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 %
FAG
1351
Financial Advisory Group
Texas
$1.48M – – –
KFA
1352
Kays Financial Advisory
Georgia
$1.47M +$1.17M +5,871 +393%
CWM
1353
CMH Wealth Management
New Hampshire
$1.46M -$16.2K -83 -1%
CL
1354
CSS LLC
Illinois
$1.46M – – –
GI
1355
Glovista Investments
New Jersey
$1.46M +$39.9K +200 +3%
ACM
1356
Ashford Capital Management
Delaware
$1.44M -$5.59K -28 -0.4%
FIMG
1357
Financial & Investment Management Group
Michigan
$1.44M – – –
WWM
1358
Windsor Wealth Management
Indiana
$1.43M +$696K +3,488 +95%
NEGWA
1359
New England Guild Wealth Advisors
Connecticut
$1.42M – – –
CB
1360
Community Bank
New York
$1.41M -$1.31M -6,552 -48%
VCA
1361
Verdence Capital Advisors
Maryland
$1.41M -$93.4K -468 -6%
HCM
1362
Hall Capital Management
Rhode Island
$1.4M -$28.9K -145 -2%
MBA
1363
McQueen Ball & Associates
Pennsylvania
$1.4M – – –
QSS
1364
Quantitative Systematic Strategies
Florida
$1.4M -$3.99K -20 -0.3%
SCM
1365
SOL Capital Management
Maryland
$1.39M -$10.2K -51 -0.7%
WA
1366
Winfield Associates
Ohio
$1.39M +$36.1K +181 +3%
KA
1367
Klingman & Associates
New York
$1.39M -$726K -3,636 -34%
CCG
1368
Cypress Capital Group
Florida
$1.39M +$115K +575 +9%
ATC
1369
Adirondack Trust Company
New York
$1.38M +$92K +475 +7%
WSCM
1370
Wellington Shields Capital Management
New York
$1.38M +$843K +4,225 +157%
GA
1371
Greytown Advisors
Florida
$1.38M +$999K +5,000 +262%
DPIM
1372
Duff & Phelps Investment Management
Illinois
$1.38M -$87.7K -440 -6%
RCAG
1373
Rehmann Capital Advisory Group
Michigan
$1.37M -$10.4K -52 -0.7%
WHG
1374
Westwood Holdings Group
Texas
$1.37M -$2.96M -14,824 -68%
AIA
1375
Allegis Investment Advisors
Idaho
$1.37M -$287K -1,440 -17%
53 54
55
56 57