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 %
SFG
2076
SevenBridge Financial Group
Pennsylvania
$166K – – –
EARNEST Partners
2077
EARNEST Partners
Georgia
$166K – – –
NCM
2078
Nelson Capital Management
California
$165K +$9.34K +50 +6%
RWG
2079
Regal Wealth Group
California
$157K -$109K -586 -41%
AssetMark Inc
2080
AssetMark Inc
California
$157K +$2.61K +14 +2%
SGAM
2081
Smith Group Asset Management
Texas
$150K -$16.8K -90 -10%
LD
2082
Lipe & Dalton
New York
$149K – – –
WAM
2083
Watermark Asset Management
California
$147K – – –
CB
2084
CNB Bank
Pennsylvania
$147K – – –
BCM
2085
Brasada Capital Management
Texas
$132K +$75.8K +405 +135%
SEIA
2086
Signature Estate & Investment Advisors
California
$131K – – –
AP
2087
Advisors Preferred
Maryland
$130K +$130K +694 New
TDC
2088
Thompson Davis & Co
Virginia
$128K +$17.1K +92 +15%
CIA
2089
Cascade Investment Advisors
Oregon
$127K -$72.8K -390 -36%
PRS
2090
Pinkerton Retirement Specialists
Idaho
$125K +$8.96K +48 +8%
IBOK
2091
Independence Bank of Kentucky
Kentucky
$124K – – –
FWC
2092
First Washington Corp
Washington
$121K – – –
MIM
2093
Macroview Investment Management
Maryland
$121K – – –
WWM
2094
Wagner Wealth Management
South Carolina
$118K +$931 +5 +0.8%
GCM
2095
Gables Capital Management
Florida
$117K +$4.68K +25 +4%
BCP
2096
Blue Chip Partners
Michigan
$115K – – –
JWM
2097
Janiczek Wealth Management
Colorado
$113K +$113K +604 New
MWM
2098
MinichMacGregor Wealth Management
New York
$112K – – –
LFG
2099
LifePlan Financial Group
Ohio
$110K – – –
NSB
2100
Norway Savings Bank
Maine
$102K -$18.1K -97 -15%
82 83
84
85 86