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 %
KFGK
1251
Keystone Financial Group (Kentucky)
Kentucky
$1.85M +$28.2K +150 +2%
BA
1252
Bristlecone Advisors
Washington
$1.85M -$23.3K -125 -1%
MIH
1253
Meitav Investment House
Israel
$1.84M -$138K -204 -7%
WA
1254
WESPAC Advisors
California
$1.84M -$1.03M -5,492 -36%
NP
1255
NorthRock Partners
Minnesota
$1.82M -$398K -2,130 -18%
EWM
1256
Elite Wealth Management
Washington
$1.82M +$153K +820 +9%
SIC
1257
Schwartz Investment Counsel
Michigan
$1.82M – – –
ECM
1258
ETrade Capital Management
Virginia
$1.81M +$172K +919 +10%
Credit Agricole
1259
Credit Agricole
France
$1.81M -$1.57M -8,396 -46%
TWM
1260
Torch Wealth Management
Ohio
$1.81M +$1.14M +6,115 +172%
BCA
1261
Bay Colony Advisors
Massachusetts
$1.79M +$1.79M +9,591 New
LIM
1262
Lathrop Investment Management
Arkansas
$1.79M -$18.1K -97 -1%
IIA
1263
IPG Investment Advisors
California
$1.78M +$3.73K +20 +0.2%
WPP
1264
Whalerock Point Partners
Rhode Island
$1.78M -$1.85M -9,892 -51%
TNBTD
1265
Trustmark National Bank Trust Department
Mississippi
$1.78M +$329K +1,763 +23%
SMG
1266
Spectrum Management Group
Indiana
$1.78M +$167K +895 +10%
WPW
1267
Waldron Private Wealth
Pennsylvania
$1.78M -$69.2K -371 -4%
CSS
1268
Cubist Systematic Strategies
Connecticut
$1.77M +$26.9K +144 +2%
CASB
1269
Cape Ann Savings Bank
Massachusetts
$1.77M +$1.77M +8,960 New
FWP
1270
FAS Wealth Partners
Kansas
$1.76M -$18.9K -101 -1%
KPCM
1271
Kings Point Capital Management
New York
$1.75M +$2.8K +15 +0.2%
CC
1272
Caxton Corporation
New Jersey
$1.74M – – –
PS
1273
Portfolio Strategies
New York
$1.74M +$9.33K +50 +0.5%
SCA
1274
Sippican Capital Advisors
Massachusetts
$1.73M -$24.5K -131 -1%
AIP
1275
Ahrens Investment Partners
Louisiana
$1.73M -$230K -1,230 -12%
49 50
51
52 53