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 %
LA
1126
LVW Advisors
New York
$2.54M -$12.5K -67 -0.5%
SIAP
1127
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.54M – – –
GP
1128
Girard Partners
Pennsylvania
$2.53M +$2.53M +13,553 New
GF
1129
Gabelli Funds
New York
$2.52M – – –
SFA
1130
Spectrum Financial Alliance
Kentucky
$2.52M +$115K +615 +5%
FM
1131
Family Management
New York
$2.51M +$488K +2,614 +24%
APA
1132
American Portfolios Advisors
New York
$2.51M +$217K +1,162 +9%
BCM
1133
Blume Capital Management
California
$2.51M -$14K -75 -0.6%
CLOS
1134
Compagnie Lombard Odier SCmA
Switzerland
$2.5M -$314K -1,682 -11%
HTHT
1135
Hemenway Trust Hemenway Trust
New Hampshire
$2.49M +$2.8K +15 +0.1%
MHIC
1136
Marble Harbor Investment Counsel
Massachusetts
$2.48M – – –
CT
1137
Cambridge Trust
Massachusetts
$2.48M +$560 +3 +0%
CIM
1138
CenturyLink Investment Management
Colorado
$2.48M -$251K -1,344 -9%
SC
1139
Slow Capital
California
$2.48M -$225K -1,204 -8%
RW
1140
REDW Wealth
New Mexico
$2.48M -$74.7K -400 -3%
SIMM
1141
Stillwater Investment Management (Minnesota)
Minnesota
$2.46M -$35.5K -190 -1%
MWP
1142
MYCIO Wealth Partners
Pennsylvania
$2.46M +$112K +599 +5%
MCTIC
1143
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.45M – – –
DAM
1144
Delta Asset Management
Tennessee
$2.45M -$3.73K -20 -0.2%
MWM
1145
Marietta Wealth Management
Georgia
$2.43M +$144K +771 +6%
ZIM
1146
Zacks Investment Management
Illinois
$2.42M +$34.2K +183 +1%
LA
1147
LFL Advisers
Illinois
$2.41M – – –
TVWM
1148
Tower View Wealth Management
Wisconsin
$2.41M +$23.5K +126 +1%
PTC
1149
Private Trust Company
Ohio
$2.4M +$74.8K +401 +3%
CPA
1150
Cowen Prime Advisors
New York
$2.4M -$56K -300 -2%
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