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 %
EGA
676
Eagle Global Advisors
Texas
$8.88M -$97.7K -493 -1%
B
677
Brightworth
Georgia
$8.84M -$327K -1,649 -4%
TW
678
Transform Wealth
Colorado
$8.79M +$4.41M +22,255 +101%
SWP
679
Stratos Wealth Partners
Ohio
$8.75M +$411K +2,072 +5%
FIB
680
First Interstate Bank
Montana
$8.72M -$26.2K -132 -0.3%
SWM
681
SVA Wealth Management
Wisconsin
$8.7M -$16.5K -83 -0.2%
CHAM
682
Clear Harbor Asset Management
Connecticut
$8.68M -$16.1K -81 -0.2%
WRM
683
Weybosset Research & Management
Rhode Island
$8.62M -$142K -716 -2%
JWBC
684
J.W. Burns & Co
New York
$8.62M -$66.4K -335 -0.8%
TC
685
Trust Company
Kansas
$8.61M -$450K -2,269 -5%
IPGDR
686
Investidor Profissional Gestao de Recursos
Brazil
$8.61M +$8.61M +43,427 New
MCA
687
Mercer Capital Advisers
New Jersey
$8.59M -$242K -1,222 -3%
QOP
688
Quinn Opportunity Partners
Virginia
$8.56M -$595K -3,000 -6%
MC
689
Middleton & Co
Massachusetts
$8.54M +$111K +560 +1%
TCCM
690
Timber Creek Capital Management
Massachusetts
$8.54M +$82.1K +414 +1%
WHRC
691
W.H. Reaves & Co
New Jersey
$8.53M -$7.53K -38 -0.1%
GC
692
Gratus Capital
Georgia
$8.51M +$1.26M +6,350 +17%
YL
693
YCG LLC
Texas
$8.5M -$401K -1,526 -5%
PWM
694
Patriot Wealth Management
Texas
$8.48M +$137K +690 +2%
AAC
695
Asset Advisors Corp
Georgia
$8.47M – – –
RFS
696
Rockefeller Financial Services
New York
$8.42M +$2.99M +15,107 +55%
HCM
697
Hutner Capital Management
Vermont
$8.42M +$288K +1,454 +4%
WDL
698
Well Done LLC
Michigan
$8.4M -$2.27M -11,435 -21%
SW
699
SVB Wealth
Massachusetts
$8.37M +$116K +587 +1%
Fayez Sarofim & Co
700
Fayez Sarofim & Co
Texas
$8.36M -$2.57M -12,966 -24%
26 27
28
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