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 %
H
576
HoyleCohen
California
$14M -$32.8K -153 -0.2%
WTC
577
WhitTier Trust Company
Nevada
$13.9M +$80.3K +375 +0.6%
AIM
578
Achmea Investment Management
Netherlands
$13.9M – – –
PAM
579
Premier Asset Management
Illinois
$13.9M -$203K -950 -1%
BII
580
Bainco International Investors
Massachusetts
$13.8M +$858K +4,008 +7%
BEAM
581
Baker Ellis Asset Management
Washington
$13.8M -$150K -700 -1%
PGIM
582
Pacific Global Investment Management
California
$13.8M +$639K +2,984 +5%
WCMN
583
Westchester Capital Management (Nebraska)
Nebraska
$13.7M -$152K -708 -1%
FCI
584
Financial Counselors Inc
Kansas
$13.6M -$706K -3,299 -5%
CK
585
Cohen Klingenstein
New York
$13.6M – – –
STA
586
Summit Trail Advisors
New York
$13.6M +$13.6M +63,628 New
SIM
587
Sterling Investment Management
Arizona
$13.6M -$33.6K -157 -0.2%
WCM
588
Weik Capital Management
Pennsylvania
$13.4M -$582K -2,720 -4%
HC
589
Hendley & Co
Ohio
$13.4M -$121K -564 -0.9%
GT
590
Greenleaf Trust
Michigan
$13.3M +$3.53M +16,485 +36%
BG
591
Bahl & Gaynor
Ohio
$13.2M -$195K -909 -1%
PG
592
Pendal Group
Australia
$13.1M -$5.94M -27,754 -31%
MA
593
Montag & Associates
Georgia
$13.1M +$2.22M +10,369 +20%
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$12.9M +$48.8K +228 +0.4%
FSA
595
Franklin Street Advisors
North Carolina
$12.9M +$4.09M +19,102 +47%
EP
596
Elkhorn Partners
Nebraska
$12.8M – – –
AFG
597
Albion Financial Group
Utah
$12.8M +$148K +690 +1%
SFA
598
Sequoia Financial Advisors
Ohio
$12.8M -$282K -1,318 -2%
ONB
599
Old National Bancorp
Indiana
$12.8M -$197K -919 -2%
CA
600
Callahan Advisors
Texas
$12.7M +$34.3K +160 +0.3%
22 23
24
25 26