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 %
AA
1201
Apriem Advisors
California
$2.11M +$564K +3,020 +36%
DI
1202
Diligent Investors
California
$2.11M -$31K -166 -1%
DWT
1203
Dorsey & Whitney Trust
South Dakota
$2.11M +$9.15K +49 +0.4%
PFBT
1204
Parkside Financial Bank & Trust
Missouri
$2.09M -$14.7K -79 -0.7%
AI
1205
Accredited Investors
Minnesota
$2.09M +$1.68K +9 +0.1%
MWAC
1206
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.09M +$29.5K +158 +1%
WTB
1207
Washington Trust Bank
Washington
$2.09M +$1.31M +7,025 +169%
FFA
1208
Fragasso Financial Advisors
Pennsylvania
$2.08M +$70.7K +379 +4%
SCA
1209
Snowden Capital Advisors
New York
$2.08M +$201K +1,079 +11%
JGGDR
1210
JGP Global Gestao de Recursos
Brazil
$2.08M +$2.08M +11,139 New
IAM
1211
Integre Asset Management
New York
$2.07M – – –
BM
1212
Bislett Management
California
$2.05M – – –
BCM
1213
Brookstone Capital Management
Illinois
$2.04M -$662K -3,549 -25%
Mirae Asset Global Investments
1214
Mirae Asset Global Investments
South Korea
$2.03M +$308K +1,652 +18%
MMPW
1215
Mitchell McLeod Pugh & Williams
Alabama
$2.02M +$126K +673 +7%
LB
1216
Landmark Bank
Missouri
$2.02M +$2.02M +10,799 New
FLPIM
1217
F.L. Putnam Investment Management
Massachusetts
$2.01M -$1.28M -6,845 -39%
SMFS
1218
Squar Milner Financial Services
California
$2M +$11.2K +60 +0.6%
KCM
1219
Karp Capital Management
California
$2M +$23.3K +125 +1%
ARMC
1220
American Research & Management Company
Massachusetts
$2M -$46.7K -250 -2%
ASC
1221
Atalanta Sosnoff Capital
New York
$2M -$4.29K -23 -0.2%
DLA
1222
Douglas Lane & Associates
New York
$1.99M +$48.9K +262 +3%
TTWM
1223
TCV Trust & Wealth Management
Virginia
$1.99M +$372K +1,995 +23%
PAM
1224
Pegasus Asset Management
New York
$1.98M +$20.3K +109 +1%
SBSB
1225
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.98M -$181K -972 -8%
47 48
49
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