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 %
WC
1226
Woodstock Corp
Massachusetts
$1.98M +$26.9K +144 +1%
TF
1227
Tompkins Financial
New York
$1.97M +$22.6K +121 +1%
WG
1228
Winton Group
United Kingdom
$1.96M +$679K +3,636 +53%
TAM
1229
Tealwood Asset Management
Minnesota
$1.95M -$798K -4,277 -29%
TC
1230
Trust Company
Kansas
$1.94M -$260K -1,393 -12%
CF
1231
Centaurus Financial
California
$1.93M +$930K +4,982 +93%
ERIM
1232
Eagle Ridge Investment Management
Connecticut
$1.92M +$85.3K +457 +5%
AF
1233
Allworth Financial
California
$1.92M +$53.4K +286 +3%
CAM
1234
Cozad Asset Management
Illinois
$1.91M +$1.91M +10,234 New
DT
1235
Diversified Trust
Tennessee
$1.9M +$148K +795 +8%
MSR
1236
Main Street Research
Connecticut
$1.9M +$383K +2,052 +25%
PCP
1237
Proficio Capital Partners
Massachusetts
$1.9M +$34K +182 +2%
VC
1238
Vicus Capital
Pennsylvania
$1.89M -$31.5K -169 -2%
LW
1239
Linscomb Wealth
Texas
$1.89M +$31K +166 +2%
WAM
1240
Weatherly Asset Management
California
$1.88M – – –
LIA
1241
LBMC Investment Advisors
Tennessee
$1.88M -$12.9K -69 -0.7%
WEC
1242
Winslow Evans & Crocker
Massachusetts
$1.88M -$248K -1,328 -12%
ACP
1243
Ashfield Capital Partners
California
$1.88M +$112K +600 +6%
EFSCE
1244
Enterprise Financial Services Corp (EFSC)
Missouri
$1.87M -$22K -118 -1%
CP
1245
Cumberland Partners
Ontario, Canada
$1.87M +$1.37M +7,347 +273%
GFP
1246
Gryphon Financial Partners
Ohio
$1.87M -$170K -912 -8%
DSC
1247
Duncker Streett & Co
Missouri
$1.87M – – –
QOP
1248
Quinn Opportunity Partners
Virginia
$1.87M -$7.88M -42,200 -81%
CFM
1249
Coronation Fund Managers
South Africa
$1.87M – – –
NFG
1250
Noven Financial Group
Colorado
$1.86M -$33.8K -181 -2%
48 49
50
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