BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1851
MCF Advisors
Kentucky
$483K – – –
MTC
1852
McDaniel Terry & Co
Texas
$482K -$20.3K -95 -4%
CCC
1853
Chelsea Counsel Company
California
$482K – – –
OAMG
1854
Odey Asset Management Group
United Kingdom
$482K – – –
MMG
1855
Monetary Management Group
Missouri
$482K – – –
SMG
1856
Smart Money Group
Texas
$480K – – –
DWM
1857
Darwin Wealth Management
Florida
$480K +$480K +2,232 New
MGAM
1858
McGowan Group Asset Management
Texas
$479K -$1.93K -9 -0.4%
LFASL
1859
Lugano Financial Advisors SA (LFA)
Switzerland
$479K +$149K +697 +45%
CT
1860
Clearstead Trust
Maine
$474K +$34.7K +162 +8%
MCM
1861
MV Capital Management
Maryland
$473K -$40.3K -188 -8%
MAA
1862
Matrix Asset Advisors
New York
$473K +$1.07K +5 +0.2%
CFD
1863
Creative Financial Designs
Indiana
$470K -$77.2K -360 -14%
LCP
1864
Legacy Capital Partners
Wisconsin
$470K +$18.2K +85 +4%
MC
1865
Miles Capital
Iowa
$469K -$418K -1,950 -47%
DRD
1866
Dennis R. Delaney
$469K -$53.5K -250 -10%
LWA
1867
Lenox Wealth Advisors
New York
$466K +$69.6K +325 +18%
WCAMG
1868
Woodard & Company Asset Management Group
North Carolina
$455K – – –
RCM
1869
Radnor Capital Management
Pennsylvania
$454K +$12K +56 +3%
EB
1870
Eastern Bank
Massachusetts
$453K – – –
SEIA
1871
Signature Estate & Investment Advisors
California
$452K +$302K +1,410 +201%
CTA
1872
Colonial Trust Advisors
South Carolina
$451K -$300K -1,402 -40%
IIM
1873
Ironwood Investment Management
Massachusetts
$450K -$173K -807 -28%
QPWM
1874
Quadrant Private Wealth Management
Pennsylvania
$450K +$35.8K +167 +9%
HFM
1875
Harvest Fund Management
China
$450K +$450K +2,103 New
73 74
75
76 77