BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,157 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 757 increasing their positions, 812 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+211
Holders Change %
+10.84%
% of All Funds
48.99%
Holding in Top 10
440
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.53%
% of All Funds
9.99%
New
282
Increased
757
Reduced
812
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$539M
2
Deutsche Bank
Deutsche Bank
Germany
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$372M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$331M
5
UBS Group
UBS Group
Switzerland
+$267M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.99B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$991M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
5
Bank of America
Bank of America
North Carolina
-$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
351
New Capital Management
Texas
$32.9M +$14M +70,667 +74%
Luther King Capital Management (LKCM)
352
Luther King Capital Management (LKCM)
Texas
$32.9M +$1.71M +8,612 +5%
TAM
353
Tyers Asset Management
Texas
$32.8M +$2.16M +10,892 +7%
PL
354
Parthenon LLC
Kentucky
$32.8M +$238K +1,203 +0.7%
MSV
355
MN Services Vermogensbeheer
Netherlands
$32.6M -$1.34M -8,100 -4%
CPSAC
356
Chas P. Smith & Associates (CPS)
Florida
$32.6M -$18.8K -95 -0.1%
SOADOR
357
State of Alaska Department of Revenue
Alaska
$32.6M +$31.2M +157,192 +2,211%
AM
358
Account Management
Massachusetts
$32.1M -$171K -864 -0.5%
LP
359
LMR Partners
United Kingdom
$32.1M +$32.1M +161,938 New
AP
360
Archon Partners
New Jersey
$31.8M – – –
OWP
361
Obermeyer Wealth Partners
Colorado
$31.7M +$469K +2,365 +2%
RIG
362
Roosevelt Investment Group
New York
$31.6M -$221K -1,116 -0.7%
WAM
363
World Asset Management
Michigan
$31.5M -$2.57M -12,978 -8%
CB
364
Commerce Bank
Missouri
$31.4M +$142K +718 +0.5%
Mariner
365
Mariner
Kansas
$30.7M +$12.7M +63,838 +70%
RG
366
Rathbones Group
United Kingdom
$30.5M +$161K +810 +0.5%
HK
367
Horizon Kinetics
New York
$30.5M -$572K -2,887 -2%
LHC
368
Levy Harkins & Co
New York
$30.2M -$1.36M -6,880 -4%
CGH
369
Crossmark Global Holdings
Texas
$30.1M +$840K +4,239 +3%
RC
370
Roundview Capital
New Jersey
$30.1M +$561K +2,831 +2%
DCM
371
Dupont Capital Management
Delaware
$30.1M -$3.06M -15,442 -9%
LWCA
372
Locust Wood Capital Advisers
New York
$29.8M -$899K -4,535 -3%
CAG
373
Crestwood Advisors Group
Massachusetts
$29.3M +$22.8K +115 +0.1%
SAM
374
Shell Asset Management
Netherlands
$28.9M +$7.08M +35,721 +32%
BNP Paribas Asset Management
375
BNP Paribas Asset Management
France
$28.5M -$1.17M -5,925 -4%
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