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 %
VIA
1876
Vident Investment Advisory
Georgia
$627K +$627K +3,073 New
DMC
1877
Drexel Morgan & Co
Pennsylvania
$625K – – –
WAM
1878
Winslow Asset Management
Ohio
$625K +$12.9K +63 +2%
WIM
1879
Westside Investment Management
California
$624K -$30.4K -149 -5%
LC
1880
Lavaca Capital
Texas
$619K +$619K +6,473 New
FCM
1881
Fairbanks Capital Management
California
$618K – – –
GCMG
1882
Gyroscope Capital Management Group
Florida
$618K +$86.6K +424 +16%
LBA
1883
Letko, Brosseau & Associates
Quebec, Canada
$618K +$618K +3,025 New
BWM
1884
BT Wealth Management
Georgia
$618K +$618K +3,050 New
GHAM
1885
Gilman Hill Asset Management
Connecticut
$615K -$2.04K -10 -0.3%
PP
1886
Paloma Partners
Connecticut
$615K +$615K +3,012 New
CCM
1887
Crossvault Capital Management
Texas
$614K – – –
HAG
1888
HighPoint Advisor Group
Illinois
$614K – – –
CSM
1889
CAMG Solamere Management
North Carolina
$614K +$102K +500 +20%
QOP
1890
Quinn Opportunity Partners
Virginia
$613K -$1.43M -7,000 -70%
Jennison Associates
1891
Jennison Associates
New York
$608K +$608K +2,976 New
CAW
1892
Cornerstone Advisors (Washington)
Washington
$607K +$51.5K +252 +9%
OAM
1893
Oak Asset Management
California
$606K +$15.3K +75 +3%
WAAG
1894
Wealth Alliance Advisory Group
Kansas
$605K +$110K +539 +22%
FWSM
1895
First Wilshire Securities Management
California
$604K -$53.1K -260 -8%
HT
1896
Heritage Trust
Oklahoma
$604K -$44.3K -217 -7%
BC
1897
Banced Corp
Illinois
$603K -$35.5K -174 -6%
MA
1898
Marshwinds Advisory
Georgia
$602K -$10.2K -50 -2%
MCG
1899
MACRO Consulting Group
New Jersey
$602K +$602K +2,949 New
FMTC
1900
Farmers & Merchants Trust Company
California
$602K +$602K +2,950 New
74 75
76
77 78