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 %
FI
751
Fosun International
China
$8.17M +$8.17M +37,700 New
BFIM
752
Beese Fulmer Investment Management
Ohio
$8.15M -$27.4K -128 -0.3%
PIA
753
Piedmont Investment Advisors
North Carolina
$8.11M -$9.87M -46,100 -55%
AWM
754
Avior Wealth Management
Nebraska
$8.1M -$141K -661 -2%
MCM
755
MAI Capital Management
Ohio
$8.1M +$99.1K +463 +1%
IPGDR
756
Investidor Profissional Gestao de Recursos
Brazil
$8.08M -$4.58M -21,382 -36%
SGAM
757
Steinberg Global Asset Management
Florida
$8.07M +$2.57K +12 +0%
WI
758
Wafra Inc
New York
$8.07M +$8.07M +37,685 New
RTS
759
Round Table Services
New Jersey
$8.02M +$85.4K +399 +1%
PWP
760
Private Wealth Partners
California
$8.01M +$222K +1,035 +3%
PP
761
Palladium Partners
Virginia
$8M -$69.4K -324 -0.9%
ACG
762
Allen Capital Group
Nebraska
$7.99M +$1.21M +5,646 +18%
PAIM
763
Punch & Associates Investment Management
Minnesota
$7.95M +$377K +1,760 +5%
BC
764
Brinker Capital
Pennsylvania
$7.92M +$171K +800 +2%
KRSITF
765
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.88M +$123K +575 +2%
CA
766
CapWealth Advisors
Tennessee
$7.86M +$467K +2,179 +6%
OPCM
767
Osborne Partners Capital Management
California
$7.83M -$158K -740 -2%
STB
768
S&T Bank
Pennsylvania
$7.81M -$64K -299 -0.8%
TPW
769
Tiller Private Wealth
Pennsylvania
$7.79M +$88.9K +415 +1%
RCG
770
Ruggie Capital Group
Florida
$7.68M -$3.67M -17,162 -32%
ODCM
771
Old Dominion Capital Management
Virginia
$7.67M +$7.28M +33,985 +1,848%
TI
772
Trigran Investments
Illinois
$7.65M – – –
EAM
773
Evanson Asset Management
California
$7.63M +$39.2K +183 +0.5%
WF
774
WoodTrust Financial
Wisconsin
$7.56M -$313K -1,461 -4%
OCAM
775
Onex Canada Asset Management
Ontario, Canada
$7.53M +$375K +1,750 +5%
29 30
31
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