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 %
OAMG
1851
Odey Asset Management Group
United Kingdom
$420K – – –
CCC
1852
Chelsea Counsel Company
California
$420K – – –
MMG
1853
Monetary Management Group
Missouri
$420K – – –
MGAM
1854
McGowan Group Asset Management
Texas
$419K +$560 +3 +0.1%
SMG
1855
Smart Money Group
Texas
$418K -$14.4K -77 -3%
BMC
1856
Beaton Management Company
Massachusetts
$417K +$70.1K +375 +20%
OPA
1857
Old Port Advisors
Maine
$417K +$417K +2,232 New
MCM
1858
Mainstay Capital Management
Michigan
$416K +$56K +300 +16%
SIS
1859
Sound Income Strategies
Florida
$416K +$235K +1,256 +129%
RHBC
1860
R.H. Bluestein & Co
Michigan
$415K -$149K -800 -26%
CWM
1861
Cedar Wealth Management
California
$415K +$2.8K +15 +0.7%
MAA
1862
Matrix Asset Advisors
New York
$412K +$3.18K +17 +0.8%
RR
1863
Robotti Robert
$405K -$322K -1,725 -44%
PIA
1864
Pinion Investment Advisors
Kansas
$404K +$28K +150 +7%
BHB
1865
Bank Hapoalim BM
Israel
$401K -$5.05K -27 -1%
DLHL
1866
Donald L. Hagan LLC
Florida
$399K – – –
FRM
1867
Fox Run Management
Connecticut
$399K +$399K +2,140 New
1IA
1868
1834 Investment Advisors
Wisconsin
$398K -$5.42K -29 -1%
WCAMG
1869
Woodard & Company Asset Management Group
North Carolina
$397K -$18.7K -100 -4%
NIT
1870
NumerixS Investment Technologies
British Columbia, Canada
$396K -$2.09M -11,182 -84%
PWPS
1871
Pinnacle Wealth Planning Services
Ohio
$395K -$12.5K -67 -3%
EB
1872
Eastern Bank
Massachusetts
$395K – – –
SFG
1873
StrategIQ Financial Group
Indiana
$395K +$27.2K +146 +7%
BP
1874
Broadleaf Partners
Ohio
$394K – – –
LCP
1875
Legacy Capital Partners
Wisconsin
$393K -$11.6K -62 -3%
73 74
75
76 77