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 %
EWM
1276
Elite Wealth Management
Washington
$1.68M +$1.68M +8,472 New
OKSA
1277
O'Keefe Stevens Advisory
New York
$1.67M +$1.98K +10 +0.1%
CS
1278
Comerica Securities
Michigan
$1.67M +$105K +531 +7%
CFMC
1279
Curbstone Financial Management Corp
New Hampshire
$1.67M -$1.78M -8,981 -52%
RCA
1280
Rowland Carmichael Advisors
Arizona
$1.67M -$991 -5 -0.1%
MMHP
1281
Murphy Middleton Hinkle & Parker
Georgia
$1.66M +$1.66M +8,379 New
LJHT
1282
Laurie J. Hall Trustee
$1.66M – – –
FHA
1283
Flagship Harbor Advisors
Massachusetts
$1.66M +$37.2K +184 +2%
SMG
1284
Spectrum Management Group
Indiana
$1.65M +$313K +1,580 +23%
AAM
1285
Advisors Asset Management
Colorado
$1.65M -$116K -586 -7%
NAM
1286
NTV Asset Management
West Virginia
$1.65M – – –
SCM
1287
Sterneck Capital Management
Missouri
$1.65M -$17.8K -90 -1%
AIA
1288
Allegis Investment Advisors
Idaho
$1.65M -$57.9K -292 -3%
AA
1289
Apriem Advisors
California
$1.64M -$167K -844 -9%
MFS
1290
Madrona Financial Services
Washington
$1.64M +$42.6K +215 +3%
B
1291
Bailard
California
$1.63M -$6.15K -31 -0.4%
SRCM
1292
Swift Run Capital Management
Virginia
$1.63M +$476K +2,400 +41%
MSR
1293
Main Street Research
Connecticut
$1.63M +$130K +656 +9%
WA
1294
WealthTrust Axiom
Pennsylvania
$1.61M -$24.6K -124 -1%
RMA
1295
Roffman Miller Associates
Pennsylvania
$1.61M -$45.6K -230 -3%
ACM
1296
Azimuth Capital Management
Michigan
$1.61M +$56.5K +285 +4%
DSC
1297
Duncker Streett & Co
Missouri
$1.61M +$421K +2,125 +35%
WAG
1298
Winthrop Advisory Group
Massachusetts
$1.61M +$1.61M +7,836 New
SWK
1299
Stephen W. Kidder
$1.61M -$9.91K -50 -0.6%
FC
1300
Ferris Capital
Massachusetts
$1.6M +$291K +1,467 +22%
50 51
52
53 54