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 %
GAM
1576
Gould Asset Management
California
$856K -$18.7K -100 -2%
CCMG
1577
Clark Capital Management Group
Pennsylvania
$852K -$85.4K -458 -9%
AP
1578
Atwood & Palmer
Missouri
$848K – – –
MF
1579
Magnetar Financial
Illinois
$848K +$848K +4,543 New
GI
1580
Gradient Investments
Minnesota
$844K – – –
ACP
1581
Arcus Capital Partners
Georgia
$840K -$11K -59 -1%
CIAS
1582
Capital Investment Advisory Services
North Carolina
$829K +$5.41K +29 +0.7%
MCM
1583
Maryland Capital Management
Maryland
$829K +$14.4K +77 +2%
CB
1584
Cadence Bank
Mississippi
$827K -$280K -1,500 -25%
SGI
1585
Summit Global Investments
Utah
$825K -$3.99M -21,375 -83%
MSA
1586
Marino Stram & Associates
Massachusetts
$823K +$18.1K +97 +2%
ACS
1587
Archford Capital Strategies
Illinois
$823K +$823K +4,408 New
SMI
1588
Shelter Mutual Insurance
Missouri
$822K -$93.3K -500 -10%
CCP
1589
Cardan Capital Partners
Colorado
$821K +$114K +610 +16%
BI
1590
Ballast Inc
Kentucky
$820K +$3.74K +20 +0.5%
CHA
1591
Cedar Hill Associates
Illinois
$820K +$17.5K +94 +2%
HAIM
1592
Hunter Associates Investment Management
Pennsylvania
$819K -$18.7K -100 -2%
TCM
1593
Tradition Capital Management
New Jersey
$817K +$163K +875 +25%
AUB
1594
Atlantic Union Bankshares
Virginia
$813K -$28.9K -155 -3%
NI
1595
NFC Investments
Tennessee
$812K -$7.47K -40 -0.9%
CIP
1596
Convergence Investment Partners
Florida
$812K +$8.03K +43 +1%
AWM
1597
AllSquare Wealth Management
New York
$811K – – –
MBT
1598
Monroe Bank & Trust
Michigan
$810K -$2.61K -14 -0.3%
SWM
1599
SeaCrest Wealth Management
New York
$803K -$9.34K -50 -1%
BIA
1600
Biondo Investment Advisors
Pennsylvania
$803K – – –
62 63
64
65 66