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 %
KIA
951
KCM Investment Advisors
California
$4.01M -$134K -678 -3%
GT
952
Glenview Trust
Kentucky
$4.01M -$64.8K -327 -2%
AWM
953
AE Wealth Management
Kansas
$4M +$1.49M +7,498 +59%
VCM
954
Vision Capital Management
Oregon
$3.99M – – –
MFWM
955
Motley Fool Wealth Management
Virginia
$3.98M +$89K +449 +2%
AAM
956
AR Asset Management
California
$3.97M – – –
CA
957
Cornerstone Advisors
North Carolina
$3.96M – – –
BIC
958
Bridges Investment Counsel
Nebraska
$3.96M -$360K -1,815 -8%
GIP
959
Granite Investment Partners
California
$3.95M +$112K +565 +3%
IAA
960
Independent Advisor Alliance
North Carolina
$3.94M +$836K +4,123 +27%
CCP
961
Corient Capital Partners
California
$3.94M +$101K +508 +3%
GIA
962
GHP Investment Advisors
Colorado
$3.94M -$13.9K -70 -0.4%
BC
963
Burney Company
Virginia
$3.92M +$931K +4,698 +31%
BP
964
Ballentine Partners
Massachusetts
$3.91M -$115K -579 -3%
BCM
965
Baltimore Capital Management
Maryland
$3.86M -$68.6K -346 -2%
AWA
966
Arete Wealth Advisors
Illinois
$3.86M -$107K -538 -3%
RP
967
Rice Partnership
Hawaii
$3.86M +$3.86M +19,465 New
MSFP
968
Mark Sheptoff Financial Planning
Connecticut
$3.84M -$63.4K -320 -2%
JFGIW
969
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.83M +$130K +655 +4%
BOS
970
Bingham Osborn & Scarborough
California
$3.83M -$23.6K -119 -0.6%
FTB
971
First Trust Bank
Bahamas
$3.83M – – –
JFA
972
Johanson Financial Advisors
California
$3.8M +$1.4K +7 +0%
AW
973
ACG Wealth
Georgia
$3.79M -$318K -1,604 -8%
TWA
974
TCI Wealth Advisors
Arizona
$3.77M -$95.3K -481 -2%
GC
975
Grimes & Company
Massachusetts
$3.77M -$14.9K -75 -0.4%
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