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 %
WCWM
2176
Willow Creek Wealth Management
California
$294K – – –
SAM
2177
Stansberry Asset Management
Texas
$290K +$16.1K +79 +6%
RCM
2178
RNC Capital Management
California
$290K +$20.4K +100 +8%
BMM
2179
Berkshire Money Management
Massachusetts
$289K – – –
CM
2180
Cornerstone Management
Georgia
$287K -$20.2K -99 -7%
AAMU
2181
Amundi Asset Management US
Massachusetts
$286K -$62.8K -307,443 -18%
CISOA
2182
Capital Investment Services of America
Wisconsin
$286K – – –
1IA
2183
1834 Investment Advisors
Wisconsin
$286K – – –
BDF
2184
Black Diamond Financial
Maryland
$283K +$283K +1,398 New
PA
2185
Probity Advisors
Texas
$281K -$7.16K -35 -2%
CWP
2186
Capital Wealth Planning
Florida
$280K – – –
TFO
2187
Tarbox Family Office
California
$279K – – –
RPA
2188
Rock Point Advisors
Vermont
$276K – – –
CA
2189
Centerpoint Advisors
Massachusetts
$276K +$15.3K +75 +6%
GCM
2190
Gibraltar Capital Management
Oklahoma
$276K +$276K +1,350 New
HFS
2191
Howard Financial Services
Texas
$276K +$276K +1,354 New
ACM
2192
Advisors Capital Management
New Jersey
$274K -$243K -1,190 -47%
HFM
2193
Hartford Financial Management
Connecticut
$273K -$40.9K -200 -13%
WFWM
2194
Wechter Feldman Wealth Management
New Jersey
$273K – – –
WPC
2195
White Pine Capital
Minnesota
$272K – – –
EFL
2196
ERn Financial LLC
Wisconsin
$272K +$272K +1,332 New
TCPWM
2197
Traverso Chambers Private Wealth Management
California
$271K +$271K +1,329 New
CWM
2198
Capital Wealth Management
Rhode Island
$270K -$2.04K -10 -0.8%
MC
2199
MIG Capital
California
$268K +$8.38K +41 +3%
OPTFSNA
2200
Old Point Trust & Financial Services N A
Virginia
$266K – – –
86 87
88
89 90