BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
1251
Integrated Investment Consultants
Michigan
$1.91M +$1.91M +9,584 New
IIA
1252
IPG Investment Advisors
California
$1.9M +$496K +2,486 +35%
FWP
1253
FAS Wealth Partners
Kansas
$1.9M -$80.4K -403 -4%
KFGK
1254
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$146K +750 +8%
ACP
1255
Ashfield Capital Partners
California
$1.89M +$839K +4,207 +80%
SCA
1256
Sippican Capital Advisors
Massachusetts
$1.88M -$17.4K -87 -0.9%
DT
1257
Diversified Trust
Tennessee
$1.87M +$13K +65 +0.7%
WIS
1258
Wright Investors Service
Connecticut
$1.87M +$365K +1,832 +24%
CSS
1259
Cubist Systematic Strategies
Connecticut
$1.87M -$525K -2,631 -22%
IAS
1260
IMA Advisory Services
Colorado
$1.87M -$21.9K -110 -1%
KPCM
1261
Kings Point Capital Management
New York
$1.86M +$363K +1,817 +24%
CC
1262
Caxton Corporation
New Jersey
$1.86M +$73.2K +367 +4%
NIS
1263
National Investment Services
Wisconsin
$1.86M -$74.8K -375 -4%
PS
1264
Portfolio Strategies
New York
$1.85M – – –
PCM
1265
Prelude Capital Management
New York
$1.84M +$1.84M +9,220 New
Mirae Asset Global Investments
1266
Mirae Asset Global Investments
South Korea
$1.84M -$418K -2,094 -19%
TFA
1267
Transamerica Financial Advisors
Florida
$1.83M -$78.6K -394 -4%
JFA
1268
JNBA Financial Advisors
Minnesota
$1.82M – – –
AWA
1269
Acorn Wealth Advisors
Michigan
$1.82M +$37.6K +191 +2%
TIA
1270
Tiemann Investment Advisors
California
$1.81M -$72.8K -365 -4%
NWM
1271
Northwest Wealth Management
Iowa
$1.79M +$1.99K +10 +0.1%
EWM
1272
Elite Wealth Management
Washington
$1.78M +$87.4K +438 +5%
WA1
1273
Wimmer Associates 1
California
$1.78M -$11K -55 -0.6%
GBBWRPM
1274
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.76M -$99.7K -500 -5%
SFSIG
1275
San Francisco Sentry Investment Group
California
$1.76M +$48.9K +245 +3%
49 50
51
52 53