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 %
SA
1626
SL Advisors
New Jersey
$763K +$16.8K +90 +2%
1WA
1627
180 Wealth Advisors
Washington
$762K +$284K +1,524 +60%
MCM
1628
Maple Capital Management
Vermont
$761K -$300K -1,608 -28%
TPWA
1629
TRUE Private Wealth Advisors
Oregon
$759K +$85.1K +456 +13%
SCA
1630
Stonebridge Capital Advisors
Minnesota
$758K -$4.67K -25 -0.6%
OC
1631
Oakworth Capital
Alabama
$755K -$46.7K -250 -6%
IWP
1632
Icon Wealth Partners
Texas
$753K – – –
IAM
1633
Iridian Asset Management
Connecticut
$747K – – –
NIC
1634
Northwest Investment Counselors
Oregon
$747K +$187K +1,000 +33%
BWP
1635
BSW Wealth Partners
Colorado
$745K -$13.1K -70 -2%
SIM
1636
SSI Investment Management
California
$740K -$80.1K -428 -10%
WF
1637
WealthTrust Fairport
Ohio
$738K -$29.5K -158 -4%
SHJ
1638
Sharkey, Howes & Javer
Colorado
$733K – – –
CG
1639
Clinton Group
New York
$732K +$732K +3,920 New
SWA
1640
Sutton Wealth Advisors
Florida
$730K – – –
ODG
1641
O'Dell Group
Ohio
$726K – – –
BT
1642
Brandywine Trust
Delaware
$723K -$169K -904 -19%
WAOTB
1643
Wealth Advisors of Tampa Bay
Florida
$720K – – –
ACM
1644
Armbruster Capital Management
New York
$716K -$187 -1 -0%
AA
1645
Alesco Advisors
New York
$716K – – –
TH
1646
Timber Hill
Connecticut
$714K -$2.48M -13,300 -78%
HDIM
1647
Hanson & Doremus Investment Management
Vermont
$714K -$715K -3,833 -50%
KP
1648
Keel Point
Alabama
$713K +$167K +895 +31%
CNB
1649
Camden National Bank
Maine
$711K +$7.47K +40 +1%
WB
1650
Webster Bank
Connecticut
$710K +$85K +455 +14%
64 65
66
67 68