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 %
OLA
1926
Oliver Luxxe Assets
New Jersey
$566K +$31.7K +155 +6%
TRAM
1927
Tuscan Ridge Asset Management
Illinois
$563K +$563K +2,759 New
CHJWM
1928
Carlton Hofferkamp & Jenks Wealth Management
Texas
$562K – – –
WA
1929
Wheatland Advisors
Pennsylvania
$561K – – –
AFS
1930
Access Financial Services
Minnesota
$560K – – –
SFP
1931
Shepherd Financial Partners
Massachusetts
$557K -$27.7K -136 -5%
PPP
1932
Private Portfolio Partners
New Jersey
$557K +$557K +2,730 New
B
1933
Bellecapital
Switzerland
$556K +$46.8K +229 +9%
CAM
1934
Congress Asset Management
Massachusetts
$552K – – –
TH
1935
Timber Hill
Connecticut
$551K +$551K +2,700 New
FUBT
1936
First United Bank & Trust
Maryland
$550K – – –
TMAM
1937
Tokio Marine Asset Management
Japan
$548K +$81.1K +397 +17%
FCA
1938
FinTrust Capital Advisors
South Carolina
$546K +$546K +2,677 New
BWAM
1939
Boyd Watterson Asset Management
Ohio
$545K -$326K -1,599 -37%
TA
1940
TMD & Associates
Arizona
$543K – – –
AIM
1941
Acropolis Investment Management
Missouri
$541K -$33.7K -165 -6%
HCM
1942
Hutchinson Capital Management
California
$541K -$2.86K -14 -0.5%
WMC
1943
Westwood Management Corporation
Illinois
$541K – – –
NED
1944
Nancy E. Dempze
$537K -$6.13K -30 -1%
SC
1945
SRB Corp
Massachusetts
$536K – – –
SPI
1946
Santori & Peters Inc
Pennsylvania
$536K +$536K +2,628 New
LCM
1947
Liberty Capital Management
Michigan
$534K – – –
AWE
1948
Avidian Wealth Enterprises
Texas
$533K +$56.1K +275 +12%
GAMC
1949
Garner Asset Management Corp
Texas
$532K – – –
W
1950
WealthOne
New York
$532K +$532K +2,606 New
76 77
78
79 80