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 %
Cetera Investment Advisers
1476
Cetera Investment Advisers
Illinois
$1.07M +$48.7K +261 +5%
HCIA
1477
Hochman Cole Investment Advisors
Illinois
$1.07M -$33.6K -180 -3%
CAC
1478
Certified Advisory Corp
Florida
$1.07M +$48.5K +260 +5%
KF
1479
Krilogy Financial
Missouri
$1.07M +$50.6K +271 +5%
HPWM
1480
Highland Private Wealth Management
Washington
$1.07M +$1.07M +5,717 New
SFG
1481
Summit Financial Group
West Virginia
$1.07M – – –
SXL
1482
Summit X LLC
Missouri
$1.07M +$23.8K +127 +2%
ITIM
1483
Indiana Trust & Investment Management
Indiana
$1.06M +$59.7K +320 +6%
PFSC
1484
Peoples Financial Services Corp
Pennsylvania
$1.06M +$131K +700 +14%
MWM
1485
Modera Wealth Management
New Jersey
$1.06M -$51K -273 -5%
OCM
1486
Osterweis Capital Management
California
$1.06M – – –
BP
1487
BBR Partners
New York
$1.06M +$587K +3,145 +125%
PCM
1488
Peak Capital Management
Colorado
$1.06M +$1.06M +5,650 New
SCM
1489
Sterneck Capital Management
Missouri
$1.05M -$382K -2,046 -27%
BCM
1490
BlueCrest Capital Management
Jersey
$1.05M +$1.05M +5,619 New
GCC
1491
Game Creek Capital
Massachusetts
$1.04M -$1.64M -8,804 -61%
SPC
1492
Stewart & Patten Company
California
$1.04M -$9.33K -50 -0.9%
WCM
1493
Whitener Capital Management
North Carolina
$1.04M – – –
BI
1494
Bramshill Investments
Florida
$1.04M +$1.04M +5,580 New
CAN
1495
Claraphi Advisory Network
United States
$1.04M -$31.4K -168 -3%
LPT
1496
Legacy Private Trust
Wisconsin
$1.03M – – –
SCM
1497
Schnieders Capital Management
California
$1.03M – – –
KA
1498
KLCM Advisors
Wisconsin
$1.02M +$1.31K +7 +0.1%
IP
1499
Investment Partners
Ohio
$1.02M +$65.4K +350 +7%
CAM
1500
Crestone Asset Management
Colorado
$1.01M -$576K -3,085 -36%
58 59
60
61 62