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 %
FHA
826
First Horizon Advisors
Tennessee
$5.62M +$4.44M +23,785 +376%
AF
827
Arrow Financial
New York
$5.6M +$49.5K +265 +0.9%
PAM
828
Private Asset Management
California
$5.58M +$943K +5,053 +20%
BS
829
Banco Santander
Spain
$5.56M +$2.02M +10,840 +57%
BA
830
Boston Advisors
Massachusetts
$5.55M -$1.12M -6,027 -17%
TU
831
TDAM USA
Ontario, Canada
$5.53M +$18.1K +97 +0.3%
Fiera Capital (Canada)
832
Fiera Capital (Canada)
Quebec, Canada
$5.51M +$1.07M +5,708 +24%
FNT
833
First National Trust
Pennsylvania
$5.47M +$139K +743 +3%
Carson Wealth (CWM LLC)
834
Carson Wealth (CWM LLC)
Nebraska
$5.43M +$952K +5,103 +21%
SWM
835
Stockman Wealth Management
Montana
$5.38M +$276K +1,480 +5%
PJSIMP
836
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.38M +$3.55K +19 +0.1%
SHCM
837
Stokes & Hubbell Capital Management
Louisiana
$5.36M +$12.1K +65 +0.2%
YL
838
YCG LLC
Texas
$5.34M -$175K -937 -3%
MWM
839
Mission Wealth Management
California
$5.34M +$144K +773 +3%
CBT
840
Capital Bank & Trust
California
$5.32M -$121K -648 -2%
ISB
841
Iowa State Bank
Iowa
$5.32M -$192K -1,030 -3%
GIM
842
Goelzer Investment Management
Indiana
$5.29M -$130K -696 -2%
AWA
843
ARS Wealth Advisors
Florida
$5.27M -$57.3K -307 -1%
MRI
844
Mad River Investors
Massachusetts
$5.26M -$59.7K -320 -1%
SB
845
Simmons Bank
Arkansas
$5.26M -$194K -1,040 -4%
DI
846
Dalton Investments
Nevada
$5.24M – – –
RWP
847
RWA Wealth Partners
Massachusetts
$5.24M +$2.02M +10,812 +63%
EM
848
Excalibur Management
Massachusetts
$5.23M +$238K +1,276 +5%
OMCS
849
Old Mutual Customised Solutions
South Africa
$5.21M – – –
CCFCSB
850
Cape Cod Five Cents Savings Bank
Massachusetts
$5.21M -$168K -902 -3%
32 33
34
35 36