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 %
AFA
1001
Arlington Financial Advisors
California
$3.79M -$148K -756 -4%
GC
1002
Grimes & Company
Massachusetts
$3.79M -$5.79K -29 -0.2%
BS
1003
Banco Santander
Spain
$3.79M +$1.32M +6,617 +54%
ZF
1004
Zhang Financial
Michigan
$3.77M -$193K -990 -5%
TWA
1005
TCI Wealth Advisors
Arizona
$3.75M -$47.3K -237 -1%
DIA
1006
Dana Investment Advisors
Wisconsin
$3.75M +$512K +2,566 +16%
MC
1007
Moors & Cabot
Massachusetts
$3.74M +$116K +580 +3%
IA
1008
IFG Advisory
Georgia
$3.72M +$167K +835 +5%
QCMNJ
1009
Quantum Capital Management (New Jersey)
New Jersey
$3.7M +$2.99K +15 +0.1%
SCM
1010
Sterling Capital Management
North Carolina
$3.7M -$60K -301 -2%
DAS
1011
Dynamic Advisor Solutions
Arizona
$3.68M +$2.08M +10,416 +130%
CT
1012
Chicago Trust
Illinois
$3.67M -$31.5K -158 -0.9%
Wolverine Trading
1013
Wolverine Trading
Illinois
$3.65M +$3.65M +18,299 New
JIC
1014
Joel Isaacson & Co
New York
$3.64M +$131K +655 +4%
HCP
1015
Holt Capital Partners
Texas
$3.62M -$124K -620 -3%
CS
1016
Credential Securities
$3.61M -$6.19K -31 -0.2%
SBIA
1017
Sheaff Brock Investment Advisors
Indiana
$3.61M -$46.5K -233 -1%
III
1018
Independent Investors Inc
New York
$3.6M – – –
Credit Agricole
1019
Credit Agricole
France
$3.6M +$265K +1,328 +8%
1SB
1020
1ST Source Bank
Indiana
$3.57M +$361K +1,810 +11%
UFF
1021
USA Financial Formulas
Michigan
$3.57M +$3.57M +17,886 New
CIA
1022
Capital Investment Advisors
Georgia
$3.57M +$138K +692 +4%
P
1023
Pitcairn
Pennsylvania
$3.56M +$169K +845 +5%
MHIM
1024
MacNealy Hoover Investment Management
Ohio
$3.56M -$9.97K -50 -0.3%
VHAM
1025
Van Hulzen Asset Management
California
$3.54M +$83.4K +418 +2%
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