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 %
ASC
1226
Atalanta Sosnoff Capital
New York
$2.25M -$40.9K -191 -2%
CT
1227
CMT Trading
Illinois
$2.25M +$963K +4,500 +75%
ARMC
1228
American Research & Management Company
Massachusetts
$2.25M -$42.8K -200 -2%
LCS
1229
Levin Capital Strategies
New York
$2.24M -$2.3M -10,750 -51%
AF
1230
Allworth Financial
California
$2.22M +$13.9K +65 +0.6%
CSS
1231
Cubist Systematic Strategies
Connecticut
$2.2M +$171K +799 +8%
LIA
1232
LBMC Investment Advisors
Tennessee
$2.19M +$38.1K +178 +2%
B
1233
Bailard
California
$2.18M +$443K +2,071 +26%
CAM
1234
Cozad Asset Management
Illinois
$2.17M -$19.3K -90 -0.9%
PCP
1235
Proficio Capital Partners
Massachusetts
$2.16M -$8.99K -42 -0.4%
WAM
1236
Weatherly Asset Management
California
$2.15M -$6.42K -30 -0.3%
ACM
1237
Ashford Capital Management
Delaware
$2.15M +$607K +2,835 +39%
TAM
1238
Tealwood Asset Management
Minnesota
$2.15M -$85.9K -401 -4%
DSC
1239
Duncker Streett & Co
Missouri
$2.15M – – –
QOP
1240
Quinn Opportunity Partners
Virginia
$2.14M – – –
BCA
1241
Bay Colony Advisors
Massachusetts
$2.12M +$68.3K +319 +3%
LW
1242
Linscomb Wealth
Texas
$2.12M -$48.2K -225 -2%
VC
1243
Vicus Capital
Pennsylvania
$2.11M -$62.1K -290 -3%
EWM
1244
Elite Wealth Management
Washington
$2.11M +$23.1K +108 +1%
BFPW
1245
BOK Financial Private Wealth
Colorado
$2.1M -$2.9M -13,525 -58%
TWM
1246
Torch Wealth Management
Ohio
$2.09M +$21.4K +100 +1%
PNC
1247
Park National Corp
Ohio
$2.09M -$516K -2,408 -20%
BE
1248
Bonness Enterprises
District of Columbia
$2.09M -$857K -4,000 -29%
Balyasny Asset Management
1249
Balyasny Asset Management
Illinois
$2.06M +$2.06M +9,633 New
SMG
1250
Spectrum Management Group
Indiana
$2.06M +$24.6K +115 +1%
48 49
50
51 52