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 %
JC
1076
Jacobs & Co
California
$2.98M – – –
BFC
1077
Bedel Financial Consulting
Indiana
$2.96M +$95K +509 +3%
AFIA
1078
America First Investment Advisors
Nebraska
$2.96M -$14K -75 -0.5%
AAF
1079
Andra AP-fonden
Sweden
$2.95M -$4.2M -22,500 -59%
Assenagon Asset Management
1080
Assenagon Asset Management
Luxembourg
$2.95M -$33.3M -178,624 -92%
PK
1081
Pflug Koory
Nebraska
$2.93M -$306K -1,640 -9%
DDC
1082
Daniel Devine & Co
Florida
$2.93M – – –
HWA
1083
HCR Wealth Advisors
California
$2.93M +$61.4K +325 +2%
FPB
1084
First PREMIER Bank
South Dakota
$2.92M +$295K +1,581 +11%
AC
1085
Alley Company
Illinois
$2.91M +$11.2K +60 +0.4%
HIM
1086
Harbour Investment Management
Washington
$2.9M -$18.7K -100 -0.6%
FEG
1087
Fund Evaluation Group
Ohio
$2.89M – – –
PA
1088
Perennial Advisors
New York
$2.89M +$38.1K +204 +1%
WDA
1089
Wendell David Associates
New Hampshire
$2.88M +$211K +1,129 +8%
IWA
1090
IBEX Wealth Advisors
New Jersey
$2.87M – – –
CB
1091
Chemical Bank
Michigan
$2.86M -$21.5K -115 -0.7%
VCM
1092
Vision Capital Management
Oregon
$2.83M +$5.04K +27 +0.2%
RHJA
1093
Rice Hall James & Associates
California
$2.82M – – –
AC
1094
Abbrea Capital
California
$2.81M +$84.9K +455 +3%
SC
1095
Savant Capital
Illinois
$2.8M -$84.9K -455 -3%
PFM
1096
Parsec Financial Management
North Carolina
$2.78M +$13.1K +70 +0.5%
PMFA
1097
Plante Moran Financial Advisors
Michigan
$2.78M +$46.1K +247 +2%
WP
1098
WMS Partners
Maryland
$2.73M +$34.2K +183 +1%
AMIM
1099
Aull & Monroe Investment Management
Alabama
$2.73M -$112K -600 -4%
FBA
1100
Front Barnett Associates
Illinois
$2.72M – – –
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