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 %
CRC
876
Curi RMB Capital
Illinois
$4.79M -$83K -419 -2%
FAB
877
First American Bank
Illinois
$4.76M -$21.6K -109 -0.5%
SNBOSD
878
Security National Bank of So Dak
Iowa
$4.73M -$102K -517 -2%
MSAM
879
Moloney Securities Asset Management
Missouri
$4.73M +$105K +532 +2%
HW
880
Hedeker Wealth
Illinois
$4.69M +$64.4K +325 +1%
AF
881
Aldebaran Financial
$4.68M +$39.6K +200 +0.9%
RWM
882
RKL Wealth Management
Pennsylvania
$4.68M -$695K -3,490 -13%
CA
883
Cambridge Advisors
Nebraska
$4.67M +$54.3K +274 +1%
SNBOSCI
884
Security National Bank of Sioux City Iowa
Iowa
$4.66M +$22.6K +114 +0.5%
APP
885
Avantax Planning Partners
Iowa
$4.65M -$14.6M -73,766 -76%
OCAM
886
Onex Canada Asset Management
Ontario, Canada
$4.6M -$111K -559 -2%
YAM
887
Yacktman Asset Management
Texas
$4.59M – – –
ACI
888
Alpha Cubed Investments
California
$4.59M +$499K +2,518 +12%
TCM
889
Telos Capital Management
California
$4.59M -$3.37K -17 -0.1%
SSB
890
Sandy Spring Bank
Maryland
$4.57M +$164K +828 +4%
CCM
891
Consolidated Capital Management
California
$4.57M +$938K +4,734 +26%
MBTD
892
Mechanics Bank - Trust Department
California
$4.57M +$9.91K +50 +0.2%
AAM
893
Auxier Asset Management
Oregon
$4.56M – – –
Carson Wealth (CWM LLC)
894
Carson Wealth (CWM LLC)
Nebraska
$4.56M -$78.7K -397 -2%
HAG
895
HighPoint Advisor Group
Illinois
$4.55M +$549K +2,775 +14%
ASN
896
Advisory Services Network
Georgia
$4.54M +$163K +820 +4%
BAC
897
Boys Arnold & Co
North Carolina
$4.48M -$123K -619 -3%
TG
898
TCW Group
California
$4.48M -$765K -3,860 -15%
BHWM
899
Bar Harbor Wealth Management
New Hampshire
$4.47M -$98.1K -495 -2%
ST
900
Smithfield Trust
Pennsylvania
$4.46M +$238K +1,200 +6%
34 35
36
37 38