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 %
WIC
1101
Woodmont Investment Counsel
Tennessee
$2.71M +$33.6K +180 +1%
BIM
1102
Barton Investment Management
Pennsylvania
$2.71M – – –
TCM
1103
Traynor Capital Management
Pennsylvania
$2.71M +$365K +1,946 +16%
WT
1104
Washington Trust
Rhode Island
$2.68M +$207K +1,110 +8%
TCOO
1105
Trust Company of Oklahoma
Oklahoma
$2.68M +$243K +1,300 +10%
OIM
1106
Orca Investment Management
Oregon
$2.68M -$17.5K -94 -0.7%
CCA
1107
Checchi Capital Advisers
California
$2.67M +$113K +606 +4%
SFFS
1108
Stonehage Fleming Financial Services
Jersey
$2.66M +$338K +1,813 +15%
GC
1109
Garde Capital
Washington
$2.65M +$2.43K +13 +0.1%
RMCM
1110
Reynders McVeigh Capital Management
Massachusetts
$2.65M +$133K +715 +5%
NEI
1111
Northwest & Ethical Investments
Ontario, Canada
$2.63M -$117K -628 -4%
CS
1112
Cannell & Spears
New York
$2.63M -$35.8K -192 -1%
GTAM
1113
Global Trust Asset Management
Florida
$2.61M -$547K -2,931 -17%
TCM
1114
Teza Capital Management
Illinois
$2.61M +$2.61M +13,977 New
OGC
1115
Oak Grove Capital
New Hampshire
$2.6M +$336K +1,800 +15%
CCM
1116
Cadence Capital Management
Massachusetts
$2.59M +$21.5K +115 +0.8%
CCM
1117
Canal Capital Management
Virginia
$2.59M +$18.7K +100 +0.7%
CBU
1118
CIBC Bank USA
Illinois
$2.58M +$305K +1,633 +13%
HCA
1119
Horan Capital Advisors
Ohio
$2.58M +$24.5K +131 +1%
SFWA
1120
Summit Financial Wealth Advisors
Louisiana
$2.58M -$538K -2,700 -17%
BE
1121
Bonness Enterprises
District of Columbia
$2.57M – – –
GAM
1122
Griffin Asset Management
New York
$2.56M -$12.9K -69 -0.5%
PCM
1123
Prelude Capital Management
New York
$2.56M +$840K +4,499 +49%
DBG
1124
De Burlo Group
Massachusetts
$2.56M -$4.26M -22,850 -63%
BSPF
1125
British Steel Pension Fund
United Kingdom
$2.55M -$3.21M -17,198 -56%
43 44
45
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