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 %
RWMH
1826
Riverpoint Wealth Management Holdings
Illinois
$448K +$23.9K +128 +6%
MCM
1827
MV Capital Management
Maryland
$447K -$30K -161 -6%
BRA
1828
Biechele Royce Advisors
Indiana
$446K – – –
CAM
1829
Congress Asset Management
Massachusetts
$446K +$2.8K +15 +0.6%
UBV
1830
United Bank (Virginia)
Virginia
$443K – – –
PCM
1831
PenderFund Capital Management
British Columbia, Canada
$441K – – –
WFMPM
1832
Woodley Farra Manion Portfolio Management
Indiana
$441K +$53.2K +285 +14%
MTC
1833
McDaniel Terry & Co
Texas
$438K -$4.67K -25 -1%
DWM
1834
Darwin Wealth Management
Florida
$437K -$467K -2,344 Closed
GC
1835
Gibson Capital
Pennsylvania
$437K -$31.5K -170 -7%
CWM
1836
Capital Wealth Management
Rhode Island
$435K – – –
AEPG
1837
American Economic Planning Group
New Jersey
$434K +$9.34K +50 +2%
SNT
1838
Security National Trust
West Virginia
$433K – – –
SFS
1839
Strategic Financial Services
New York
$432K +$1.87K +10 +0.4%
PCIA
1840
Prime Capital Investment Advisors
Kansas
$431K -$156K -837 -27%
JWM
1841
JGP Wealth Management
Oregon
$431K +$431K +2,311 New
TAM
1842
Trillium Asset Management
Massachusetts
$430K -$24.6K -132 -5%
MC
1843
Matisse Capital
Oregon
$430K – – –
BCA
1844
Benchmark Capital Advisors
New York
$429K – – –
PP
1845
PagnatoKarp Partners
Virginia
$428K +$428K +2,292 New
CTB
1846
Country Trust Bank
Illinois
$427K +$12.5K +67 +3%
GSBTD
1847
Glenview State Bank Trust Department
Illinois
$424K +$135K +726 +47%
PCA
1848
Providence Capital Advisors
North Carolina
$423K +$274K +1,465 +183%
MA
1849
MCF Advisors
Kentucky
$421K +$14.9K +80 +4%
ACM
1850
Advisors Capital Management
New Jersey
$421K +$70.9K +380 +20%
72 73
74
75 76