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 %
TWA
1076
Tillar-Wenstrup Advisors
Ohio
$3.36M -$109K -507 -3%
PA
1077
Perennial Advisors
New York
$3.34M +$31.7K +148 +1%
WDA
1078
Wendell David Associates
New Hampshire
$3.33M +$26.8K +125 +0.8%
PFM
1079
Parsec Financial Management
North Carolina
$3.32M +$132K +618 +4%
PK
1080
Pflug Koory
Nebraska
$3.32M -$45K -210 -1%
KFA
1081
Kays Financial Advisory
Georgia
$3.31M +$1.46M +6,803 +79%
BIM
1082
Baldwin Investment Management
Pennsylvania
$3.31M -$171K -797 -5%
IWA
1083
IBEX Wealth Advisors
New Jersey
$3.31M +$149K +695 +5%
HIM
1084
Harbour Investment Management
Washington
$3.3M -$26.8K -125 -0.8%
SC
1085
Savant Capital
Illinois
$3.27M +$59.5K +278 +2%
BCM
1086
Breiter Capital Management
Florida
$3.27M +$591K +2,761 +22%
WA
1087
WESPAC Advisors
California
$3.26M +$1.16M +5,396 +55%
NEI
1088
Northwest & Ethical Investments
Ontario, Canada
$3.25M +$230K +1,074 +8%
VCM
1089
Vision Capital Management
Oregon
$3.24M -$2.14K -10 -0.1%
RHJA
1090
Rice Hall James & Associates
California
$3.24M – – –
WC
1091
Wexford Capital
Florida
$3.24M +$3.24M +15,112 New
AC
1092
Abbrea Capital
California
$3.23M – – –
MCM
1093
Matarin Capital Management
New York
$3.21M +$777K +3,631 +32%
AFIA
1094
America First Investment Advisors
Nebraska
$3.21M -$184K -859 -5%
FBA
1095
Front Barnett Associates
Illinois
$3.21M +$85.7K +400 +3%
JC
1096
Jacobs & Co
California
$3.2M -$219K -1,025 -6%
FA
1097
Fagan Associates
New York
$3.18M +$656K +3,065 +26%
PMFA
1098
Plante Moran Financial Advisors
Michigan
$3.17M -$10.7K -50 -0.3%
ATFA
1099
All Terrain Financial Advisors
Minnesota
$3.17M -$3.36M -15,710 -51%
SCA
1100
Snowden Capital Advisors
New York
$3.16M +$772K +3,605 +32%
42 43
44
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