BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
551
Reilly Financial Advisors
California
$15M -$542K -2,531 -3%
CAM
552
Claret Asset Management
Quebec, Canada
$14.9M -$242K -1,131 -2%
GIM
553
Greystone Investment Management
Ohio
$14.8M -$5.35K -25 -0%
BUB
554
BBVA USA Bancshares
Texas
$14.8M +$2.53M +11,793 +21%
Skandinaviska Enskilda Banken (SEB)
555
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.7M -$1.31M -6,100 -8%
DP
556
DDD Partners
Washington
$14.7M +$1.12M +5,209 +8%
PGFC
557
Peapack-Gladstone Financial Corp
New Jersey
$14.6M -$731K -3,414 -5%
BAPIM
558
British Airways Pensions Investment Management
United Kingdom
$14.6M – – –
ST
559
Spinnaker Trust
Maine
$14.5M +$507K +2,368 +4%
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$14.5M -$139K -649 -0.9%
TI
561
TT International
United Kingdom
$14.4M -$190K -888 -1%
II
562
IFM Investors
Australia
$14.4M +$2.07M +9,646 +17%
CAMG
563
CWA Asset Management Group
Florida
$14.4M -$213K -993 -1%
HB
564
Homrich & Berg
Georgia
$14.4M +$5M +23,350 +53%
LC
565
Lincoln Capital
Nebraska
$14.4M -$24K -112 -0.2%
W
566
Wealthfront
California
$14.4M +$2.11M +9,868 +17%
Truist Financial
567
Truist Financial
North Carolina
$14.4M +$814K +3,803 +6%
CFA
568
Carroll Financial Associates
North Carolina
$14.4M -$299K -1,395 -2%
BFO
569
Boston Family Office
Massachusetts
$14.2M -$68.9K -322 -0.5%
CA
570
Cetera Advisors
Colorado
$14.1M +$3.84M +17,928 +37%
CFG
571
Citizens Financial Group
Rhode Island
$14.1M -$56.5K -264 -0.4%
SNB
572
Security National Bank
Nebraska
$14.1M +$1.4M +6,530 +11%
RBA
573
Richard Bernstein Advisors
New York
$14.1M -$1.36M -6,354 -9%
CPC
574
Congress Park Capital
New York
$14M +$567K +2,650 +4%
PC
575
Port Capital
Illinois
$14M +$354K +1,654 +3%
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