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 %
SACTSONJ
976
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.77M – – –
WPP
977
Whalerock Point Partners
Rhode Island
$3.76M -$32.7K -165 -0.9%
HTC
978
Haverford Trust Company
Pennsylvania
$3.76M +$806K +4,064 +27%
TWA
979
Tillar-Wenstrup Advisors
Ohio
$3.75M -$243K -1,228 -6%
CA
980
Cullinan Associates
Kentucky
$3.75M +$2.17M +10,945 +137%
CCM
981
Cribstone Capital Management
Maine
$3.74M -$350K -1,764 -9%
SCM
982
Sterling Capital Management
North Carolina
$3.73M -$3.77K -19 -0.1%
RWA
983
Ropes Wealth Advisors
Massachusetts
$3.73M -$231K -1,166 -6%
FEG
984
Fund Evaluation Group
Ohio
$3.72M +$3.72M +18,770 New
CT
985
Coastline Trust
Rhode Island
$3.72M +$19.8K +100 +0.5%
HCP
986
Holt Capital Partners
Texas
$3.72M -$161K -810 -4%
QCMNJ
987
Quantum Capital Management (New Jersey)
New Jersey
$3.67M -$102K -517 -3%
CT
988
Chicago Trust
Illinois
$3.67M +$46.8K +236 +1%
BI
989
Ballast Inc
Kentucky
$3.67M +$3.67M +18,512 New
XSC
990
X-Square Capital
Puerto Rico
$3.67M +$3.67M +18,486 New
CL
991
Choreo LLC
Illinois
$3.66M -$215K -1,084 -6%
PMFA
992
Plante Moran Financial Advisors
Michigan
$3.65M +$1.1M +5,536 +43%
CMI
993
Cider Mill Investments
Connecticut
$3.65M +$3.65M +18,400 New
ECM
994
EagleClaw Capital Management
Massachusetts
$3.64M +$619K +3,125 +21%
SBIA
995
Sheaff Brock Investment Advisors
Indiana
$3.63M -$239K -1,207 -6%
CS
996
Credential Securities
$3.6M +$327K +1,647 +10%
MC
997
Moors & Cabot
Massachusetts
$3.6M +$308K +1,549 +9%
RIM
998
Regent Investment Management
Kentucky
$3.6M -$224K -1,129 -6%
RWP
999
RWA Wealth Partners
Massachusetts
$3.58M -$1.23M -6,204 -26%
III
1000
Independent Investors Inc
New York
$3.58M -$19.8K -100 -0.6%
38 39
40
41 42