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 %
AP
726
Advisor Partners
California
$8.57M +$730K +3,411 +9%
FBC
727
Fairfield, Bush & Co
Connecticut
$8.57M -$820K -3,828 -9%
DBT
728
Dubuque Bank & Trust
Iowa
$8.57M -$1.57M -7,353 -16%
HKIM
729
Hayek Kallen Investment Management
Alabama
$8.55M -$41.8K -195 -0.5%
DDC
730
DF Dent & Co
Maryland
$8.52M -$479K -2,237 -5%
Rockefeller Capital Management
731
Rockefeller Capital Management
New York
$8.49M – – –
FFWA
732
FRG Family Wealth Advisors
Washington
$8.46M +$226K +1,055 +3%
FNBT
733
FineMark National Bank & Trust
Florida
$8.46M -$6.88M -32,156 -45%
MSDF
734
Michael & Susan Dell Foundation
New York
$8.46M – – –
BHIA
735
Birch Hill Investment Advisors
Massachusetts
$8.43M +$14.6K +68 +0.2%
FPCM
736
Financial Partners Capital Management
New York
$8.42M -$40.7K -190 -0.5%
GC
737
Gratus Capital
Georgia
$8.38M -$75.6K -353 -0.9%
BAM
738
Berkshire Asset Management
Pennsylvania
$8.37M +$112K +525 +1%
KTM
739
Keeler Thomas Management
Utah
$8.33M +$146K +681 +2%
BBA
740
BLB&B Advisors
Pennsylvania
$8.33M -$438K -2,047 -5%
EFS
741
Essex Financial Services
Connecticut
$8.32M -$2.78K -13 -0%
TCCM
742
Timber Creek Capital Management
Massachusetts
$8.29M -$10.7K -50 -0.1%
HCM
743
Hutner Capital Management
Vermont
$8.29M -$2.36K -11 -0%
CI Investments Inc
744
CI Investments Inc
Ontario, Canada
$8.27M +$7.63M +35,645 +1,188%
KAS
745
Kemnay Advisory Services
New York
$8.27M +$69.4K +324 +0.8%
LNC
746
Lincoln National Corp
Pennsylvania
$8.26M +$900K +4,201 +12%
FIB
747
First Interstate Bank
Montana
$8.25M -$460K -2,147 -5%
LNWWM
748
Laird Norton Wetherby Wealth Management
California
$8.23M -$13.7K -64 -0.2%
PAM
749
Peak Asset Management
Colorado
$8.19M +$46.2K +216 +0.6%
MCMT
750
Moon Capital Management (Tennessee)
Tennessee
$8.18M -$643K -2,992 -7%
28 29
30
31 32