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 %
CC
651
ClearArc Capital
Ohio
$10.8M +$253K +1,181 +2%
CIA
652
CCM Investment Advisers
South Carolina
$10.8M -$352K -1,643 -3%
CC
653
Chicago Capital
Illinois
$10.7M +$1.87M +8,750 +21%
RSVP
654
Ramsay Stattman Vela & Price
Colorado
$10.7M +$52.5K +245 +0.5%
LPC
655
Loeb Partners Corp
New York
$10.7M -$10.4M -48,500 -49%
FG
656
Fiduciary Group
Georgia
$10.7M +$95.7K +447 +0.9%
AF
657
Alerus Financial
North Dakota
$10.6M -$318K -1,486 -3%
RCM
658
Riverhead Capital Management
Delaware
$10.4M -$489K -2,286 -4%
MCM
659
Murphy Capital Management
New Jersey
$10.4M +$159K +745 +2%
AAM
660
Autus Asset Management
Arizona
$10.3M +$40.7K +190 +0.4%
LGC
661
Laurel Grove Capital
California
$10.3M -$337K -1,575 -3%
KLI
662
Kelman-Lazarov Inc
Tennessee
$10.3M -$746K -3,485 -7%
Daiwa Securities Group
663
Daiwa Securities Group
Japan
$10.3M +$775K +3,622 +8%
SKK
664
Shepherd Kaplan Krochuk
Massachusetts
$10.3M +$1.06M +4,970 +12%
WFG
665
Wills Financial Group
Virginia
$10.3M -$16.1K -75 -0.2%
RGC
666
Roberts, Glore & Co
Illinois
$10.2M +$85.9K +401 +0.8%
SFM
667
Signature Financial Management
Virginia
$10.2M +$98.5K +460 +1%
BRWA
668
B. Riley Wealth Advisors
Florida
$10.2M +$1.11M +5,179 +12%
SWM
669
SVA Wealth Management
Wisconsin
$10.2M +$531K +2,481 +6%
AC
670
Alexandria Capital
Virginia
$10.1M -$120K -560 -1%
AWM
671
Altavista Wealth Management
North Carolina
$10.1M +$86.7K +405 +0.9%
SPC
672
Sigma Planning Corp
Michigan
$10.1M +$522K +2,438 +5%
CWM
673
Catamount Wealth Management
Connecticut
$10.1M -$48.2K -225 -0.5%
GWM
674
Geneos Wealth Management
Colorado
$10.1M -$52.5K -245 -0.5%
GI
675
GAMCO Investors
Connecticut
$9.97M – – –
25 26
27
28 29