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 %
MRI
826
Mad River Investors
Massachusetts
$5.65M -$268K -1,350 -5%
CIM
827
Corda Investment Management
Texas
$5.65M -$210K -1,060 -4%
CAM
828
Cypress Asset Management
Texas
$5.64M -$341K -1,720 -6%
AWM
829
Arbor Wealth Management
Florida
$5.64M -$79.1K -399 -1%
SHCM
830
Stokes & Hubbell Capital Management
Louisiana
$5.62M -$64.4K -325 -1%
LFS
831
Legacy Financial Strategies
Kansas
$5.58M +$5.58M +28,138 New
DIA
832
Dean Investment Associates
Ohio
$5.53M -$56.7K -286 -1%
PCM
833
Pointe Capital Management
Michigan
$5.49M -$353K -1,783 -6%
SIA
834
Starfire Investment Advisers
Michigan
$5.49M +$5.49M +27,682 New
CIM
835
Contrarius Investment Management
Jersey
$5.47M -$958K -4,833 -15%
MPAM
836
Murphy Pohlad Asset Management
Minnesota
$5.45M -$4.96K -25 -0.1%
ST
837
Spinnaker Trust
Maine
$5.44M +$17.8K +90 +0.3%
SWM
838
Stockman Wealth Management
Montana
$5.43M -$121K -608 -2%
PWW
839
Pettyjohn Wood & White
Virginia
$5.43M -$256K -1,290 -5%
KS
840
Karpas Strategies
Connecticut
$5.42M – – –
RMC
841
Regis Management Company
California
$5.42M – – –
VF
842
Virtu Financial
New York
$5.41M +$5.41M +27,312 New
FMWA
843
Forvis Mazars Wealth Advisors
Missouri
$5.39M +$276K +1,393 +5%
PAM
844
Private Asset Management
California
$5.37M -$748K -3,775 -12%
BCM
845
Beddow Capital Management
Wyoming
$5.36M +$129K +652 +2%
Fuller & Thaler Asset Management
846
Fuller & Thaler Asset Management
California
$5.36M -$2.31M -11,656 -30%
CCP
847
Centaur Capital Partners
Texas
$5.35M -$297K -1,500 -5%
DS
848
DRW Securities
Illinois
$5.35M +$5.35M +26,976 New
BFM
849
Boston Financial Management
Massachusetts
$5.29M -$42.6K -215 -0.8%
SI
850
Sprott Inc
Ontario, Canada
$5.27M -$694K -3,500 -12%
32 33
34
35 36