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 %
CB
2076
CNB Bank
Pennsylvania
$158K – – –
WAM
2077
Watermark Asset Management
California
$157K +$49.7K +250 +46%
C
2078
Cerebellum
California
$144K -$162K -814 -53%
SEIA
2079
Signature Estate & Investment Advisors
California
$140K – – –
SMFG
2080
Sumitomo Mitsui Financial Group
Japan
$140K +$140K +700 New
IBOK
2081
Independence Bank of Kentucky
Kentucky
$133K – – –
FWC
2082
First Washington Corp
Washington
$130K – – –
MIM
2083
Macroview Investment Management
Maryland
$130K +$130K +650 New
NSB
2084
Norway Savings Bank
Maine
$129K -$7K -35 -5%
WWM
2085
Wagner Wealth Management
South Carolina
$125K +$3.78K +19 +3%
PRS
2086
Pinkerton Retirement Specialists
Idaho
$124K -$5.98K -30 -5%
BCP
2087
Blue Chip Partners
Michigan
$123K – – –
BCP
2088
Blackhawk Capital Partners
Wisconsin
$123K +$33K +165 +37%
GCM
2089
Gables Capital Management
Florida
$120K +$120K +600 New
OBWP
2090
O'Brien Wealth Partners
Massachusetts
$120K +$120K +600 New
TDC
2091
Thompson Davis & Co
Virginia
$119K -$356K -1,778 -75%
MWM
2092
MinichMacGregor Wealth Management
New York
$119K -$4.37K -22 -4%
LFG
2093
LifePlan Financial Group
Ohio
$118K +$118K +592 New
FRA
2094
Front Row Advisors
California
$107K +$12K +60 +13%
SFM
2095
Signet Financial Management
New Jersey
$106K +$106K +533 New
HFP
2096
Holistic Financial Partners
Indiana
$103K +$1.79K +9 +2%
RFM
2097
Royal Fund Management
Florida
$101K -$9.11K -46 -8%
DPA
2098
Delphi Private Advisors
California
$101K – – –
CRM
2099
Cramer Rosenthal McGlynn
Connecticut
$100K – – –
FCT
2100
Family Capital Trust
Massachusetts
$100K – – –
82 83
84
85 86