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 %
TBA
1001
Train Babcock Advisors
New York
$3.56M -$119K -600 -3%
MHIM
1002
MacNealy Hoover Investment Management
Ohio
$3.55M -$208K -1,051 -6%
FPS
1003
Fieldpoint Private Securities
Connecticut
$3.53M +$102K +515 +3%
IA
1004
IFG Advisory
Georgia
$3.53M +$3.53M +17,829 New
MHS
1005
M Holdings Securities
Oregon
$3.51M +$61.3K +309 +2%
TWM
1006
Titus Wealth Management
California
$3.51M +$3.51M +17,680 New
BFC
1007
Bedel Financial Consulting
Indiana
$3.49M +$3.49M +17,628 New
PWM
1008
Perigon Wealth Management
California
$3.49M -$703K -3,546 -17%
JIC
1009
Joel Isaacson & Co
New York
$3.49M +$43.6K +220 +1%
CM
1010
Churchill Management
California
$3.49M +$326K +1,645 +10%
RAM
1011
Redmond Asset Management
Virginia
$3.49M -$43.6K -220 -1%
EVM
1012
Evelyn V. Moreno
$3.48M -$100K -506 -3%
RHFI
1013
Reilly Herbert Faulkner III
$3.46M +$26.2K +132 +0.8%
BFC
1014
Blue Fin Capital
Rhode Island
$3.45M +$59.5K +300 +2%
FRAF
1015
Första AP-fonden
Sweden
$3.45M -$1.49M -7,500 -30%
PK
1016
Pflug Koory
Nebraska
$3.44M -$129K -650 -4%
VHAM
1017
Van Hulzen Asset Management
California
$3.44M +$197K +995 +6%
GXMC
1018
Global X Management Company
New York
$3.43M +$191K +963 +6%
TAM
1019
Taurus Asset Management
New York
$3.41M -$43K -217 -1%
Marshall Wace
1020
Marshall Wace
United Kingdom
$3.41M +$2.47M +12,469 +263%
CIA
1021
Capital Investment Advisors
Georgia
$3.41M +$151K +760 +5%
GTAM
1022
Global Trust Asset Management
Florida
$3.4M +$3.4M +17,152 New
NA
1023
NewEdge Advisors
Louisiana
$3.39M +$1.78M +8,775 +111%
GA
1024
GFS Advisors
Texas
$3.38M +$408K +2,060 +14%
P
1025
Pitcairn
Pennsylvania
$3.37M +$86.8K +438 +3%
39 40
41
42 43