +5%
QCM
1515
Quest Capital Management
Texas
$1.33M +$1.33M +6,487 New
DJSG
1516
D.J. St. Germain
Massachusetts
$1.32M +$131K +640 +11%
CB
1517
Community Bank
New York
$1.32M -$7.14K -35 -0.5%
AAM
1518
Ascension Asset Management
New York
$1.32M – – –
HRC
1519
Hoertkorn Richard Charles
$1.32M -$61.3K -300 -4%
GWM
1520
Greenwich Wealth Management
Connecticut
$1.32M -$13.9K -68 -1%
NA
1521
Nottingham Advisors
New York
$1.32M – – –
BF
1522
Blankinship & Foster
California
$1.32M +$79.5K +389 +6%
SVCP
1523
Silicon Valley Capital Partners
California
$1.32M +$92.9K +455 +8%
CWAG
1524
Compton Wealth Advisory Group
Virginia
$1.32M +$1.32M +6,446 New
ECM
1525
Estabrook Capital Management
New York
$1.32M – – –
59 60
61
62 63