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 %
ECM
1301
ETrade Capital Management
Virginia
$1.6M +$420K +2,120 +36%
TSS
1302
Thomas Story & Son
Indiana
$1.6M – – –
FFH
1303
Fairfax Financial Holdings
Ontario, Canada
$1.59M -$1.19M -6,000 -43%
VCAM
1304
Van Cleef Asset Management
Ohio
$1.59M -$19.8K -100 -1%
DAS
1305
Dynamic Advisor Solutions
Arizona
$1.59M +$50.3K +254 +3%
AF
1306
Ally Financial
Michigan
$1.59M +$1.59M +8,000 New
PSC
1307
Prentiss Smith & Co
Vermont
$1.58M -$44.6K -225 -3%
TSWM
1308
Triangle Securities Wealth Management
North Carolina
$1.57M -$36.9K -186 -2%
FM
1309
Family Management
New York
$1.54M +$698K +3,521 +83%
FMB
1310
Field & Main Bank
Kentucky
$1.54M +$1.54M +7,748 New
WG
1311
Welch Group
Alabama
$1.54M +$19.8K +100 +1%
UBG
1312
United Bank (Georgia)
Georgia
$1.53M -$94.6K -477 -6%
MCM
1313
Mengis Capital Management
Oregon
$1.52M -$61.8K -198 -4%
LA
1314
Legacy Advisors
Pennsylvania
$1.52M – – –
ADL
1315
Asset Dedication LLC
California
$1.52M +$246K +1,247 +19%
PGWM
1316
Parisi Gray Wealth Management
New Jersey
$1.52M +$1.52M +7,685 New
TNBTD
1317
Trustmark National Bank Trust Department
Mississippi
$1.51M -$136K -688 -8%
Lido Advisors
1318
Lido Advisors
California
$1.51M +$35.1K +177 +2%
IMOV
1319
Investment Management of Virginia
Virginia
$1.51M -$44.6K -225 -3%
NAM
1320
Needelman Asset Management
California
$1.51M -$7.93K -40 -0.5%
ZIC
1321
ZWJ Investment Counsel
Georgia
$1.5M +$25K +126 +2%
VNA
1322
Valley National Advisers
Pennsylvania
$1.5M -$161K -814 -10%
KCM
1323
Kornitzer Capital Management
Kansas
$1.5M -$99.1K -500 -6%
BW
1324
Bison Wealth
Georgia
$1.5M +$8.33K +42 +0.6%
WIS
1325
Wright Investors Service
Connecticut
$1.5M +$4.36K +22 +0.3%
51 52
53
54 55