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 %
MHS
1001
M Holdings Securities
Oregon
$3.61M +$1.42M +7,628 +65%
LWAC
1002
Laurel Wealth Advisors (California)
California
$3.58M +$550K +2,948 +18%
SBIA
1003
Sheaff Brock Investment Advisors
Indiana
$3.58M +$197K +1,057 +6%
BCM
1004
Baltimore Capital Management
Maryland
$3.56M -$38.4K -206 -1%
TBA
1005
Tower Bridge Advisors
Pennsylvania
$3.56M -$56K -300 -2%
UFF
1006
USA Financial Formulas
Michigan
$3.54M -$24.3K -122 -0.7%
WB
1007
WesBanco Bank
West Virginia
$3.54M +$225K +1,208 +7%
CAM
1008
Close Asset Management
United Kingdom
$3.54M – – –
HW
1009
Hedeker Wealth
Illinois
$3.53M -$57.1K -306 -2%
BC
1010
Burney Company
Virginia
$3.52M +$329K +1,764 +10%
GC
1011
Grimes & Company
Massachusetts
$3.52M -$20.2K -108 -0.6%
TWA
1012
TCI Wealth Advisors
Arizona
$3.51M -$5.23K -28 -0.1%
CCM
1013
Cribstone Capital Management
Maine
$3.49M -$66.6K -357 -2%
QCMNJ
1014
Quantum Capital Management (New Jersey)
New Jersey
$3.48M +$14K +75 +0.4%
HTC
1015
Haverford Trust Company
Pennsylvania
$3.47M +$204K +1,091 +6%
SCM
1016
Sterling Capital Management
North Carolina
$3.46M +$4.11K +22 +0.1%
WGCA
1017
Wolf Group Capital Advisors
Virginia
$3.46M +$442K +2,367 +15%
SI
1018
Sprott Inc
Ontario, Canada
$3.45M -$933K -5,000 -21%
MHIM
1019
MacNealy Hoover Investment Management
Ohio
$3.43M +$93.3K +500 +3%
JIC
1020
Joel Isaacson & Co
New York
$3.41M – – –
III
1021
Independent Investors Inc
New York
$3.37M – – –
LIM
1022
Leavell Investment Management
Alabama
$3.37M -$613K -3,284 -15%
MC
1023
Moors & Cabot
Massachusetts
$3.36M -$134K -718 -4%
CIA
1024
Capital Investment Advisors
Georgia
$3.34M +$5.6K +30 +0.2%
BFC
1025
Blue Fin Capital
Rhode Island
$3.33M +$57.9K +310 +2%
39 40
41
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