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 %
9WM
2101
9258 Wealth Management
Ohio
$370K +$370K +1,812 New
CWM
2102
Cahaba Wealth Management
Georgia
$367K +$31K +152 +9%
RWA
2103
Redhawk Wealth Advisors
Minnesota
$366K – – –
AC
2104
Arjuna Capital
North Carolina
$365K -$47K -230 -11%
BC
2105
Barnett & Company
Tennessee
$365K -$10.2K -50 -3%
MFT
2106
Moisand Fitzgerald Tamayo
Florida
$364K – – –
SHGA
2107
Sand Hill Global Advisors
California
$364K +$96K +470 +36%
IWS
2108
Insight Wealth Strategies
California
$364K +$364K +1,781 New
NG
2109
NatWest Group
United Kingdom
$363K – – –
CTA
2110
Chesley Taft & Associates
Illinois
$362K +$63.2K +310 +21%
MCIA
2111
Mountain Capital Investment Advisors
Colorado
$361K +$7.34K +36 +2%
CCP
2112
Clarkston Capital Partners
Michigan
$360K – – –
State Farm Mutual Automobile Insurance
2113
State Farm Mutual Automobile Insurance
Illinois
$359K – – –
AIC
2114
Archer Investment Corporation
Indiana
$358K +$358K +1,753 New
CC
2115
Colrain Capital
Massachusetts
$357K – – –
CIC
2116
Cornercap Investment Counsel
Georgia
$355K +$2.05K +10 +0.6%
SAS
2117
Stelac Advisory Services
New York
$355K +$220K +1,200 +162%
MCWS
2118
McKinley Carter Wealth Services
West Virginia
$354K -$3.27K -16 -0.9%
MSWMA
2119
Market Street Wealth Management Advisors
Indiana
$354K +$354K +1,735 New
FFG
2120
Ford Financial Group
California
$352K +$93.9K +460 +36%
JWBC
2121
John W. Bristol & Co
New York
$352K +$124K +610 +55%
IOOF
2122
Independent Order of Foresters
Ontario, Canada
$346K -$2.04K -10 -0.6%
HFA
2123
Huber Financial Advisors
Illinois
$346K +$20K +98 +6%
SCM
2124
Stordahl Capital Management
Colorado
$345K +$22.1K +108 +7%
CF
2125
Corrigan Financial
Rhode Island
$344K +$20.8K +102 +6%
83 84
85
86 87