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 %
HFA
1801
HC Financial Advisors
California
$486K +$16.4K +82 +3%
WPA
1802
West Paces Advisors
Georgia
$486K – – –
GAG
1803
GM Advisory Group
New York
$485K +$59.9K +300 +14%
CAL
1804
Capital Analysts LLC
Pennsylvania
$484K +$18.4K +92 +4%
HCM
1805
Hodges Capital Management
Texas
$483K – – –
GKWIM
1806
Gerber Kawasaki Wealth & Investment Management
California
$481K -$19.3K -97 -4%
BCM
1807
BTC Capital Management
Iowa
$480K +$151K +756 +46%
BRA
1808
Biechele Royce Advisors
Indiana
$476K – – –
UBV
1809
United Bank (Virginia)
Virginia
$474K -$213K -1,067 -31%
CAM
1810
Congress Asset Management
Massachusetts
$474K +$19.9K +100 +4%
FIM
1811
Fernwood Investment Management
Massachusetts
$473K – – –
MTC
1812
McDaniel Terry & Co
Texas
$473K – – –
TC
1813
Trilogy Capital
California
$473K +$88.3K +443 +23%
CAG
1814
Csenge Advisory Group
Florida
$473K +$187K +938 +65%
VCM
1815
Vigilant Capital Management
Maine
$470K +$68.8K +345 +17%
DWM
1816
Darwin Wealth Management
Florida
$467K -$77.7K -390 -14%
CWM
1817
Capital Wealth Management
Rhode Island
$465K +$199K +1,000 +75%
IOOF
1818
Independent Order of Foresters
Ontario, Canada
$464K – – –
HAM
1819
Highstreet Asset Management
Ontario, Canada
$463K -$398K -1,997 -46%
SNT
1820
Security National Trust
West Virginia
$463K -$7.18K -36 -2%
SMG
1821
Smart Money Group
Texas
$462K +$399 +2 +0.1%
LCM
1822
Laurion Capital Management
New York
$462K +$462K +2,315 New
BMM
1823
Buffington Mohr McNeal
Idaho
$461K -$9.97K -50 -2%
MC
1824
Matisse Capital
Oregon
$460K -$140K -700 -23%
BCA
1825
Benchmark Capital Advisors
New York
$459K – – –
71 72
73
74 75