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 %
AC
1101
Abbrea Capital
California
$2.72M +$30.1K +152 +1%
FPB
1102
First PREMIER Bank
South Dakota
$2.72M +$386K +1,946 +17%
RW
1103
REDW Wealth
New Mexico
$2.71M +$99.7K +503 +4%
RMCM
1104
Reynders McVeigh Capital Management
Massachusetts
$2.7M -$371K -1,872 -12%
BFA
1105
Bragg Financial Advisors
North Carolina
$2.7M +$1.39K +7 +0.1%
CB
1106
Community Bank
New York
$2.7M +$1.29M +6,520 +92%
MCTIC
1107
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.69M -$16.8K -85 -0.6%
CPA
1108
Cowen Prime Advisors
New York
$2.69M -$436K -2,200 -14%
GF
1109
Gabelli Funds
New York
$2.68M +$99.1K +500 +4%
POIA
1110
Pin Oak Investment Advisors
Texas
$2.67M +$2.67M +13,475 New
GC
1111
Garde Capital
Washington
$2.66M – – –
SIAP
1112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.65M +$59.5K +300 +2%
TVWM
1113
Tower View Wealth Management
Wisconsin
$2.64M +$2.64M +13,339 New
WT
1114
Washington Trust
Rhode Island
$2.64M +$50.7K +256 +2%
MHIC
1115
Marble Harbor Investment Counsel
Massachusetts
$2.64M -$34.7K -175 -1%
CCA
1116
Checchi Capital Advisers
California
$2.63M +$238K +1,200 +10%
BCM
1117
BTR Capital Management
California
$2.63M +$233K +1,173 +10%
CT
1118
Cambridge Trust
Massachusetts
$2.62M -$265K -1,339 -9%
CCM
1119
Cadence Capital Management
Massachusetts
$2.61M +$25.6K +129 +1%
BCM
1120
Brookstone Capital Management
Illinois
$2.6M +$12.5K +63 +0.5%
DAM
1121
Delta Asset Management
Tennessee
$2.6M -$45.4K -229 -2%
HCA
1122
Horan Capital Advisors
Ohio
$2.57M -$92.8K -468 -3%
NP
1123
NorthRock Partners
Minnesota
$2.57M -$287K -1,447 -10%
FDS
1124
Freedom Day Solutions
Texas
$2.57M +$2.57M +12,945 New
GT
1125
Greenleaf Trust
Michigan
$2.55M +$297K +1,497 +13%
43 44
45
46 47