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 %
Qube Research & Technologies (QRT)
1901
Qube Research & Technologies (QRT)
United Kingdom
$366K -$2.59M -13,867 -88%
IOOF
1902
Independent Order of Foresters
Ontario, Canada
$363K -$71K -380 -16%
AIA
1903
Allied Investment Advisors
Montana
$363K +$18.7K +100 +5%
CBN
1904
Cadence Bank NA
Texas
$362K -$16.4K -88 -4%
OWA
1905
One Wealth Advisors
California
$361K – – –
QPWM
1906
Quadrant Private Wealth Management
Pennsylvania
$361K +$361K +1,934 New
HCA
1907
Harbour Capital Advisors
Virginia
$360K -$1.88K -10 -0.5%
RAM
1908
Riggs Asset Management
Pennsylvania
$359K – – –
BC
1909
Barnett & Company
Tennessee
$357K – – –
DLCIG
1910
D.L. Carlson Investment Group
New Hampshire
$356K -$7.1K -38 -2%
FBT
1911
First Bank & Trust
South Dakota
$356K -$4.47K -24 -1%
QAM
1912
Quantres Asset Management
Cayman Islands
$355K -$112K -600 -24%
BA
1913
Ballew Advisors
Mississippi
$351K – – –
CFC
1914
Coyle Financial Counsel
Illinois
$350K +$317K +1,698 +954%
CAG
1915
Csenge Advisory Group
Florida
$349K -$96.6K -514 -22%
SIC
1916
Shoker Investment Counsel
Ohio
$349K – – –
LWA
1917
Lenox Wealth Advisors
New York
$345K -$53.1K -285 -13%
NCM
1918
Northwest Capital Management
Oregon
$344K -$149K -800 -30%
KLWA
1919
Kelly Lawrence W & Associates
California
$344K – – –
ODCM
1920
Old Dominion Capital Management
Virginia
$343K – – –
ACM
1921
AUA Capital Management
Pennsylvania
$341K – – –
NIM
1922
NuWave Investment Management
New Jersey
$339K +$279K +1,496 +465%
APG
1923
Abacus Planning Group
South Carolina
$338K +$49.3K +265 +17%
PAM
1924
Palisade Asset Management
Minnesota
$337K – – –
TC
1925
Toews Corporation
New Jersey
$336K -$672K -3,600 -67%
75 76
77
78 79