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 %
SHJ
1626
Sharkey, Howes & Javer
Colorado
$783K – – –
SWA
1627
Sutton Wealth Advisors
Florida
$781K +$69.6K +349 +10%
BCM
1628
Boltwood Capital Management
California
$780K -$256K -1,285 -25%
BWA
1629
Burt Wealth Advisors
Maryland
$780K +$12.8K +64 +2%
WAP
1630
Wealthcare Advisory Partners
Pennsylvania
$779K +$132K +662 +20%
RR
1631
Robotti Robert
$776K -$82.7K -415 -10%
ODG
1632
O'Dell Group
Ohio
$776K – – –
SMC
1633
Smith, Moore & Co
Missouri
$767K -$50.8K -255 -6%
ACM
1634
Armbruster Capital Management
New York
$765K +$199 +1 +0%
AA
1635
Alesco Advisors
New York
$765K +$69.8K +350 +10%
WAOTB
1636
Wealth Advisors of Tampa Bay
Florida
$763K -$49.8K -250 -6%
WA
1637
WealthTrust-Arizona
Arizona
$759K -$92.2K -462 -11%
AAM
1638
Augustine Asset Management
Florida
$758K +$758K +3,800 New
CCP
1639
Cardan Capital Partners
Colorado
$756K +$756K +3,791 New
CNB
1640
Camden National Bank
Maine
$752K -$998 -5 -0.1%
ABTD
1641
Arvest Bank Trust Division
Oklahoma
$749K +$39.9K +200 +6%
LCM
1642
LVM Capital Management
Michigan
$748K +$4.39K +22 +0.6%
CIM
1643
CIM Investment Management
Pennsylvania
$747K +$747K +3,747 New
BWM
1644
Baystate Wealth Management
Massachusetts
$740K +$20K +100 +3%
LOAMS
1645
Lombard Odier Asset Management (Switzerland)
Switzerland
$739K -$191K -959 -21%
CC
1646
Cornerstone Capital
California
$739K +$134K +670 +22%
PO
1647
Private Ocean
California
$738K +$724K +3,634 +5,267%
SICM
1648
Sustainable Insight Capital Management
New York
$738K +$738K +3,700 New
GHA
1649
GW Henssler & Associates
Georgia
$737K -$189K -950 -20%
FSA
1650
Financial Sense Advisors
California
$735K +$73.4K +368 +11%
64 65
66
67 68