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 %
RCC
776
Red Cedar Capital
Nebraska
$6.63M +$6.63M +33,440 New
PFA
777
Paradigm Financial Advisors
Missouri
$6.63M -$190K -960 -3%
SFSG
778
Stearns Financial Services Group
North Carolina
$6.6M -$150K -757 -2%
EML
779
Eos Management LP
New York
$6.59M – – –
TPW
780
Tiller Private Wealth
Pennsylvania
$6.58M +$6.94K +35 +0.1%
SAM
781
Summit Asset Management
Tennessee
$6.53M +$480K +2,420 +8%
BAS
782
Brown Advisory Securities
Maryland
$6.52M -$179K -900 -3%
STA
783
Summit Trail Advisors
New York
$6.45M +$6.45M +30,371 New
AIIMS
784
Analyst IMS Investment Management Services
Israel
$6.44M -$191K -961 -3%
LS
785
Livforsakringsbolaget Skandia
Sweden
$6.4M -$1.27M -6,400 -17%
BJL
786
Brighton Jones LLC
Washington
$6.34M -$137K -692 -2%
WSTAM
787
Wilbanks Smith & Thomas Asset Management
Virginia
$6.32M +$97.7K +493 +2%
AC
788
Addenda Capital
Quebec, Canada
$6.3M -$432K -2,181 -6%
IFLIT
789
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$6.3M – – –
BOTW
790
Bank of the West
California
$6.29M -$223K -1,123 -3%
PWPCM
791
Perella Weinberg Partners Capital Management
New York
$6.28M +$6.28M +31,680 New
FSA
792
Franklin Street Advisors
North Carolina
$6.27M +$340K +1,715 +6%
Cerity Partners
793
Cerity Partners
New York
$6.26M +$317K +1,597 +5%
CCFCSB
794
Cape Cod Five Cents Savings Bank
Massachusetts
$6.26M -$229K -1,154 -4%
GC
795
Grace Capital
Massachusetts
$6.15M +$3.57M +17,995 +138%
MA
796
Montag & Associates
Georgia
$6.15M +$625K +3,154 +11%
EOJOAM
797
E. Ohman J:or Asset Management
Sweden
$6.14M -$416K -2,100 -6%
SLI
798
Sumitomo Life Insurance
Japan
$6.13M -$298K -1,503 -5%
BSPF
799
British Steel Pension Fund
United Kingdom
$6.12M – – –
TFCP
800
Twin Focus Capital Partners
Massachusetts
$6.11M -$250K -1,260 -4%
30 31
32
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