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 %
ACI
926
Alpha Cubed Investments
California
$4.92M +$177K +845 +4%
AWM
927
Arbor Wealth Management
Florida
$4.87M -$32.5K -152 -0.7%
OIA
928
OneDigital Investment Advisors
Kansas
$4.87M +$42.8K +200 +0.9%
CCT
929
Country Club Trust
Missouri
$4.87M +$226K +1,054 +5%
IA
930
IndexIQ Advisors
New York
$4.79M -$2.31M -10,812 -33%
MPI
931
Mairs & Power Inc
Minnesota
$4.78M +$99.8K +466 +2%
NB
932
NBT Bank
New York
$4.77M -$598K -2,793 -11%
CQS
933
Credential Qtrade Securities
$4.76M +$4.76M +22,249 New
AIM
934
Anchor Investment Management
South Carolina
$4.76M -$103K -480 -2%
BHWM
935
Bar Harbor Wealth Management
New Hampshire
$4.75M +$19.9K +93 +0.4%
BAM
936
Belpointe Asset Management
Nevada
$4.75M +$1.13M +5,279 +31%
BAC
937
Boys Arnold & Co
North Carolina
$4.74M -$37.6K -175 -0.8%
RWA
938
Ropes Wealth Advisors
Massachusetts
$4.71M +$985K +4,600 +26%
MIP
939
Marietta Investment Partners
Wisconsin
$4.71M – – –
BIC
940
Beach Investment Counsel
Pennsylvania
$4.68M – – –
SCM
941
Shelton Capital Management
Colorado
$4.67M -$179K -838 -4%
TG
942
TCW Group
California
$4.66M +$1.23M +5,724 +36%
AWM
943
AE Wealth Management
Kansas
$4.65M +$1.11M +5,201 +31%
ST
944
Smithfield Trust
Pennsylvania
$4.64M -$8.99K -42 -0.2%
MWM
945
Merriman Wealth Management
Washington
$4.62M -$85.2K -398 -2%
ICOM
946
Investment Counselors of Maryland
Maryland
$4.62M +$26.8K +125 +0.6%
MFWM
947
Motley Fool Wealth Management
Virginia
$4.59M +$93.1K +435 +2%
FB
948
Fulton Bank
Pennsylvania
$4.57M -$16.3K -76 -0.4%
PC
949
Palo Capital
California
$4.55M -$56.5K -264 -1%
KIA
950
KCM Investment Advisors
California
$4.54M +$35.5K +166 +0.8%
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38
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