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 %
CFG
2301
CKW Financial Group
Hawaii
$163K +$163K +800 New
CFA
2302
Clarfeld Financial Advisors
New York
$161K +$161K +787 New
RWG
2303
Regal Wealth Group
California
$159K -$12.2K -60 -7%
WAM
2304
Watermark Asset Management
California
$159K – – –
WPW
2305
Winthrop Partners - WNY
New York
$153K – – –
FA
2306
Financial Advantage
Maryland
$153K +$153K +750 New
IBOK
2307
Independence Bank of Kentucky
Kentucky
$143K – – –
IIM
2308
Ipswich Investment Management
Massachusetts
$143K +$143K +700 New
JWM
2309
Janiczek Wealth Management
Colorado
$139K +$15.9K +78 +13%
SGAM
2310
Smith Group Asset Management
Texas
$135K -$2.04K -10 -1%
S
2311
Seeyond
France
$135K +$135K +660 New
MIM
2312
Macroview Investment Management
Maryland
$133K -$5.12K -25 -4%
RFM
2313
Royal Fund Management
Florida
$133K +$8.92K +44 +7%
GCM
2314
Gables Capital Management
Florida
$128K – – –
FRA
2315
Front Row Advisors
California
$122K +$4.91K +24 +4%
LWS
2316
Lucia Wealth Services
California
$120K -$119K -587 -50%
OBWP
2317
O'Brien Wealth Partners
Massachusetts
$119K – – –
LFG
2318
LifePlan Financial Group
Ohio
$116K – – –
IDBONY
2319
Israel Discount Bank of New York
New York
$115K +$18.9K +92 +20%
NIM
2320
NuWave Investment Management
New Jersey
$110K -$216K -1,058 -66%
CRM
2321
Cramer Rosenthal McGlynn
Connecticut
$102K – – –
TI
2322
Truehand Inc
New Hampshire
$102K +$102K +500 New
PR
2323
Payden & Rygel
California
$101K – – –
KIG
2324
Kessler Investment Group
Indiana
$94K – – –
BOPW
2325
Brandywine Oak Private Wealth
Pennsylvania
$93K +$93K +460 New
91 92
93
94 95