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 %
BRM
926
Boston Research & Management
Massachusetts
$4.27M -$230K -1,160 -5%
SB
927
Simmons Bank
Arkansas
$4.27M -$99.1K -500 -2%
SGI
928
Summit Global Investments
Utah
$4.25M -$32.5K -164 -0.8%
KJWM
929
Kiley Juergens Wealth Management
Washington
$4.24M +$4.24M +21,406 New
DIA
930
Denver Investment Advisors
Colorado
$4.23M -$9.91K -50 -0.2%
FB
931
Fulton Bank
Pennsylvania
$4.23M +$185K +932 +5%
SCM
932
Shelton Capital Management
Colorado
$4.22M -$33.7K -170 -0.8%
DDC
933
DF Dent & Co
Maryland
$4.22M -$59.5K -300 -1%
IH
934
IFC Holdings
Florida
$4.2M -$273K -1,374 -6%
WAS
935
Winch Advisory Services
Wisconsin
$4.2M +$458K +2,312 +12%
LFS
936
Lutz Financial Services
Nebraska
$4.2M +$4.2M +21,178 New
FHC
937
First Heartland Consultants
Missouri
$4.19M -$26.2K -132 -0.6%
FIM
938
Freedom Investment Management
Connecticut
$4.18M -$44.8K -226 -1%
IB
939
Intrust Bank
Kansas
$4.17M +$294K +1,482 +8%
BIMC
940
Benson Investment Management Company
Virginia
$4.16M +$10.9K +55 +0.3%
HSA
941
HBK Sorce Advisory
Pennsylvania
$4.16M +$519K +2,620 +14%
AI
942
Atria Investments
North Carolina
$4.13M +$418K +2,108 +11%
ZF
943
Zhang Financial
Michigan
$4.12M +$2.03K +10 +0%
HCM
944
Highlander Capital Management
New Jersey
$4.07M – – –
PFP
945
Pinnacle Financial Partners
Tennessee
$4.07M +$106K +535 +3%
PC
946
Palo Capital
California
$4.06M +$453K +2,287 +13%
TBA
947
Tower Bridge Advisors
Pennsylvania
$4.05M -$19.8K -100 -0.5%
NFG
948
Next Financial Group
Texas
$4.04M -$2.54M -12,826 -39%
SS
949
Sunbelt Securities
Texas
$4.03M -$33.7K -170 -0.8%
BOH
950
Bank of Hawaii
Hawaii
$4.01M -$84.8K -428 -2%
36 37
38
39 40