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 %
LBC
1401
Lowe Brockenbrough & Co
Virginia
$1.26M +$76.5K +410 +6%
NERM
1402
New England Research & Management
Illinois
$1.26M +$233K +1,250 +23%
DBRC
1403
D.B. Root & Company
Pennsylvania
$1.25M – – –
HI
1404
Hudock Inc
Pennsylvania
$1.24M – – –
AAM
1405
Ascension Asset Management
New York
$1.24M +$70K +375 +6%
IWC
1406
Integrated Wealth Concepts
Massachusetts
$1.24M -$13.3K -71 -1%
VDI
1407
Vaughan David Investments
Illinois
$1.23M +$52.8K +283 +4%
CBA
1408
Coastal Bridge Advisors
Connecticut
$1.23M +$90.7K +486 +8%
TCM
1409
Tufton Capital Management
Maryland
$1.23M -$50K -268 -4%
NA
1410
Nottingham Advisors
New York
$1.22M – – –
PS
1411
Portfolio Solutions
Michigan
$1.22M – – –
HCM
1412
Harvey Capital Management
Florida
$1.21M – – –
DPIM
1413
Duff & Phelps Investment Management
Illinois
$1.21M -$82.1K -440 -6%
SMC
1414
Smith, Moore & Co
Missouri
$1.21M +$488K +2,614 +68%
AB
1415
Atlas Brown
Kentucky
$1.2M -$14.4K -76 -1%
ECM
1416
Estabrook Capital Management
New York
$1.2M – – –
DCM
1417
Donaldson Capital Management
Indiana
$1.2M -$2.61K -14 -0.2%
BIAS
1418
Beacon Investment Advisory Services
New Jersey
$1.2M -$223K -1,194 -16%
PHIMC
1419
Private Harbour Investment Management & Counsel
Ohio
$1.2M +$9.33K +50 +0.8%
CNBT
1420
Canandaigua National Bank & Trust
New York
$1.2M +$89.4K +479 +8%
AFP
1421
Ausdal Financial Partners
Iowa
$1.19M +$159K +850 +15%
WWM
1422
Windsor Wealth Management
Indiana
$1.19M -$149K -800 -11%
RPC
1423
Rossmore Private Capital
Connecticut
$1.18M +$133K +715 +13%
FTI
1424
Fiduciary Trust International
Massachusetts
$1.18M -$56K -300 -5%
ST
1425
Sabal Trust
Florida
$1.18M +$37.3K +200 +3%
55 56
57
58 59