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 %
BFO
1651
Biltmore Family Office
North Carolina
$992K +$470K +2,303 +90%
RCA
1652
Rex Capital Advisors
Rhode Island
$990K – – –
PM
1653
Penbrook Management
New York
$986K -$6.12K -30 -0.6%
TA
1654
Townsend & Associates
Colorado
$986K +$53.3K +261 +6%
NFG
1655
Nadler Financial Group
Illinois
$984K +$21K +103 +2%
PP
1656
Patten & Patten
Tennessee
$979K -$30.6K -150 -3%
KA
1657
KLCM Advisors
Wisconsin
$973K – – –
MJP
1658
Michael J. Puzo
$970K – – –
AC
1659
Avestar Capital
New York
$970K +$6.91K +34 +0.7%
SGI
1660
Summit Global Investments
Utah
$964K -$55.1K -270 -5%
SWP
1661
Strategic Wealth Partners
Ohio
$962K -$17.9K -91 -2%
DAM
1662
Doheny Asset Management
California
$962K – – –
QI
1663
Qtron Investments
Massachusetts
$960K +$960K +4,701 New
SCM
1664
Sterneck Capital Management
Missouri
$957K -$53.7K -263 -5%
CIM
1665
CIM Investment Management
Pennsylvania
$957K -$40K -196 -4%
WA
1666
Wambolt & Associates
Colorado
$957K +$957K +4,689 New
PFA
1667
Pettinga Financial Advisors
Indiana
$954K +$954K +4,674 New
IAM
1668
Iridian Asset Management
Connecticut
$951K +$134K +658 +16%
PNAA
1669
Pictet North America Advisors
Switzerland
$949K – – –
IWA
1670
Intercontinental Wealth Advisors
Texas
$948K -$530K -2,597 -36%
MCM
1671
Monarch Capital Management
Indiana
$948K – – –
WGA
1672
Weather Gauge Advisory
Virginia
$948K +$948K +4,641 New
GSC
1673
G&S Capital
Colorado
$947K -$20.4K -100 -2%
CAI
1674
Capital Advisors Inc
Oklahoma
$947K +$199K +975 +27%
CBB
1675
Citizens Business Bank
California
$946K -$265K -1,300 -22%
65 66
67
68 69