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 %
FBA
1101
Front Barnett Associates
Illinois
$2.91M – – –
BIM
1102
Barton Investment Management
Pennsylvania
$2.9M +$20.3K +102 +0.7%
SC
1103
Slow Capital
California
$2.89M +$61.1K +306 +2%
WP
1104
WMS Partners
Maryland
$2.89M +$63.4K +318 +2%
BCM
1105
Brookstone Capital Management
Illinois
$2.89M +$269K +1,347 +10%
OIM
1106
Orca Investment Management
Oregon
$2.88M +$24.9K +125 +0.9%
GCC
1107
Game Creek Capital
Massachusetts
$2.87M +$2.87M +14,400 New
IWA
1108
IBEX Wealth Advisors
New Jersey
$2.87M +$216K +1,108 +8%
WIC
1109
Woodmont Investment Counsel
Tennessee
$2.86M -$153K -765 -5%
RIM
1110
Regent Investment Management
Kentucky
$2.86M -$760K -3,812 -21%
FPCP
1111
Fort Point Capital Partners
California
$2.86M +$2.54M +12,748 +803%
WDA
1112
Wendell David Associates
New Hampshire
$2.85M -$39.9K -200 -1%
CS
1113
Cannell & Spears
New York
$2.85M – – –
GWS
1114
Glassman Wealth Services
Virginia
$2.84M +$337K +1,689 +13%
GC
1115
Garde Capital
Washington
$2.83M +$151K +758 +6%
FPB
1116
First PREMIER Bank
South Dakota
$2.81M +$70.6K +354 +3%
AR
1117
Advisory Research
Illinois
$2.79M -$255K -1,280 -8%
GAM
1118
Griffin Asset Management
New York
$2.75M -$26.9K -135 -1%
CCM
1119
Canal Capital Management
Virginia
$2.75M -$179K -897 -6%
CCM
1120
Cadence Capital Management
Massachusetts
$2.75M +$117K +588 +4%
BE
1121
Bonness Enterprises
District of Columbia
$2.74M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1122
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.74M -$5.4M -27,075 -66%
HCA
1123
Horan Capital Advisors
Ohio
$2.73M +$146K +732 +6%
CCA
1124
Checchi Capital Advisers
California
$2.73M +$79.8K +400 +3%
RW
1125
REDW Wealth
New Mexico
$2.73M -$997 -5 -0%
43 44
45
46 47