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 %
TG
2101
TLP Group
Illinois
$99K -$101K -544 -51%
TFA
2102
Transamerica Financial Advisors
Florida
$98K -$1.62M -8,652 -94%
RFM
2103
Royal Fund Management
Florida
$97K +$2.77K +15 +3%
DPA
2104
Delphi Private Advisors
California
$95K – – –
CRM
2105
Cramer Rosenthal McGlynn
Connecticut
$93K – – –
PR
2106
Payden & Rygel
California
$93K – – –
FCT
2107
Family Capital Trust
Massachusetts
$93K – – –
SFM
2108
Signet Financial Management
New Jersey
$88K -$11.6K -62 -12%
FMTCOCP
2109
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K – – –
IDBONY
2110
Israel Discount Bank of New York
New York
$88K – – –
FFC
2111
First Financial Corp
Indiana
$85K – – –
CI
2112
CX Institutional
Indiana
$85K +$85K +453 New
WPW
2113
Winthrop Partners - WNY
New York
$84K – – –
CWM
2114
Cranbrook Wealth Management
Michigan
$80K – – –
BCP
2115
Blackhawk Capital Partners
Wisconsin
$78K -$36.5K -196 -32%
KIG
2116
Kessler Investment Group
Indiana
$78K – – –
NPP
2117
New Potomac Partners
Maryland
$75K – – –
SC
2118
Sawyer & Company
Massachusetts
$75K – – –
MUS
2119
Mitsubishi UFJ Securities
Japan
$71K – – –
CAL
2120
Capital Advisors Ltd
Ohio
$71K – – –
HCM
2121
HMS Capital Management
Tennessee
$68K -$315K -1,680 -82%
PC
2122
Polar Capital
United Kingdom
$65.2K +$4.08K +21,846 +7%
SWMG
2123
Signature Wealth Management Group
Georgia
$65K – – –
PCM
2124
Princeton Capital Management
New Jersey
$65K – – –
KL
2125
KWMG LLC
Kansas
$65K +$65K +347 New
83 84
85
86 87