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 %
MLFP
1501
MPS Loria Financial Planners
Illinois
$1.04M – – –
Edgewood Management
1502
Edgewood Management
Connecticut
$1.04M – – –
AOWM
1503
Alpha Omega Wealth Management
Virginia
$1.03M – – –
FI
1504
FormulaFolio Investments
Michigan
$1.03M +$228K +1,145 +28%
MJP
1505
Michael J. Puzo
$1.03M -$19.9K -100 -2%
NQWM
1506
Northwest Quadrant Wealth Management
Oregon
$1.02M – – –
ANTB
1507
AMG National Trust Bank
Colorado
$1.02M – – –
RIG
1508
Renaissance Investment Group
Massachusetts
$1.02M – – –
IP
1509
Investment Partners
Ohio
$1.02M -$39.9K -200 -4%
CCM
1510
Chilton Capital Management
Texas
$1.02M -$155K -775 -13%
PWAP
1511
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.01M – – –
FTCM
1512
First Trust Capital Management
Illinois
$1.01M +$439K +2,200 +77%
HFA
1513
High Falls Advisors
New York
$1.01M -$11K -55 -1%
CCMG
1514
Clark Capital Management Group
Pennsylvania
$1M +$76.2K +382 +8%
BCA
1515
Berman Capital Advisors
Georgia
$1M +$424K +2,124 +74%
SCA
1516
Sage Capital Advisors
South Dakota
$998K – – –
CAI
1517
Capital Advisors Inc
Oklahoma
$997K +$81K +406 +9%
BAM
1518
Brave Asset Management
New Jersey
$996K +$21.3K +107 +2%
LCM
1519
Logan Capital Management
Pennsylvania
$995K -$73K -366 -7%
LWM
1520
Lyell Wealth Management
California
$993K +$26.5K +133 +3%
PFSC
1521
Peoples Financial Services Corp
Pennsylvania
$992K – – –
NFG
1522
Nadler Financial Group
Illinois
$989K +$32.1K +161 +3%
GCM
1523
Graham Capital Management
Connecticut
$984K -$105K -527 -10%
GC
1524
Gilbert & Cook
Iowa
$983K +$210K +1,054 +27%
FBT
1525
First Bankers Trust
Kentucky
$982K +$156K +783 +19%
59 60
61
62 63