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 %
SFM
701
Signature Financial Management
Virginia
$8.33M -$419K -2,114 -5%
HKIM
702
Hayek Kallen Investment Management
Alabama
$8.29M -$112K -565 -1%
WS
703
Wedbush Securities
California
$8.22M -$59.5K -300 -0.7%
MYAM
704
Meiji Yasuda Asset Management
Japan
$8.22M +$326K +1,645 +4%
PLFAM
705
Pineno Levin & Ford Asset Management
Virginia
$8.17M +$486K +2,450 +6%
CPA
706
Clear Perspective Advisors
Illinois
$8.17M +$51.1K +258 +0.6%
BBA
707
BLB&B Advisors
Pennsylvania
$8.15M -$29.3K -148 -0.4%
PCM
708
Palisade Capital Management
New Jersey
$8.13M -$125K -630 -2%
UR
709
USCA RIA
Texas
$8.1M -$34.7K -175 -0.4%
MIA
710
MainStreet Investment Advisors
Illinois
$8.09M +$8.09M +40,826 New
Connor, Clark & Lunn Investment Management (CC&L)
711
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.09M +$49.6K +250 +0.6%
CPA
712
Court Place Advisors
Maryland
$8.09M +$215K +1,085 +3%
PA
713
Parallel Advisors
California
$8.08M +$207K +1,045 +3%
NRS
714
Neville Rodie & Shaw
New York
$7.95M +$571K +2,882 +8%
TRCT
715
Tower Research Capital (TRC)
New York
$7.94M +$7.94M +40,072 New
FAT
716
First American Trust
California
$7.94M +$141K +710 +2%
MSE
717
MUFG Securities EMEA
United Kingdom
$7.93M +$7.93M +40,000 New
WAM
718
Wealthspire Advisors (Maryland)
Maryland
$7.93M +$263K +1,326 +3%
BOIA
719
Bush ODonnell Investment Advisors
Missouri
$7.86M -$587K -2,960 -7%
MSDF
720
Michael & Susan Dell Foundation
New York
$7.83M – – –
MC
721
Martin & Co
Tennessee
$7.82M +$3.96K +20 +0.1%
OPCM
722
Osborne Partners Capital Management
California
$7.81M +$432K +2,181 +6%
SFS
723
Summit Financial Strategies
Ohio
$7.8M +$7.58M +38,230 +3,371%
SPC
724
Sigma Planning Corp
Michigan
$7.79M +$709K +3,575 +10%
AWM
725
Avior Wealth Management
Nebraska
$7.78M +$670K +3,386 +9%
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