BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
226
Bartlett & Co
Ohio
$60.4M -$802K -4,297 -1%
BCWM
227
Bartlett & Co Wealth Management
Ohio
$60.4M -$802K -4,297 -1%
WIM
228
Waverton Investment Management
United Kingdom
$59.8M -$454K -2,434 -0.8%
SAA
229
Southeast Asset Advisors
Georgia
$58M +$126K +674 +0.2%
MIH
230
Madison Investment Holdings
Wisconsin
$57.8M -$19.7M -105,399 -25%
ERSOT
231
Employees Retirement System of Texas
Texas
$57.8M – – –
WJA
232
Williams Jones & Associates
New York
$57.2M +$2.06M +11,054 +4%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$57.1M +$8.74M +46,824 +18%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$57.1M +$3.13M +16,746 +6%
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
$56.8M +$808K +4,331 +1%
SB
236
Suntrust Banks
Georgia
$56.4M +$4.06M +21,765 +8%
MRG
237
Milestone Resources Group
British Virgin Islands
$56.2M – – –
VRS
238
Virginia Retirement Systems
Virginia
$55.1M -$43.9M -235,200 -44%
PMG
239
Private Management Group
California
$54.8M +$1.33M +7,128 +2%
CDH
240
Charles D. Hyman
$54.5M +$1.7M +9,109 +3%
FFA
241
First Foundation Advisors
California
$54.4M -$6.42M -34,382 -11%
MAM
242
Martingale Asset Management
Massachusetts
$53.6M -$5.67M -30,392 -10%
ACM
243
AKRE Capital Management
Virginia
$53.5M -$212K -1,137 -0.4%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$53.4M -$4.09M -21,937 -7%
WP
245
WealthPLAN Partners
Nebraska
$52M +$1.93M +10,318 +4%
SJL
246
Shayne & Jacobs LLC
Tennessee
$51.6M +$13.1K +70 +0%
SAS
247
Sarbit Advisory Services
Manitoba, Canada
$50.8M -$6.18M -33,000 -11%
CWM
248
CIBC World Markets
New York
$50.7M -$20.1M -107,611 -28%
MSA
249
Mason Street Advisors
Wisconsin
$50.4M +$364K +1,949 +0.7%
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$50.1M +$3.17M +16,955 +7%
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