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 %
SCM
1201
Stonebridge Capital Management
California
$2.41M +$2.14M +10,000 +800%
SMFS
1202
Squar Milner Financial Services
California
$2.41M +$107K +500 +5%
KPCM
1203
Kings Point Capital Management
New York
$2.4M +$398K +1,861 +20%
PFBT
1204
Parkside Financial Bank & Trust
Missouri
$2.39M -$4.5K -21 -0.2%
JGGDR
1205
JGP Global Gestao de Recursos
Brazil
$2.39M – – –
ACA
1206
Atlas Capital Advisors
Wyoming
$2.37M -$245K -1,132 -9%
IAM
1207
Integre Asset Management
New York
$2.37M – – –
SACTSONJ
1208
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.36M -$214K -1,000 -8%
BM
1209
Bislett Management
California
$2.36M – – –
IWM
1210
IHT Wealth Management
Illinois
$2.35M -$164K -767 -7%
MMPW
1211
Mitchell McLeod Pugh & Williams
Alabama
$2.34M +$24.6K +115 +1%
ACP
1212
Ashfield Capital Partners
California
$2.34M +$183K +855 +9%
APTFM
1213
AGUR Provident & Training Funds Management
Israel
$2.34M – – –
WEC
1214
Winslow Evans & Crocker
Massachusetts
$2.33M +$178K +830 +8%
TTWM
1215
TCV Trust & Wealth Management
Virginia
$2.31M +$27.2K +127 +1%
WTB
1216
Washington Trust Bank
Washington
$2.3M -$88.8K -415 -4%
WC
1217
Woodstock Corp
Massachusetts
$2.3M +$34.3K +160 +2%
TF
1218
Tompkins Financial
New York
$2.3M +$40K +187 +2%
LB
1219
Landmark Bank
Missouri
$2.29M -$18.8K -88 -0.8%
PAM
1220
Pegasus Asset Management
New York
$2.29M +$12.2K +57 +0.5%
WPA
1221
Winning Points Advisors
Florida
$2.28M – – –
KCM
1222
Karp Capital Management
California
$2.27M -$25.7K -120 -1%
SBSB
1223
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.27M +$1.29K +6 +0.1%
FLPIM
1224
F.L. Putnam Investment Management
Massachusetts
$2.26M -$48K -224 -2%
IIC
1225
Ironwood Investment Counsel
Arizona
$2.25M +$2.02M +9,425 +853%
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