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 %
TCM
1726
Tradewinds Capital Management
Washington
$591K -$83.8K -449 -12%
SCP
1727
Syntal Capital Partners
Texas
$591K – – –
SLT
1728
St Louis Trust
Missouri
$588K – – –
CPO
1729
Cerity Partners OCIO
New York
$583K +$10.2K +56 +2%
BONST
1730
Bank of Nova Scotia Trust
Ontario, Canada
$580K +$17.5K +94 +3%
AMG
1731
Advisors Management Group
Wisconsin
$579K +$579K +3,102 New
HC
1732
Hamilton Capital
Ohio
$578K -$56.7K -304 -9%
CCM
1733
Colorado Capital Management
Colorado
$578K -$6.9K -37 -1%
AWM
1734
Aries Wealth Management
Maine
$574K – – –
WIM
1735
Westside Investment Management
California
$573K +$64.8K +345 +13%
MWM
1736
Mascoma Wealth Management
New Hampshire
$572K +$16.8K +90 +3%
DMC
1737
Drexel Morgan & Co
Pennsylvania
$571K – – –
CC
1738
Cedar Capital
Illinois
$571K +$34.4K +184 +6%
PCFFS
1739
Pacific Center for Financial Services
California
$569K – – –
MWPCG
1740
Measured Wealth Private Client Group
New Hampshire
$562K +$562K +3,013 New
CCM
1741
Crossvault Capital Management
Texas
$561K +$14.9K +80 +3%
MA
1742
Marshwinds Advisory
Georgia
$560K – – –
CI Investments Inc
1743
CI Investments Inc
Ontario, Canada
$560K +$560K +3,000 New
FNBOH
1744
First National Bank of Hutchinson
Kansas
$559K +$11.2K +60 +2%
WAM
1745
Winslow Asset Management
Ohio
$558K +$56.2K +301 +11%
PFO
1746
Pathstone Family Office
New Jersey
$556K – – –
PGA
1747
Portland Global Advisors
Maine
$548K -$31.5K -169 -5%
AIM
1748
Advantage Investment Management
Iowa
$544K +$29.5K +158 +6%
IIM
1749
Ironwood Investment Management
Massachusetts
$543K +$5.04K +27 +0.9%
BHBT
1750
Burke & Herbert Bank & Trust
Virginia
$541K +$2.24K +12 +0.4%
68 69
70
71 72