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 %
SCM
1351
SOL Capital Management
Maryland
$1.4M -$183K -925 -12%
MBA
1352
McQueen Ball & Associates
Pennsylvania
$1.39M – – –
QSS
1353
Quantitative Systematic Strategies
Florida
$1.39M +$460K +2,320 +49%
AAM
1354
Aureus Asset Management
Massachusetts
$1.38M – – –
RCAG
1355
Rehmann Capital Advisory Group
Michigan
$1.38M +$91K +459 +7%
CC
1356
Courier Capital
New York
$1.37M +$11.1K +56 +0.8%
EWM
1357
Evermay Wealth Management
Virginia
$1.37M +$131K +663 +11%
SC
1358
Searle & Co
Connecticut
$1.36M – – –
TMAM
1359
Tokio Marine Asset Management
Japan
$1.36M -$521K -2,628 -28%
IC
1360
Inverness Counsel
New York
$1.36M +$27.1K +137 +2%
WPC
1361
Waters Parkerson & Co
Louisiana
$1.35M – – –
LA
1362
LexAurum Advisors
Kansas
$1.35M +$1.35M +6,422 New
WA
1363
Winfield Associates
Ohio
$1.35M -$96.4K -486 -7%
EWM
1364
Endurance Wealth Management
Rhode Island
$1.35M -$74.3K -375 -5%
AIP
1365
Ahrens Investment Partners
Louisiana
$1.35M +$96.1K +485 +8%
CCM
1366
Catawba Capital Management
Virginia
$1.34M – – –
FTC
1367
Farmers Trust Company
Ohio
$1.34M -$106K -537 -7%
MFW
1368
Mosaic Family Wealth
Missouri
$1.34M -$21.4K -108 -2%
SIM
1369
Sonora Investment Management
Arizona
$1.34M +$1.34M +6,735 New
AFG
1370
Arkansas Financial Group
Arkansas
$1.34M – – –
TCM
1371
Tufton Capital Management
Maryland
$1.34M – – –
BIAS
1372
Beacon Investment Advisory Services
New Jersey
$1.33M -$854K -4,310 -39%
KTC
1373
Kistler-Tiffany Companies
Pennsylvania
$1.32M -$32.7K -165 -2%
ATC
1374
Adirondack Trust Company
New York
$1.32M +$8.92K +45 +0.7%
FTI
1375
Fiduciary Trust International
Massachusetts
$1.32M -$955K -4,818 -42%
53 54
55
56 57