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 %
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$12.3M +$49.8K +251 +0.4%
AIP
577
Ameritas Investment Partners
Nebraska
$12.3M -$850K -4,672 -6%
PGIM
578
Pacific Global Investment Management
California
$12.2M +$914K +4,611 +8%
SFA
579
Sequoia Financial Advisors
Ohio
$12.1M -$47K -237 -0.4%
BAM
580
Burgundy Asset Management
Ontario, Canada
$12.1M -$111K -560 -0.9%
SIM
581
Sterling Investment Management
Arizona
$12M +$213K +1,073 +2%
MIAN
582
Mariner Independent Advisor Network
Kansas
$11.9M +$7.79M +39,281 +187%
GL
583
GLG LLC
New York
$11.9M – – –
SNB
584
Security National Bank
Nebraska
$11.9M -$103K -519 -0.9%
WTC
585
WhitTier Trust Company
Nevada
$11.9M +$186K +938 +2%
PA
586
Profund Advisors
Maryland
$11.8M +$2.76M +13,920 +31%
CA
587
Callahan Advisors
Texas
$11.8M -$2.18K -11 -0%
OCA
588
Otter Creek Advisors
Florida
$11.8M -$1.55M -7,831 -12%
KAM
589
Knightsbridge Asset Management
California
$11.7M +$2.79M +14,086 +31%
IGGA
590
Iron Gate Global Advisors
Utah
$11.7M -$45.4K -229 -0.4%
AC
591
Avenir Corporation
Virginia
$11.5M -$159K -800 -1%
CCA
592
Cobblestone Capital Advisors
New York
$11.5M +$267K +1,345 +2%
SBL
593
Sargent Bickham Lagudis
Colorado
$11.4M -$57.9K -292 -0.5%
VCM
594
Violich Capital Management
California
$11.3M -$14.9K -75 -0.1%
KLI
595
Kelman-Lazarov Inc
Tennessee
$11.3M -$123K -622 -1%
MIM
596
Martin Investment Management
Florida
$11.3M – – –
FSCM
597
Front Street Capital Management
Montana
$11.2M -$160K -805 -1%
CRA
598
Circle Road Advisors
New York
$11.2M +$11.2M +56,533 New
EP
599
Elkhorn Partners
Nebraska
$11.1M – – –
AFG
600
Albion Financial Group
Utah
$11.1M -$225K -1,137 -2%
22 23
24
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