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 %
FCM
1251
Fairholme Capital Management
Florida
$2.06M +$2.06M +9,600 New
WPP
1252
Whalerock Point Partners
Rhode Island
$2.05M +$10.7K +50 +0.5%
LIM
1253
Lathrop Investment Management
Arkansas
$2.05M – – –
TNBTD
1254
Trustmark National Bank Trust Department
Mississippi
$2.04M +$4.71K +22 +0.2%
WPW
1255
Waldron Private Wealth
Pennsylvania
$2.04M +$8.56K +40 +0.4%
IIA
1256
IPG Investment Advisors
California
$2.04M -$8.78K -41 -0.4%
EFSCE
1257
Enterprise Financial Services Corp (EFSC)
Missouri
$2.03M -$119K -554 -6%
VLC
1258
Van Leeuwen & Company
New Jersey
$2.03M +$2.03M +9,486 New
SIC
1259
Schwartz Investment Counsel
Michigan
$2.03M -$53.5K -250 -3%
TC
1260
Trust Company
Kansas
$2.03M -$195K -909 -9%
FWP
1261
FAS Wealth Partners
Kansas
$2.01M -$3.21K -15 -0.2%
CP
1262
Cumberland Partners
Ontario, Canada
$2.01M -$139K -650 -6%
NAM
1263
NTV Asset Management
West Virginia
$2.01M +$179K +835 +10%
CC
1264
Caxton Corporation
New Jersey
$1.99M – – –
PS
1265
Portfolio Strategies
New York
$1.98M -$10.7K -50 -0.5%
CCM
1266
Cadence Capital Management
Massachusetts
$1.98M -$994K -4,645 -33%
A
1267
AustralianSuper
Australia
$1.97M +$42.8K +200 +2%
DT
1268
Diversified Trust
Tennessee
$1.96M -$225K -1,051 -10%
CWM
1269
CMH Wealth Management
New Hampshire
$1.95M +$258K +1,200 +15%
FHA
1270
Flagship Harbor Advisors
Massachusetts
$1.94M +$53.9K +251 +3%
SFSIG
1271
San Francisco Sentry Investment Group
California
$1.93M +$120K +558 +7%
RWA
1272
RGT Wealth Advisors
Texas
$1.93M +$659K +3,078 +52%
AIP
1273
Ahrens Investment Partners
Louisiana
$1.93M -$59.1K -276 -3%
GBBWRPM
1274
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.92M -$10.7K -50 -0.6%
CASB
1275
Cape Ann Savings Bank
Massachusetts
$1.92M +$2.14K +10 +0.1%
49 50
51
52 53