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 %
Verition Fund Management
1651
Verition Fund Management
Connecticut
$708K +$708K +3,795 New
AF
1652
Affiance Financial
Minnesota
$706K +$156K +836 +28%
OLA
1653
Oliver Luxxe Assets
New Jersey
$703K – – –
WA
1654
WealthTrust-Arizona
Arizona
$702K -$8.02K -43 -1%
CAL
1655
Capital Analysts LLC
Pennsylvania
$702K +$249K +1,334 +55%
ABTD
1656
Arvest Bank Trust Division
Oklahoma
$700K – – –
PNAA
1657
Pictet North America Advisors
Switzerland
$700K +$700K +3,750 New
CC
1658
Cornerstone Capital
California
$693K – – –
PP
1659
Paloma Partners
Connecticut
$691K -$1.49M -7,982 -68%
BWM
1660
Baystate Wealth Management
Massachusetts
$691K -$13.5K -71 -2%
LOAMS
1661
Lombard Odier Asset Management (Switzerland)
Switzerland
$691K – – –
BCM
1662
Bayesian Capital Management
New York
$691K +$187K +1,004 +37%
BCM
1663
Boltwood Capital Management
California
$690K -$40.1K -215 -5%
BRF
1664
B. Riley Financial
California
$689K +$37.5K +200 +6%
FSA
1665
Financial Sense Advisors
California
$687K – – –
PPSG
1666
Princeton Portfolio Strategies Group
New Jersey
$686K +$93.4K +500 +16%
LPIC
1667
LeJeune Puetz Investment Counsel
Michigan
$684K -$56K -300 -8%
GHA
1668
GW Henssler & Associates
Georgia
$684K -$5.6K -30 -0.8%
WP
1669
WealthShield Partners
North Carolina
$681K -$94.3K -505 -12%
BC
1670
Banced Corp
Illinois
$680K -$2.8K -15 -0.4%
CIM
1671
CIM Investment Management
Pennsylvania
$679K -$20.7K -111 -3%
FIA
1672
Foundations Investment Advisors
Arizona
$678K +$678K +3,631 New
PO
1673
Private Ocean
California
$677K -$14.4K -77 -2%
VCWA
1674
Vanguard Capital Wealth Advisors
Colorado
$677K -$187 -1 -0%
LCM
1675
LVM Capital Management
Michigan
$676K -$24.3K -130 -3%
65 66
67
68 69