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 %
HIC
601
Hartline Investment Corp
Illinois
$11.1M +$101K +508 +0.9%
BFG
602
Beacon Financial Group
Texas
$11.1M +$20.4K +103 +0.2%
PTB
603
Pioneer Trust Bank
Oregon
$11M -$44.6K -225 -0.4%
DSAM
604
Dock Street Asset Management
Florida
$10.9M +$81.1K +409 +0.7%
NI
605
Numeric Investors
Massachusetts
$10.9M +$3.54M +17,850 +48%
LIA
606
LS Investment Advisors
Michigan
$10.9M -$184K -929 -2%
STB
607
S&T Bank
Pennsylvania
$10.8M -$22.2K -112 -0.2%
IRF
608
IBM Retirement Fund
New York
$10.8M +$495K +2,287 +5%
VFA
609
Valeo Financial Advisors
Indiana
$10.6M +$1.72M +8,676 +19%
CIA
610
Choate Investment Advisors
Massachusetts
$10.6M -$127K -643 -1%
DP
611
DDD Partners
Washington
$10.6M +$10.6M +53,583 New
CWM
612
Cabot Wealth Management
Massachusetts
$10.5M -$199K -1,003 -2%
SHWM
613
Smith & Howard Wealth Management
Georgia
$10.4M -$27.9K -141 -0.3%
CAM
614
Capco Asset Management
Florida
$10.3M -$119K -600 -1%
SF
615
Synovus Financial
Georgia
$10.3M +$2.08M +10,457 +25%
CIA
616
CCM Investment Advisers
South Carolina
$10.3M -$432K -2,177 -4%
SBWIC
617
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.3M +$94.7K +478 +0.9%
LGC
618
Laurel Grove Capital
California
$10.3M -$240K -1,210 -2%
FNBT
619
FineMark National Bank & Trust
Florida
$10.3M +$1.46M +7,382 +17%
NAMP
620
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.2M – – –
KRSITF
621
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.1M +$174K +879 +2%
LNC
622
Lincoln National Corp
Pennsylvania
$10.1M +$5.19M +26,159 +105%
WA
623
WP Advisors
California
$10.1M +$102K +516 +1%
MCMT
624
Moon Capital Management (Tennessee)
Tennessee
$10.1M +$1.72M +8,700 +21%
PCM
625
Poehling Capital Management
Wisconsin
$9.98M +$9.98M +50,324 New
23 24
25
26 27