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 %
FC
1851
Financial Consulate
Maryland
$659K +$2.65K +13 +0.4%
PPCM
1852
Pillar Pacific Capital Management
California
$657K -$5.1K -25 -0.8%
CI
1853
Capital International
California
$653K – – –
MWM
1854
Mascoma Wealth Management
New Hampshire
$653K +$1.22K +6 +0.2%
EWM
1855
Empirical Wealth Management
Washington
$649K -$504K -2,471 -44%
AIA
1856
Alera Investment Advisors
Illinois
$649K +$649K +3,180 New
GKWIM
1857
Gerber Kawasaki Wealth & Investment Management
California
$646K +$10.2K +50 +2%
RHAM
1858
Round Hill Asset Management
California
$644K -$5.11K -25 -0.8%
BIA
1859
Bigelow Investment Advisors
Maine
$643K -$22.5K -110 -3%
AFNAS
1860
American Financial Network Advisory Services
California
$643K -$7.96K -39 -1%
SLT
1861
St Louis Trust
Missouri
$643K – – –
PWAG
1862
Polaris Wealth Advisory Group
California
$638K -$5.97M -29,241 -90%
WA
1863
Waverly Advisors
Alabama
$637K -$877K -4,296 -58%
Capstone Investment Advisors
1864
Capstone Investment Advisors
New York
$637K +$637K +3,119 New
WG
1865
Winton Group
United Kingdom
$636K -$785K -3,842 -55%
PCFFS
1866
Pacific Center for Financial Services
California
$636K – – –
PWMG
1867
Prestige Wealth Management Group
New Jersey
$635K +$635K +3,111 New
AMG
1868
Advisors Management Group
Wisconsin
$633K – – –
MWM
1869
MinichMacGregor Wealth Management
New York
$633K +$526K +2,866 +491%
CHA
1870
Cedar Hill Associates
Illinois
$632K -$193K -946 -23%
PCA
1871
Providence Capital Advisors
North Carolina
$632K -$26.5K -130 -4%
TCM
1872
Tradewinds Capital Management
Washington
$631K -$22.3K -109 -3%
DC
1873
DeDora Capital
California
$631K -$12K -59 -2%
FNBOH
1874
First National Bank of Hutchinson
Kansas
$631K +$14.3K +70 +2%
WSC
1875
Wellington Shields & Co
New York
$628K +$425K +2,085 +210%
73 74
75
76 77