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 %
HFBOT
1751
Home Federal Bank of Tennessee
Tennessee
$544K -$4.99K -25 -0.9%
AWE
1752
Avidian Wealth Enterprises
Texas
$543K +$243K +1,220 +81%
OA
1753
Oxbow Advisors
Texas
$542K – – –
LCM
1754
Liberty Capital Management
Michigan
$541K – – –
CYG
1755
Clean Yield Group
Vermont
$541K +$130K +650 +32%
BCM
1756
Bayesian Capital Management
New York
$539K +$539K +2,700 New
CP
1757
Cumberland Partners
Ontario, Canada
$538K +$29.9K +150 +6%
WAM
1758
Winslow Asset Management
Ohio
$536K +$257K +1,287 +92%
HHGA
1759
Halbert Hargrove Global Advisors
California
$534K -$2.19K -11 -0.4%
PC
1760
Permit Capital
Pennsylvania
$534K – – –
AHB
1761
Abner Herrman & Brock
New Jersey
$533K -$132K -664 -20%
CAW
1762
Cornerstone Advisors (Washington)
Washington
$533K -$58.8K -295 -10%
GBT
1763
Grove Bank & Trust
Florida
$531K -$12K -60 -2%
HCM
1764
Hutchinson Capital Management
California
$531K +$9.97K +50 +2%
WIA
1765
Wealthstreet Investment Advisors
Texas
$531K +$135K +675 +34%
NED
1766
Nancy E. Dempze
$530K -$9.97K -50 -2%
WMC
1767
Westwood Management Corporation
Illinois
$529K – – –
NCM
1768
Noesis Capital Mangement
Florida
$529K +$39.9K +200 +8%
NCM
1769
Northwest Capital Management
Oregon
$528K +$220K +1,100 +71%
WIM
1770
Westside Investment Management
California
$527K +$28.5K +146 +6%
GCMG
1771
Gyroscope Capital Management Group
Florida
$524K -$158K -793 -23%
WIP
1772
Wellesley Investment Partners
Massachusetts
$523K +$36.1K +181 +7%
AIM
1773
Acropolis Investment Management
Missouri
$522K – – –
AWM
1774
Aevitas Wealth Management
Massachusetts
$522K +$19.9K +100 +4%
CSM
1775
CAMG Solamere Management
North Carolina
$521K +$12K +60 +2%
69 70
71
72 73