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 %
MWM
1726
Mascoma Wealth Management
New Hampshire
$593K – – –
CAM
1727
CGOV Asset Management
Ontario, Canada
$588K -$59.8K -300 -9%
AF
1728
Affiance Financial
Minnesota
$588K – – –
State Farm Mutual Automobile Insurance
1729
State Farm Mutual Automobile Insurance
Illinois
$587K -$204K -1,024 -26%
FNBOH
1730
First National Bank of Hutchinson
Kansas
$585K +$28.5K +143 +5%
KP
1731
Keel Point
Alabama
$583K -$165K -830 -22%
CCM
1732
Crossvault Capital Management
Texas
$583K +$14.9K +75 +3%
SFP
1733
Shepherd Financial Partners
Massachusetts
$582K +$99.8K +500 +21%
MIH
1734
Meitav Investment House
Israel
$581K +$581K +2,909 New
PWSG
1735
Pacific Wealth Strategies Group
California
$578K -$86.2K -432 -13%
OAM
1736
Oak Asset Management
California
$577K -$9.58K -48 -2%
FC
1737
Financial Consulate
Maryland
$576K +$1.99K +10 +0.3%
BHBT
1738
Burke & Herbert Bank & Trust
Virginia
$575K -$53.1K -266 -8%
IIM
1739
Ironwood Investment Management
Massachusetts
$575K +$6.19K +31 +1%
CCM
1740
Carlson Capital Management
Minnesota
$574K -$64.6K -324 -10%
AWM
1741
Aries Wealth Management
Maine
$574K – – –
CC
1742
Cedar Capital
Illinois
$573K -$13.4K -67 -2%
PHK
1743
Point72 Hong Kong
Hong Kong
$566K +$566K +2,835 New
VIA
1744
Vantage Investment Advisors
Pennsylvania
$558K -$5.79K -29 -1%
CMP
1745
Courage Miller Partners
Virginia
$558K – – –
DDPIC
1746
Deroy & Devereaux Private Investment Counsel
Michigan
$557K +$277K +1,390 +99%
CHJWM
1747
Carlton Hofferkamp & Jenks Wealth Management
Texas
$551K -$19.6K -100 -3%
AIM
1748
Advantage Investment Management
Iowa
$550K +$68.4K +343 +14%
WA
1749
Wheatland Advisors
Pennsylvania
$549K – – –
GWM
1750
Greenwich Wealth Management
Connecticut
$546K -$57.2K -287 -9%
68 69
70
71 72