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 %
LAIC
1326
Lederer & Associates Investment Counsel
California
$1.5M +$8.92K +45 +0.6%
CWM
1327
CMH Wealth Management
New Hampshire
$1.5M +$1.5M +7,593 New
KPCM
1328
Kings Point Capital Management
New York
$1.49M +$5.95K +30 +0.4%
VCA
1329
Verdence Capital Advisors
Maryland
$1.49M +$1.49M +7,511 New
NB
1330
Nicolet Bankshares
Wisconsin
$1.49M +$91.4K +461 +7%
S
1331
SimplyRich
California
$1.49M +$1.49M +7,502 New
CA
1332
Corrado Advisors
New Jersey
$1.49M +$205K +1,035 +16%
HCMNY
1333
Howard Capital Management (New York)
New York
$1.48M +$19.8K +100 +1%
OC
1334
Oarsman Capital
Wisconsin
$1.48M -$31.1K -157 -2%
FAG
1335
Financial Advisory Group
Texas
$1.47M +$338K +1,706 +30%
HRC
1336
Hoertkorn Richard Charles
$1.47M – – –
DPIM
1337
Duff & Phelps Investment Management
Illinois
$1.46M -$90.2K -455 -6%
CL
1338
CSS LLC
Illinois
$1.45M – – –
MWA
1339
MFA Wealth Advisors
Pennsylvania
$1.44M +$1.44M +6,693 New
Cetera Investment Advisers
1340
Cetera Investment Advisers
Illinois
$1.44M -$5.37K -27 -0.4%
ACM
1341
Ashford Capital Management
Delaware
$1.44M – – –
FIMG
1342
Financial & Investment Management Group
Michigan
$1.43M -$14.9K -75 -1%
JG
1343
Jefferies Group
New York
$1.43M +$700K +3,530 +96%
CCM
1344
Coldstream Capital Management
Washington
$1.43M +$131K +660 +10%
HCM
1345
Hall Capital Management
Rhode Island
$1.42M -$19.8K -100 -1%
BFG
1346
Bouchey Financial Group
New York
$1.41M +$3.96K +20 +0.3%
OIA
1347
Optimum Investment Advisors
Illinois
$1.41M +$19.8K +100 +1%
GI
1348
Glovista Investments
New Jersey
$1.41M -$9.91K -50 -0.7%
NEGWA
1349
New England Guild Wealth Advisors
Connecticut
$1.41M +$1.41M +7,100 New
IIA
1350
IPG Investment Advisors
California
$1.4M -$193K -976 -12%
52 53
54
55 56