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 %
WC
851
Whitnell & Co
Illinois
$5.24M +$20.8K +105 +0.4%
WKWM
852
Walter & Keenan Wealth Management
Indiana
$5.24M +$4.96K +25 +0.1%
ECM
853
Evergreen Capital Management
Washington
$5.23M -$348K -1,754 -6%
SIMM
854
Stillwater Investment Management (Minnesota)
Minnesota
$5.17M +$4.16M +55,559 +415%
MWM
855
Merriman Wealth Management
Washington
$5.15M -$830K -4,187 -14%
OTPPB
856
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.14M -$1.07M -5,395 -17%
HAC
857
Harbor Advisory Corp
New Hampshire
$5.12M +$5.12M +25,851 New
SYBT
858
Stock Yards Bank & Trust
Kentucky
$5.08M +$8.13K +41 +0.2%
PA
859
Pinnacle Associates
New York
$5.07M -$285K -1,438 -5%
CFA
860
Cahill Financial Advisors
Minnesota
$5.04M +$22.4K +113 +0.4%
RJT
861
Raymond James Trust
Florida
$5.02M +$120K +604 +2%
BC
862
Blackhill Capital
New Jersey
$5.01M – – –
FNT
863
First National Trust
Pennsylvania
$5M +$80.3K +405 +2%
KCPG
864
Kavar Capital Partners Group
Kansas
$4.97M -$70.2K -354 -1%
PCAP
865
Pratt Collard Advisory Partners
New York
$4.93M +$4.93M +24,892 New
TP
866
Truvvo Partners
New York
$4.91M – – –
ACG
867
Allen Capital Group
Nebraska
$4.91M +$4.91M +24,759 New
CA
868
Clearstead Advisors
Ohio
$4.88M -$605K -3,053 -11%
OMCS
869
Old Mutual Customised Solutions
South Africa
$4.88M +$39.6K +200 +0.8%
CHA
870
Carmichael Hill & Associates
Maryland
$4.87M +$4.87M +24,563 New
BFPW
871
BOK Financial Private Wealth
Colorado
$4.84M -$206K -1,041 -4%
EM
872
Excalibur Management
Massachusetts
$4.82M -$170K -860 -3%
NL
873
NWAM LLC
Washington
$4.81M -$440K -2,220 -8%
TC
874
Telemus Capital
Michigan
$4.8M +$838K +4,229 +21%
RG
875
Rikoon Group
New Mexico
$4.8M -$44.6K -225 -0.9%
33 34
35
36 37