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 %
YWP
1176
YorkBridge Wealth Partners
New York
$2.26M -$44.4K -238 -2%
APTFM
1177
AGUR Provident & Training Funds Management
Israel
$2.26M – – –
SACTSONJ
1178
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.24M -$1.31M -7,000 -37%
WPA
1179
Winning Points Advisors
Florida
$2.23M – – –
BCWM
1180
Blue Chip Wealth Management
Florida
$2.23M +$131K +700 +6%
CA
1181
Capital Advantage
California
$2.23M -$14.4K -77 -0.6%
CA
1182
Cynosure Advisors
Utah
$2.22M – – –
NIMI
1183
Natixis Investment Managers International
France
$2.21M +$1.11M +5,968 +102%
MM
1184
Midas Management
New York
$2.21M – – –
CG
1185
Caprock Group
Idaho
$2.21M +$71.3K +382 +3%
FA
1186
Fagan Associates
New York
$2.2M +$309K +1,655 +16%
PIC
1187
Portland Investment Counsel
Ontario, Canada
$2.19M -$8.4K -45 -0.4%
IWM
1188
IHT Wealth Management
Illinois
$2.19M +$149K +798 +7%
FCCM
1189
First City Capital Management
Georgia
$2.18M +$15.9K +85 +0.7%
CBTWT
1190
Community Bank & Trust (Waco, Texas)
Texas
$2.18M -$215K -1,150 -9%
NEPWA
1191
New England Private Wealth Advisors
Massachusetts
$2.18M -$37.9K -203 -2%
IP
1192
Intellectus Partners
California
$2.16M +$146K +782 +7%
HC
1193
Hourglass Capital
Texas
$2.15M -$14.9K -80 -0.7%
KC
1194
Kingfisher Capital
North Carolina
$2.14M -$89.2K -455 -4%
AP
1195
Appleton Partners
Massachusetts
$2.13M +$138K +740 +7%
CCM
1196
Condor Capital Management
New Jersey
$2.13M +$16.2K +87 +0.8%
CCT
1197
Capital City Trust
Florida
$2.12M -$32.1K -172 -1%
MCM
1198
Matarin Capital Management
New York
$2.12M -$419K -2,244 -17%
MIFH
1199
Migdal Insurance & Financial Holdings
Israel
$2.12M +$2.09M +11,201 +8,616%
KWM
1200
Kingsview Wealth Management
Oregon
$2.11M -$30.6K -164 -1%
46 47
48
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