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 %
AWM
1051
AE Wealth Management
Kansas
$3.08M -$1.28M -6,867 -29%
VanEck Associates
1052
VanEck Associates
New York
$3.08M +$3.08M +16,522 New
PL
1053
Plancorp LLC
Missouri
$3.08M +$9.33K +50 +0.3%
SA
1054
Strategic Advisors
New York
$3.08M +$15.7K +84 +0.5%
ECM
1055
EagleClaw Capital Management
Massachusetts
$3.08M -$9.34K -50 -0.3%
TAM
1056
Taurus Asset Management
New York
$3.07M -$81.2K -435 -3%
NAM
1057
North American Management
Massachusetts
$3.07M – – –
GKFF
1058
George Kaiser Family Foundation
Oklahoma
$3.07M – – –
SFS
1059
Sowell Financial Services
Arkansas
$3.06M +$491K +2,393 +19%
TFS
1060
TrustCore Financial Services
Tennessee
$3.05M +$80.6K +432 +3%
RAM
1061
Redmond Asset Management
Virginia
$3.05M -$168K -902 -5%
FGP
1062
Foyston, Gordon, & Payne
Ontario, Canada
$3.05M – – –
BIM
1063
Baldwin Investment Management
Pennsylvania
$3.03M +$1.12M +5,995 +58%
Dodge & Cox
1064
Dodge & Cox
California
$3.03M -$5.6K -30 -0.2%
OWD
1065
Osborn Williams & Donohoe
Ohio
$3.03M +$18.7K +100 +0.6%
CFMC
1066
Curbstone Financial Management Corp
New Hampshire
$3.02M -$35.5K -190 -1%
TWA
1067
Tillar-Wenstrup Advisors
Ohio
$3.02M -$101K -543 -3%
RHFI
1068
Reilly Herbert Faulkner III
$3.02M +$50.8K +272 +2%
1SB
1069
1ST Source Bank
Indiana
$3.02M -$324K -1,735 -10%
KPF
1070
K2 Principal Fund
Ontario, Canada
$3.01M -$1.87M -10,020 -38%
WA
1071
WBH Advisory
Maryland
$3.01M +$154K +826 +5%
TA
1072
Tiedemann Advisors
New York
$3M -$164K -880 -5%
TG
1073
TCW Group
California
$2.99M -$1.17M -6,270 -28%
SRC
1074
Stone Run Capital
New York
$2.99M – – –
WAS
1075
Winch Advisory Services
Wisconsin
$2.98M +$400K +3,579 +15%
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