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 %
SIC
1901
Shoker Investment Counsel
Ohio
$374K – – –
ACM
1902
Advisors Capital Management
New Jersey
$374K +$120K +600 +47%
BMC
1903
Beaton Management Company
Massachusetts
$370K – – –
KA
1904
Kaizen Advisory
Illinois
$369K – – –
SPWA
1905
SteelBridge Private Wealth Advisors
Florida
$368K -$18K -90 -5%
KLWA
1906
Kelly Lawrence W & Associates
California
$368K -$7.97K -40 -2%
AIM
1907
Arcadia Investment Management
Michigan
$368K – – –
AIA
1908
Allied Investment Advisors
Montana
$368K +$10.4K +52 +3%
ODCM
1909
Old Dominion Capital Management
Virginia
$367K – – –
ACM
1910
AUA Capital Management
Pennsylvania
$364K +$997 +5 +0.3%
FNB
1911
Farmers National Bank
Kentucky
$360K -$16K -80 -4%
PAM
1912
Palisade Asset Management
Minnesota
$360K – – –
HCM
1913
Hengehold Capital Management
Ohio
$359K -$6.19K -31 -2%
MFT
1914
Moisand Fitzgerald Tamayo
Florida
$356K +$256K +1,284 +257%
RSS
1915
Rosenblum Silverman Sutton
California
$355K – – –
NG
1916
NatWest Group
United Kingdom
$354K – – –
CCA
1917
Conservest Capital Advisors
Pennsylvania
$354K – – –
CCP
1918
Clarkston Capital Partners
Michigan
$352K +$47.1K +236 +15%
BA
1919
BKS Advisors
Michigan
$351K – – –
HI
1920
Horizon Investments
North Carolina
$350K -$1.67M -8,396 -83%
PCM
1921
PenderFund Capital Management
British Columbia, Canada
$350K +$350K +1,750 New
FM
1922
Foster & Motley
Ohio
$349K -$38.9K -195 -10%
BCI
1923
Brinker Capital Investments
Pennsylvania
$347K – – –
CCM
1924
CWH Capital Management
Washington
$346K – – –
PEA
1925
Pacific Edge Advisors
California
$346K +$346K +1,735 New
75 76
77
78 79