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 %
OAM
1751
Oak Asset Management
California
$540K – – –
HF
1752
HRT Financial
New York
$539K -$3.25M -17,446 -86%
SSA
1753
South Street Advisors
New York
$539K – – –
LCM
1754
Leisure Capital Management
California
$538K -$29.9K -160 -5%
SFP
1755
Shepherd Financial Partners
Massachusetts
$538K -$9.38K -50 -2%
TMAM
1756
Tokio Marine Asset Management
Japan
$533K -$317K -1,695 -37%
BRC
1757
Bell Rock Capital
Delaware
$532K +$69K +370 +15%
KWA
1758
KCS Wealth Advisory
California
$528K +$126K +675 +31%
AIM
1759
Acropolis Investment Management
Missouri
$525K +$36K +193 +7%
CCM
1760
Carlson Capital Management
Minnesota
$524K -$12.7K -68 -2%
FCM
1761
Fairbanks Capital Management
California
$523K +$37.4K +200 +8%
CMP
1762
Courage Miller Partners
Virginia
$522K – – –
CHJWM
1763
Carlton Hofferkamp & Jenks Wealth Management
Texas
$522K – – –
SS
1764
Simplicity Solutions
Minnesota
$521K -$1.33M -7,131 -72%
DDPIC
1765
Deroy & Devereaux Private Investment Counsel
Michigan
$521K – – –
RA
1766
RFG Advisory
Alabama
$520K -$47.6K -255 -8%
GHAM
1767
Gilman Hill Asset Management
Connecticut
$517K -$168K -900 -25%
VCM
1768
Virtue Capital Management
Tennessee
$515K -$244K -1,304 -32%
AWE
1769
Avidian Wealth Enterprises
Texas
$514K +$5.6K +30 +1%
WA
1770
Wheatland Advisors
Pennsylvania
$513K – – –
AFS
1771
Access Financial Services
Minnesota
$512K +$39K +209 +8%
CAW
1772
Cornerstone Advisors (Washington)
Washington
$511K +$12.7K +68 +3%
OA
1773
Oxbow Advisors
Texas
$508K – – –
GLA
1774
Good Life Advisors
Pennsylvania
$508K +$40.3K +215 +9%
FNB
1775
Farmers National Bank
Kentucky
$506K +$169K +908 +50%
69 70
71
72 73