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 %
OMC
1076
Old Mission Capital
Illinois
$2.91M +$2.91M +14,700 New
TFS
1077
TrustCore Financial Services
Tennessee
$2.91M +$2.91M +14,692 New
CCM
1078
Canal Capital Management
Virginia
$2.91M +$233K +1,176 +9%
CIM
1079
CenturyLink Investment Management
Colorado
$2.9M -$366K -1,845 -11%
FBA
1080
Front Barnett Associates
Illinois
$2.89M – – –
WDA
1081
Wendell David Associates
New Hampshire
$2.88M -$74.3K -375 -3%
BIM
1082
Barton Investment Management
Pennsylvania
$2.86M +$121K +610 +4%
WA
1083
WESPAC Advisors
California
$2.84M -$191K -965 -6%
OIM
1084
Orca Investment Management
Oregon
$2.84M +$217K +1,094 +8%
CS
1085
Cannell & Spears
New York
$2.83M +$29.7K +150 +1%
WI
1086
Wintrust Investments
Illinois
$2.82M -$59.1K -298 -2%
SC
1087
Slow Capital
California
$2.81M +$2.81M +14,178 New
WP
1088
WMS Partners
Maryland
$2.8M -$123K -622 -4%
MCM
1089
Millie Capital Management
California
$2.79M -$36.3K -183 -1%
BA
1090
Bristlecone Advisors
Washington
$2.79M -$162K -815 -5%
GW
1091
GW & Wade
Massachusetts
$2.78M +$159K +804 +6%
APA
1092
American Portfolios Advisors
New York
$2.78M +$2.78M +14,005 New
TAM
1093
Tealwood Asset Management
Minnesota
$2.77M -$404K -2,037 -13%
SA
1094
Strategic Advisors
New York
$2.77M +$233K +1,173 +9%
GAM
1095
Griffin Asset Management
New York
$2.76M -$447K -2,254 -14%
BCM
1096
Blume Capital Management
California
$2.76M -$34.7K -175 -1%
LOAME
1097
Lombard Odier Asset Management (Europe)
United Kingdom
$2.76M +$51.3K +259 +2%
IWA
1098
IBEX Wealth Advisors
New Jersey
$2.76M -$44.2K -218 -2%
GP
1099
Girard Partners
Pennsylvania
$2.75M -$139K -701 -5%
BE
1100
Bonness Enterprises
District of Columbia
$2.73M – – –
42 43
44
45 46