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 %
SFWA
1076
Summit Financial Wealth Advisors
Louisiana
$3.12M -$190K -951 -6%
HIM
1077
Harbour Investment Management
Washington
$3.12M -$55.9K -280 -2%
AC
1078
Alley Company
Illinois
$3.09M +$10.8K +54 +0.3%
FEG
1079
Fund Evaluation Group
Ohio
$3.09M -$658K -3,300 -18%
SC
1080
Savant Capital
Illinois
$3.08M +$101K +505 +3%
CB
1081
Chemical Bank
Michigan
$3.08M -$131K -655 -4%
BFC
1082
Bedel Financial Consulting
Indiana
$3.06M -$456K -2,284 -13%
WA
1083
WESPAC Advisors
California
$3.06M +$199K +997 +7%
WA
1084
WBH Advisory
Maryland
$3.05M -$67.6K -339 -2%
PA
1085
Perennial Advisors
New York
$3.04M +$33.1K +166 +1%
AMIM
1086
Aull & Monroe Investment Management
Alabama
$3.04M -$9.98K -50 -0.3%
HWA
1087
HCR Wealth Advisors
California
$3.02M +$1.6K +8 +0.1%
RHJA
1088
Rice Hall James & Associates
California
$3.02M -$147K -739 -5%
VCM
1089
Vision Capital Management
Oregon
$3.02M -$997K -5,000 -25%
CLOS
1090
Compagnie Lombard Odier SCmA
Switzerland
$3.01M -$4.15M -20,807 -58%
JCM
1091
Jafra Capital Management
New York
$2.99M +$2.99M +15,000 New
RIA
1092
Regal Investment Advisors
Michigan
$2.99M +$28.9K +145 +1%
PFM
1093
Parsec Financial Management
North Carolina
$2.96M -$30.5K -153 -1%
BA
1094
Birinyi Associates
Connecticut
$2.95M +$549K +2,750 +23%
NEI
1095
Northwest & Ethical Investments
Ontario, Canada
$2.94M +$733K +3,677 +33%
TAM
1096
Tealwood Asset Management
Minnesota
$2.93M +$142K +711 +5%
BL
1097
BFSG LLC
California
$2.93M -$66.2K -332 -2%
CIM
1098
CenturyLink Investment Management
Colorado
$2.92M – – –
PMFA
1099
Plante Moran Financial Advisors
Michigan
$2.92M -$757K -3,796 -21%
AC
1100
Abbrea Capital
California
$2.91M +$173K +866 +6%
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