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 %
FM
1826
Forward Management
California
$459K – – –
SFS
1827
Strategic Financial Services
New York
$459K +$119K +596 +35%
TA
1828
Trellis Advisors
Washington
$458K +$15K +75 +3%
LFS
1829
Lutz Financial Services
Nebraska
$457K -$3.77M -18,888 -89%
AEPG
1830
American Economic Planning Group
New Jersey
$454K -$57.7K -289 -11%
RWMH
1831
Riverpoint Wealth Management Holdings
Illinois
$454K +$68.7K +344 +18%
VFP
1832
Verus Financial Partners
Virginia
$453K -$7.19K -36 -2%
CGA
1833
Crescent Grove Advisors
Illinois
$452K +$190K +953 +73%
DP
1834
Denver PWM
Colorado
$451K – – –
SAM
1835
Sequent Asset Management
Texas
$450K +$45.1K +270 +11%
CC
1836
Colrain Capital
Massachusetts
$449K – – –
CCC
1837
Chelsea Counsel Company
California
$449K – – –
OAMG
1838
Odey Asset Management Group
United Kingdom
$449K – – –
MMG
1839
Monetary Management Group
Missouri
$449K – – –
MGAM
1840
McGowan Group Asset Management
Texas
$447K – – –
WCAMG
1841
Woodard & Company Asset Management Group
North Carolina
$444K – – –
WAAG
1842
Wealth Alliance Advisory Group
Kansas
$444K +$141K +705 +46%
CTB
1843
Country Trust Bank
Illinois
$443K +$14.5K +73 +3%
CWM
1844
Cedar Wealth Management
California
$441K -$14.2K -71 -3%
DTL
1845
Dynamic Technology Lab
Singapore
$439K +$439K +2,200 New
MAA
1846
Matrix Asset Advisors
New York
$436K +$1.59K +8 +0.4%
MA
1847
MCF Advisors
Kentucky
$434K +$23.1K +116 +6%
PWPS
1848
Pinnacle Wealth Planning Services
Ohio
$434K +$182K +916 +72%
LCP
1849
Legacy Capital Partners
Wisconsin
$433K – – –
BHB
1850
Bank Hapoalim BM
Israel
$433K +$26.1K +131 +6%
72 73
74
75 76