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 %
FPFS
1401
First Personal Financial Services
North Carolina
$1.31M +$1.31M +6,540 New
IWC
1402
Integrated Wealth Concepts
Massachusetts
$1.3M +$166K +850 +15%
PFS
1403
Prospera Financial Services
Texas
$1.3M +$209K +1,049 +19%
DWM
1404
Dynasty Wealth Management
Florida
$1.3M +$412K +2,066 +47%
CRWM
1405
Castle Rock Wealth Management
California
$1.29M +$607K +3,043 +88%
HCM
1406
Harvey Capital Management
Florida
$1.29M – – –
AAM
1407
Aureus Asset Management
Massachusetts
$1.29M -$106K -532 -8%
MWA
1408
MFA Wealth Advisors
Pennsylvania
$1.29M -$22.3K -114 -2%
LA
1409
LexAurum Advisors
Kansas
$1.29M +$4.99K +25 +0.4%
ECM
1410
Estabrook Capital Management
New York
$1.29M – – –
DCM
1411
Donaldson Capital Management
Indiana
$1.28M +$11K +55 +0.9%
AB
1412
Atlas Brown
Kentucky
$1.28M +$130K +650 +11%
ALIONA
1413
Allianz Life Insurance of North America
Minnesota
$1.28M +$273K +1,372 +27%
AMG
1414
Asset Management Group
Connecticut
$1.28M -$15.2K -76 -1%
SIC
1415
SFE Investment Counsel
California
$1.28M +$40.9K +205 +3%
BCM
1416
Becker Capital Management
Oregon
$1.27M +$19.3K +97 +2%
OIA
1417
Optimum Investment Advisors
Illinois
$1.27M -$148K -740 -10%
SCA
1418
Secor Capital Advisors
New York
$1.27M +$1.27M +6,361 New
PHIMC
1419
Private Harbour Investment Management & Counsel
Ohio
$1.27M -$27.9K -140 -2%
LBC
1420
Lowe Brockenbrough & Co
Virginia
$1.26M +$18.6K +93 +1%
FHA
1421
First Horizon Advisors
Tennessee
$1.26M -$47.1K -236 -4%
LBC
1422
Lawrence B. Cohen
$1.26M -$29.9K -150 -2%
VDI
1423
Vaughan David Investments
Illinois
$1.26M -$29.9K -150 -2%
AIM
1424
Avity Investment Management
Connecticut
$1.26M – – –
AAM
1425
Ascension Asset Management
New York
$1.25M -$9.98K -50 -0.8%
55 56
57
58 59