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 %
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$4.09M -$51.4K -240 -1%
TBA
1002
Tower Bridge Advisors
Pennsylvania
$4.08M – – –
QCMNJ
1003
Quantum Capital Management (New Jersey)
New Jersey
$4.08M +$89.9K +420 +2%
MHIM
1004
MacNealy Hoover Investment Management
Ohio
$4.03M +$98.5K +460 +3%
SCM
1005
Sterling Capital Management
North Carolina
$4.02M +$45.8K +214 +1%
TWA
1006
TCI Wealth Advisors
Arizona
$4.01M -$10.7K -50 -0.3%
CT
1007
Coastline Trust
Rhode Island
$3.99M +$266K +1,241 +7%
JIC
1008
Joel Isaacson & Co
New York
$3.98M +$75.6K +353 +2%
HTC
1009
Haverford Trust Company
Pennsylvania
$3.98M – – –
CCM
1010
Cribstone Capital Management
Maine
$3.97M -$24.6K -115 -0.6%
SI
1011
Sprott Inc
Ontario, Canada
$3.97M +$8.99K +42 +0.2%
HW
1012
Hedeker Wealth
Illinois
$3.97M -$79.6K -372 -2%
WGCA
1013
Wolf Group Capital Advisors
Virginia
$3.93M -$44.3K -207 -1%
BCM
1014
Baltimore Capital Management
Maryland
$3.91M -$179K -836 -4%
VanEck Associates
1015
VanEck Associates
New York
$3.9M +$362K +1,689 +10%
BFC
1016
Bedel Financial Consulting
Indiana
$3.9M +$571K +2,722 +17%
CCA
1017
Checchi Capital Advisers
California
$3.89M +$825K +3,854 +27%
AI
1018
Atria Investments
North Carolina
$3.88M +$143K +669 +4%
BCM
1019
Bayesian Capital Management
New York
$3.88M +$3.08M +14,400 +389%
III
1020
Independent Investors Inc
New York
$3.86M -$10.7K -50 -0.3%
LIM
1021
Leavell Investment Management
Alabama
$3.85M -$12.8K -60 -0.3%
ECM
1022
EagleClaw Capital Management
Massachusetts
$3.85M +$320K +1,495 +9%
SLA
1023
Silver Lake Advisory
Utah
$3.84M +$3.84M +17,944 New
BFC
1024
Blue Fin Capital
Rhode Island
$3.84M +$13.1K +61 +0.3%
CAM
1025
Cypress Asset Management
Texas
$3.82M -$621K -2,900 -14%
39 40
41
42 43