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 %
CASB
1251
Cape Ann Savings Bank
Massachusetts
$1.8M +$1.8M +9,065 New
CA
1252
Continuum Advisory
Idaho
$1.79M +$16.8K +85 +0.9%
HAI
1253
Hennessy Advisors Inc
California
$1.78M – – –
SCA
1254
Snowden Capital Advisors
New York
$1.78M +$308K +1,552 +21%
SFG
1255
SNS Financial Group
Minnesota
$1.78M +$66.2K +334 +4%
WA1
1256
Wimmer Associates 1
California
$1.78M -$10.9K -55 -0.6%
NWM
1257
Northwest Wealth Management
Iowa
$1.78M +$656K +3,308 +59%
CC
1258
Caxton Corporation
New Jersey
$1.77M – – –
MMA
1259
Miracle Mile Advisors
California
$1.76M +$317K +1,600 +22%
FWM
1260
Focused Wealth Management
New York
$1.75M -$295K -1,489 -14%
FPCG
1261
Fort Pitt Capital Group
Pennsylvania
$1.75M -$13.9K -70 -0.8%
CCM
1262
CrestPoint Capital Management
Missouri
$1.74M -$396K -2,000 -19%
SWP
1263
Strategic Wealth Partners
Ohio
$1.74M +$1.74M +9,435 New
WA
1264
Waverly Advisors
Alabama
$1.74M +$326K +1,643 +23%
NDSI
1265
Newman Dignan & Sheerar Inc
Rhode Island
$1.74M +$18.8K +95 +1%
RM
1266
Resource Management
Louisiana
$1.73M +$1.73M +8,736 New
WPW
1267
Waldron Private Wealth
Pennsylvania
$1.72M +$61K +308 +4%
CBB
1268
Citizens Business Bank
California
$1.72M +$7.93K +40 +0.5%
JA
1269
JOYN Advisors
Georgia
$1.71M +$1.71M +8,619 New
DRS
1270
Deane Retirement Strategies
Louisiana
$1.71M -$48.2K -243 -3%
SFSIG
1271
San Francisco Sentry Investment Group
California
$1.7M +$92.8K +468 +6%
TTWM
1272
TCV Trust & Wealth Management
Virginia
$1.69M -$53.7K -271 -3%
QCG
1273
Quadrant Capital Group
Ohio
$1.69M +$27.3K +139 +2%
GI
1274
GS Investments
Minnesota
$1.68M -$4.36K -22 -0.3%
AF
1275
Allworth Financial
California
$1.68M -$58.5K -295 -3%
49 50
51
52 53