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 %
BCM
1151
Breiter Capital Management
Florida
$2.41M +$2.41M +12,166 New
APTFM
1152
AGUR Provident & Training Funds Management
Israel
$2.4M – – –
LIA
1153
LBMC Investment Advisors
Tennessee
$2.39M – – –
MWP
1154
MYCIO Wealth Partners
Pennsylvania
$2.39M -$140K -708 -6%
BA
1155
Birinyi Associates
Connecticut
$2.38M +$416K +2,100 +21%
CSS
1156
Cubist Systematic Strategies
Connecticut
$2.37M +$1.44M +7,275 +155%
WPA
1157
Winning Points Advisors
Florida
$2.37M – – –
RWA
1158
RGT Wealth Advisors
Texas
$2.37M +$175K +881 +8%
MWNA
1159
Marshall Wace North America
New York
$2.37M -$34.5M -173,788 -94%
YWP
1160
YorkBridge Wealth Partners
New York
$2.37M +$181K +921 +8%
MM
1161
Midas Management
New York
$2.35M -$79.3K -400 -3%
LA
1162
LVW Advisors
New York
$2.34M +$499K +2,517 +27%
MWM
1163
Marietta Wealth Management
Georgia
$2.34M -$131K -661 -5%
PIC
1164
Portland Investment Counsel
Ontario, Canada
$2.32M +$2.32M +11,722 New
NHC
1165
Nicholas Hoffman & Company
Georgia
$2.32M +$79.3K +400 +4%
BCM
1166
Barometer Capital Management
Ontario, Canada
$2.32M -$8.4M -42,375 -78%
NEPWA
1167
New England Private Wealth Advisors
Massachusetts
$2.32M -$69.6K -350 -3%
SMFS
1168
Squar Milner Financial Services
California
$2.31M +$2.31M +10,733 New
WGCA
1169
Wolf Group Capital Advisors
Virginia
$2.31M +$170K +859 +8%
SFS
1170
Sowell Financial Services
Arkansas
$2.3M -$365K -1,712 -14%
HC
1171
Hourglass Capital
Texas
$2.3M – – –
CAM
1172
Close Asset Management
United Kingdom
$2.3M +$193K +970 +9%
OGC
1173
Oak Grove Capital
New Hampshire
$2.29M +$2.29M +11,575 New
DWT
1174
Dorsey & Whitney Trust
South Dakota
$2.29M -$84.3K -425 -4%
GFP
1175
Gryphon Financial Partners
Ohio
$2.29M +$2.29M +11,532 New
45 46
47
48 49