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 %
EML
801
Eos Management LP
New York
$6.21M – – –
IA
802
IndexIQ Advisors
New York
$6.19M +$2.06M +11,040 +50%
RCC
803
Red Cedar Capital
Nebraska
$6.19M -$10.3K -55 -0.2%
SSB
804
Sandy Spring Bank
Maryland
$6.17M -$402K -2,155 -6%
LIM
805
Lagoda Investment Management
New York
$6.15M +$567K +3,035 +10%
ACP
806
Aviance Capital Partners
Florida
$6.14M -$168K -901 -3%
AWA
807
Arete Wealth Advisors
Illinois
$6.12M -$168K -901 -3%
PAI
808
Pittenger & Anderson Inc
Nebraska
$6.09M +$9.33K +50 +0.2%
BDS
809
Banco de Sabadell
Florida
$6.03M +$230K +1,230 +4%
SFSG
810
Stearns Financial Services Group
North Carolina
$6.01M -$102K -545 -2%
WSTAM
811
Wilbanks Smith & Thomas Asset Management
Virginia
$5.98M -$14K -75 -0.2%
CRA
812
Circle Road Advisors
New York
$5.98M -$497K -2,662 -8%
IFLIT
813
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$5.93M – – –
ACG
814
Allen Capital Group
Nebraska
$5.91M +$524K +2,809 +10%
PCM
815
Palisade Capital Management
New Jersey
$5.9M -$1.72M -9,214 -23%
PWW
816
Pettyjohn Wood & White
Virginia
$5.88M +$689K +3,690 +13%
CAM
817
Columbia Asset Management
Michigan
$5.85M +$27.8K +149 +0.5%
CCA
818
Covey Capital Advisors
Georgia
$5.77M -$519K -2,780 -8%
LFS
819
Legacy Financial Strategies
Kansas
$5.75M -$57.9K -310 -1%
SWM
820
Segment Wealth Management
Texas
$5.75M +$1.25M +6,692 +28%
PWLP
821
Prio Wealth Limited Partnership
Massachusetts
$5.73M -$436K -2,338 -7%
BOTW
822
Bank of the West
California
$5.71M -$121K -646 -2%
ATFA
823
All Terrain Financial Advisors
Minnesota
$5.7M +$9.33K +50 +0.2%
NFG
824
Next Financial Group
Texas
$5.64M -$963K -5,158 -15%
TFCP
825
Twin Focus Capital Partners
Massachusetts
$5.63M -$121K -650 -2%
31 32
33
34 35