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 %
KPF
1376
K2 Principal Fund
Ontario, Canada
$1.32M -$297K -1,500 -18%
VWA
1377
V Wealth Advisors
Kansas
$1.31M +$180K +850 +16%
LJAC
1378
L.J. Altfest & Co
New York
$1.31M -$15.9K -80 -1%
FHA
1379
First Horizon Advisors
Tennessee
$1.3M +$116K +586 +10%
FA
1380
FCG Advisors
New Jersey
$1.3M +$39.7K +214 +3%
ITIM
1381
Indiana Trust & Investment Management
Indiana
$1.29M +$22.8K +115 +2%
SAM
1382
SignalPoint Asset Management
Missouri
$1.29M +$42.2K +213 +3%
PAG
1383
Pinnacle Advisory Group
Maryland
$1.29M +$130K +657 +11%
PHIMC
1384
Private Harbour Investment Management & Counsel
Ohio
$1.29M -$3.96K -20 -0.3%
HCM
1385
Harvey Capital Management
Florida
$1.29M +$165K +834 +15%
AMG
1386
Asset Management Group
Connecticut
$1.28M -$41K -207 -3%
LBC
1387
Lawrence B. Cohen
$1.28M – – –
VDI
1388
Vaughan David Investments
Illinois
$1.28M – – –
BTNA
1389
Bremer Trust National Association
Minnesota
$1.28M +$71.4K +360 +6%
ECM
1390
Estabrook Capital Management
New York
$1.28M – – –
HCIA
1391
Hochman Cole Investment Advisors
Illinois
$1.27M -$73.9K -373 -5%
DCM
1392
Donaldson Capital Management
Indiana
$1.27M +$219K +1,104 +21%
CCG
1393
Cypress Capital Group
Florida
$1.26M – – –
OAM
1394
Occidental Asset Management
California
$1.26M -$17.8K -90 -1%
LRPA
1395
L. Roy Papp & Associates
Arizona
$1.26M -$198 -1 -0%
AT
1396
Arden Trust
Delaware
$1.26M -$16.3K -82 -1%
AAM
1397
Ascension Asset Management
New York
$1.25M +$1.25M +6,325 New
AB
1398
AT Bancorp
Iowa
$1.25M -$49.6K -250 -4%
AIM
1399
Avity Investment Management
Connecticut
$1.25M +$20.6K +104 +2%
FCH
1400
Freestone Capital Holdings
Washington
$1.25M -$146K -735 -10%
54 55
56
57 58