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 %
BAAM
1376
Baker Avenue Asset Management
California
$1.33M +$51.9K +278 +4%
CWS
1377
Cypress Wealth Services
California
$1.33M +$298K +1,595 +29%
ATC
1378
Adirondack Trust Company
New York
$1.33M -$7.47K -40 -0.6%
NEGWA
1379
New England Guild Wealth Advisors
Connecticut
$1.33M – – –
SCM
1380
SOL Capital Management
Maryland
$1.32M +$18.7K +100 +1%
WHG
1381
Westwood Holdings Group
Texas
$1.32M +$36.4K +195 +3%
HCM
1382
Hall Capital Management
Rhode Island
$1.31M +$1.87K +10 +0.1%
MBA
1383
McQueen Ball & Associates
Pennsylvania
$1.31M – – –
CB
1384
Community Bank
New York
$1.31M -$9.34K -50 -0.7%
BWM
1385
BerganKDV Wealth Management
Minnesota
$1.31M +$1.31M +7,003 New
CCG
1386
Cypress Capital Group
Florida
$1.3M +$5.6K +30 +0.4%
CT
1387
CPF Texas
Texas
$1.3M +$1.3M +6,982 New
WPC
1388
Waters Parkerson & Co
Louisiana
$1.3M +$26.7K +143 +2%
GA
1389
Greytown Advisors
Florida
$1.29M – – –
VCA
1390
Verdence Capital Advisors
Maryland
$1.29M -$26.1K -140 -2%
WA
1391
Winfield Associates
Ohio
$1.29M -$15.9K -85 -1%
FTC
1392
Farmers Trust Company
Ohio
$1.28M +$20.2K +108 +2%
GCM
1393
Grisanti Capital Management
New York
$1.28M +$933 +5 +0.1%
FPCG
1394
Fort Pitt Capital Group
Pennsylvania
$1.28M +$8.4K +45 +0.7%
CCM
1395
Catawba Capital Management
Virginia
$1.27M +$9.33K +50 +0.7%
ZIC
1396
ZWJ Investment Counsel
Georgia
$1.27M – – –
KCM
1397
Kornitzer Capital Management
Kansas
$1.27M -$135K -721 -10%
JA
1398
JOYN Advisors
Georgia
$1.27M +$41.6K +223 +3%
HRC
1399
Hoertkorn Richard Charles
$1.26M -$6.53K -35 -0.5%
KA
1400
Klingman & Associates
New York
$1.26M -$38.1K -204 -3%
54 55
56
57 58