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 %
PAA
2051
Peregrine Asset Advisers
Oregon
$207K – – –
SHGA
2052
Sand Hill Global Advisors
California
$205K -$143K -716 -41%
FDS
2053
First Dallas Securities
Texas
$205K -$200 -1 -0.1%
SSWM
2054
Sheets Smith Wealth Management
North Carolina
$205K +$205K +1,026 New
SAM
2055
Stansberry Asset Management
Texas
$204K -$74.4K -373 -27%
CWA
2056
Cypress Wealth Advisors
California
$203K -$12.1K -61 -6%
BCAM
2057
Boston Common Asset Management
Massachusetts
$202K – – –
DE
2058
Day & Ennis
Georgia
$202K – – –
CG
2059
Corundum Group
Colorado
$201K +$201K +1,006 New
LFA
2060
Landmark Financial Advisors
Kentucky
$200K -$23.9K -120 -11%
SJIM
2061
St. Johns Investment Management
Florida
$196K +$40K +200 +26%
DWA
2062
Divergent Wealth Advisors
Utah
$195K -$96.7K -486 -33%
SIS
2063
Sound Income Strategies
Florida
$194K +$4.79K +24 +3%
IF
2064
Ironwood Financial
Arizona
$191K – – –
ML
2065
McAdam LLC
Pennsylvania
$185K +$185K +929 New
BG
2066
Bollard Group
Massachusetts
$180K +$40K +200 +29%
SGAM
2067
Smith Group Asset Management
Texas
$178K -$2K -10 -1%
SFG
2068
SevenBridge Financial Group
Pennsylvania
$178K – – –
EARNEST Partners
2069
EARNEST Partners
Georgia
$177K – – –
NCM
2070
Nelson Capital Management
California
$166K +$6.58K +33 +4%
AssetMark Inc
2071
AssetMark Inc
California
$165K -$491K -2,463 -75%
PFA
2072
Pathway Financial Advisors
Vermont
$164K – – –
LD
2073
Lipe & Dalton
New York
$160K – – –
PCA
2074
Providence Capital Advisors
North Carolina
$160K – – –
GEA
2075
Glen Eagle Advisors
New Jersey
$159K +$133K +666 +501%
81 82
83
84 85