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 %
ANTB
1601
AMG National Trust Bank
Colorado
$1.11M – – –
WP
1602
WealthSource Partners
California
$1.1M +$114K +558 +12%
EWA
1603
ERTS Wealth Advisors
Michigan
$1.1M +$1.1M +5,388 New
KWA
1604
KCS Wealth Advisory
California
$1.1M +$125K +614 +13%
AL
1605
AJO LP
Pennsylvania
$1.1M -$4.1M -20,074 -79%
NB
1606
Northwest Bancshares
Pennsylvania
$1.09M +$22.5K +110 +2%
ITIM
1607
Indiana Trust & Investment Management
Indiana
$1.09M -$38.8K -190 -3%
HCM
1608
Hilton Capital Management
New York
$1.08M – – –
AOWM
1609
Alpha Omega Wealth Management
Virginia
$1.08M +$39K +191 +4%
ACM
1610
Argent Capital Management
Missouri
$1.07M -$2.66K -13 -0.2%
KA
1611
Kaizen Advisory
Illinois
$1.07M +$117K +574 +12%
EWM
1612
Evermay Wealth Management
Virginia
$1.07M -$28.2K -138 -3%
BST
1613
Bath Savings Trust
Maine
$1.07M -$20.4K -100 -2%
VCM
1614
Versant Capital Management
Arizona
$1.06M – – –
GCA
1615
Guardian Capital Advisors
Ontario, Canada
$1.05M -$77.9K -398 -7%
OAM
1616
Occidental Asset Management
California
$1.05M – – –
CIP
1617
Convergence Investment Partners
Florida
$1.05M +$125K +614 +14%
OIA
1618
Optimum Investment Advisors
Illinois
$1.05M +$40.8K +200 +4%
KF
1619
Krilogy Financial
Missouri
$1.05M -$80K -429 -7%
PHIMC
1620
Private Harbour Investment Management & Counsel
Ohio
$1.05M -$52.1K -255 -5%
TFF
1621
The Family Firm
Maryland
$1.05M +$23.3K +114 +2%
LCM
1622
Logan Capital Management
Pennsylvania
$1.05M +$12.3K +60 +1%
SIM
1623
Sonora Investment Management
Arizona
$1.05M +$6.53K +32 +0.6%
RIG
1624
Renaissance Investment Group
Massachusetts
$1.04M – – –
IP
1625
Investment Partners
Ohio
$1.04M +$1.04M +5,102 New
63 64
65
66 67