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 %
KWM
1201
Kingsview Wealth Management
Oregon
$2.11M +$116K +584 +6%
KA
1202
Klingman & Associates
New York
$2.1M +$1.48M +7,489 +242%
FMBTD
1203
First Midwest Bank Trust Division
Illinois
$2.09M +$137K +689 +7%
ERIM
1204
Eagle Ridge Investment Management
Connecticut
$2.09M -$9.91K -50 -0.5%
FFA
1205
Fragasso Financial Advisors
Pennsylvania
$2.08M +$359K +1,810 +21%
KC
1206
Kingfisher Capital
North Carolina
$2.07M -$24.8K -125 -1%
CWM
1207
Cornerstone Wealth Management
Missouri
$2.06M +$252K +1,246 +14%
TF
1208
Tompkins Financial
New York
$2.06M +$43K +217 +2%
CCT
1209
Country Club Trust
Missouri
$2.05M +$90.8K +458 +5%
LW
1210
Linscomb Wealth
Texas
$2.04M -$84.2K -425 -4%
GCM
1211
Grisanti Capital Management
New York
$2.03M -$436K -2,200 -18%
RPG
1212
Risk Paradigm Group
Texas
$2.03M -$121K -611 -6%
WAM
1213
Weatherly Asset Management
California
$2.02M +$488K +2,460 +32%
EFSCE
1214
Enterprise Financial Services Corp (EFSC)
Missouri
$2.02M +$214K +1,081 +12%
HI
1215
Horizon Investments
North Carolina
$2.01M +$2.01M +10,153 New
DLA
1216
Douglas Lane & Associates
New York
$2.01M -$99.5K -502 -5%
GBBWRPM
1217
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2M +$230K +1,073 +13%
IWM
1218
IHT Wealth Management
Illinois
$2M +$711K +3,510 +55%
MMPW
1219
Mitchell McLeod Pugh & Williams
Alabama
$2M +$29.5K +149 +2%
VC
1220
Vicus Capital
Pennsylvania
$1.99M +$6.54K +33 +0.3%
CFM
1221
Coronation Fund Managers
South Africa
$1.98M – – –
KCM
1222
Karp Capital Management
California
$1.98M -$146K -735 -7%
AP
1223
Appleton Partners
Massachusetts
$1.97M +$1.59K +8 +0.1%
FWP
1224
FAS Wealth Partners
Kansas
$1.97M +$54.7K +276 +3%
BIM
1225
Baldwin Investment Management
Pennsylvania
$1.97M +$59.5K +300 +3%
47 48
49
50 51