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 %
WAS
1701
WESPAC Advisors SoCal
California
$882K +$806K +3,950 +1,068%
WLIM
1702
White Lighthouse Investment Management
Massachusetts
$877K -$102K -500 -10%
BMC
1703
Benin Management Corp
Connecticut
$877K +$61.3K +300 +8%
RWM
1704
Ritholtz Wealth Management
New York
$876K -$93K -455 -10%
PCTC
1705
Perkins Coie Trust Company
Washington
$876K – – –
TCOT
1706
Trust Company of Toledo
Ohio
$874K -$612 -3 -0.1%
LBC
1707
Lawrence B. Cohen
$874K – – –
BAMG
1708
Brand Asset Management Group
Missouri
$871K – – –
TW
1709
TrinityPoint Wealth
Connecticut
$871K +$871K +4,264 New
NI
1710
NFC Investments
Tennessee
$870K -$18.2K -89 -2%
CRIG
1711
Charter Research & Investment Group
Connecticut
$870K – – –
HFA
1712
Hoover Financial Advisors
Pennsylvania
$869K +$869K +4,254 New
CFA
1713
Capstone Financial Advisors
Illinois
$867K +$217K +1,065 +33%
AWM
1714
AllSquare Wealth Management
New York
$866K -$21.4K -105 -2%
GCP
1715
Gill Capital Partners
Colorado
$865K +$865K +3,789 New
HFM
1716
Harvest Fund Management
China
$863K +$434K +2,124 +101%
SA
1717
SL Advisors
New Jersey
$861K – – –
CW
1718
Cobiz Wealth
Colorado
$859K -$64.5K -316 -7%
NC
1719
Naman Capital
Brazil
$858K +$858K +4,200 New
SCA
1720
Stonebridge Capital Advisors
Minnesota
$857K +$28K +137 +3%
LOAMS
1721
Lombard Odier Asset Management (Switzerland)
Switzerland
$857K +$101K +492 +13%
PCIA
1722
Prime Capital Investment Advisors
Kansas
$854K -$125K -614 -13%
MCM
1723
Maple Capital Management
Vermont
$852K +$14.7K +72 +2%
MCM
1724
Maryland Capital Management
Maryland
$849K -$54.1K -265 -6%
BHA
1725
Beech Hill Advisors
New York
$847K – – –
67 68
69
70 71