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 %
WP
1101
WMS Partners
Maryland
$3.15M +$18.2K +85 +0.6%
ERIM
1102
Eagle Ridge Investment Management
Connecticut
$3.15M +$948K +4,425 +43%
BIM
1103
Barton Investment Management
Pennsylvania
$3.15M +$42.8K +200 +1%
TSS
1104
Two Sigma Securities
New York
$3.13M -$4.15M -19,407 -57%
AMIM
1105
Aull & Monroe Investment Management
Alabama
$3.12M -$10.7K -50 -0.3%
WT
1106
Washington Trust
Rhode Island
$3.12M +$49K +229 +2%
LSAG
1107
Lake Street Advisors Group
New Hampshire
$3.12M -$1.1M -5,145 -26%
GF
1108
Gabelli Funds
New York
$3.11M +$214K +1,000 +7%
GC
1109
Garde Capital
Washington
$3.1M +$5.44K +25 +0.2%
HWA
1110
HCR Wealth Advisors
California
$3.09M -$80K -390 -3%
FM
1111
Family Management
New York
$3.08M +$196K +913 +7%
TCOO
1112
Trust Company of Oklahoma
Oklahoma
$3.06M -$9.64K -45 -0.3%
CB
1113
Chemical Bank
Michigan
$3.06M -$220K -1,028 -7%
SFA
1114
Spectrum Financial Alliance
Kentucky
$3.05M +$164K +767 +6%
CBU
1115
CIBC Bank USA
Illinois
$3.05M +$85K +397 +3%
GAM
1116
Griffin Asset Management
New York
$3.03M +$91.2K +426 +3%
FPCP
1117
Fort Point Capital Partners
California
$3.03M +$327K +1,525 +12%
OIM
1118
Orca Investment Management
Oregon
$3.02M -$56.7K -265 -2%
CS
1119
Cannell & Spears
New York
$3.02M – – –
WIC
1120
Woodmont Investment Counsel
Tennessee
$3M -$109K -507 -3%
MWP
1121
MYCIO Wealth Partners
Pennsylvania
$3M +$181K +847 +6%
OGC
1122
Oak Grove Capital
New Hampshire
$3M +$18K +84 +0.6%
LA
1123
LexAurum Advisors
Kansas
$2.98M +$1.12M +5,225 +60%
TRCT
1124
Tower Research Capital (TRC)
New York
$2.97M -$9.64M -44,997 -76%
SC
1125
Slow Capital
California
$2.95M +$107K +501 +4%
43 44
45
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