BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
951
Intrust Bank
Kansas
$4.23M +$26.9K +135 +0.6%
LSAG
952
Lake Street Advisors Group
New Hampshire
$4.22M +$4.22M +21,177 New
MFWM
953
Motley Fool Wealth Management
Virginia
$4.22M +$212K +1,065 +5%
TP
954
Truvvo Partners
New York
$4.2M -$738K -3,700 -15%
AW
955
ACG Wealth
Georgia
$4.2M +$394K +1,973 +10%
FHC
956
First Heartland Consultants
Missouri
$4.19M -$21.3K -107 -0.5%
HSA
957
HBK Sorce Advisory
Pennsylvania
$4.19M -$199 -1 -0%
BIMC
958
Benson Investment Management Company
Virginia
$4.18M -$4.99K -25 -0.1%
NFG
959
Nations Financial Group
Iowa
$4.16M +$961K +4,815 +30%
RWM
960
RKL Wealth Management
Pennsylvania
$4.14M -$551K -2,755 -12%
ST
961
Smithfield Trust
Pennsylvania
$4.13M -$352K -1,764 -8%
NWS
962
Newport Wealth Strategies
California
$4.13M – – –
BOH
963
Bank of Hawaii
Hawaii
$4.12M +$83.2K +417 +2%
PFP
964
Pinnacle Financial Partners
Tennessee
$4.12M +$24.1K +121 +0.6%
SS
965
Sunbelt Securities
Texas
$4.11M +$47.9K +240 +1%
TAM
966
Tiverton Asset Management
Delaware
$4.1M +$831K +4,168 +25%
DIA
967
Denver Investment Advisors
Colorado
$4.06M -$198K -995 -5%
HF
968
HRT Financial
New York
$4.06M +$2.86M +14,322 +238%
CC
969
Cannell Capital
Wyoming
$4.03M +$1.9M +9,517 +89%
IAA
970
Independent Advisor Alliance
North Carolina
$4.01M +$218K +1,118 +6%
BRM
971
Boston Research & Management
Massachusetts
$4.01M -$289K -1,451 -7%
FAIM
972
Financial Advocates Investment Management
Washington
$4M -$332K -1,663 -8%
CCM
973
Corsair Capital Management
New York
$4M -$303K -1,517 -7%
BP
974
Ballentine Partners
Massachusetts
$3.99M +$56.8K +285 +1%
AAM
975
AR Asset Management
California
$3.99M – – –
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