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 %
BAS
726
Brown Advisory Securities
Maryland
$7.77M +$76.7K +411 +1%
CC
727
Chicago Capital
Illinois
$7.73M +$2.69M +14,418 +53%
CPA
728
Court Place Advisors
Maryland
$7.73M -$1.12K -6 -0%
SFS
729
Summit Financial Strategies
Ohio
$7.72M -$118K -633 -2%
JRWL
730
Joseph R. Weiss LLC
New York
$7.67M -$1.68M -9,000 -18%
MCMT
731
Moon Capital Management (Tennessee)
Tennessee
$7.67M +$354K +1,895 +5%
PLFAM
732
Pineno Levin & Ford Asset Management
Virginia
$7.67M +$37.3K +200 +0.5%
FSA
733
Franklin Street Advisors
North Carolina
$7.66M +$1.19M +6,400 +18%
BBA
734
BLB&B Advisors
Pennsylvania
$7.64M -$60.1K -322 -0.8%
WS
735
Wedbush Securities
California
$7.59M -$293K -1,571 -4%
FIB
736
First Interstate Bank
Montana
$7.59M -$237K -1,269 -3%
PA
737
Profund Advisors
Maryland
$7.57M -$1.25M -6,723 -14%
TW
738
Transform Wealth
Colorado
$7.56M -$1.11M -5,923 -13%
HKIM
739
Hayek Kallen Investment Management
Alabama
$7.49M -$62.5K -335 -0.8%
AF
740
Ally Financial
Michigan
$7.47M +$2.8M +15,000 +60%
MYAM
741
Meiji Yasuda Asset Management
Japan
$7.42M -$611K -3,275 -8%
Rockefeller Capital Management
742
Rockefeller Capital Management
New York
$7.41M -$476K -2,550 -6%
UR
743
USCA RIA
Texas
$7.4M -$203K -1,085 -3%
IRF
744
IBM Retirement Fund
New York
$7.4M -$981K -5,255 -12%
FPCM
745
Financial Partners Capital Management
New York
$7.38M -$212K -1,135 -3%
MSDF
746
Michael & Susan Dell Foundation
New York
$7.37M – – –
GC
747
Gratus Capital
Georgia
$7.37M -$612K -3,277 -8%
BHIA
748
Birch Hill Investment Advisors
Massachusetts
$7.34M +$9.33K +50 +0.1%
EFS
749
Essex Financial Services
Connecticut
$7.25M +$629K +3,368 +9%
TCCM
750
Timber Creek Capital Management
Massachusetts
$7.24M -$393K -2,107 -5%
28 29
30
31 32