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 %
BCM
1476
Boltwood Capital Management
California
$1.03M – – –
AOWM
1477
Alpha Omega Wealth Management
Virginia
$1.03M +$49.6K +250 +5%
MWM
1478
Meridian Wealth Management
Kentucky
$1.02M -$99.6K -533 -9%
ANTB
1479
AMG National Trust Bank
Colorado
$1.01M +$213K +1,074 +27%
RIG
1480
Renaissance Investment Group
Massachusetts
$1.01M – – –
HFA
1481
High Falls Advisors
New York
$1.01M +$20.4K +103 +2%
BST
1482
Bath Savings Trust
Maine
$1.01M -$19.8K -100 -2%
NQWM
1483
Northwest Quadrant Wealth Management
Oregon
$1.01M -$15.2K -77 -1%
Holocene Advisors
1484
Holocene Advisors
New York
$1.01M +$1.01M +5,087 New
PWAP
1485
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.01M +$19.8K +100 +2%
ALIONA
1486
Allianz Life Insurance of North America
Minnesota
$1M -$29.7K -150 -3%
RL
1487
Ruffer LLP
United Kingdom
$993K – – –
SCA
1488
Sage Capital Advisors
South Dakota
$992K – – –
SIC
1489
Sigma Investment Counselors
Michigan
$991K -$988K -4,985 -50%
DAM
1490
Deltec Asset Management
New York
$991K +$991K +5,000 New
PFSC
1491
Peoples Financial Services Corp
Pennsylvania
$987K – – –
RWM
1492
Ritholtz Wealth Management
New York
$987K +$725K +3,659 +277%
GSC
1493
G&S Capital
Colorado
$979K +$979K +4,938 New
SA
1494
SL Advisors
New Jersey
$976K +$105K +531 +12%
PM
1495
Penbrook Management
New York
$975K +$975K +4,920 New
SMI
1496
Shelter Mutual Insurance
Missouri
$972K – – –
BA
1497
Bard Associates
Illinois
$972K – – –
OCM
1498
Orleans Capital Management
Louisiana
$971K – – –
BAM
1499
Brave Asset Management
New Jersey
$969K -$1.78K -9 -0.2%
AUB
1500
Atlantic Union Bankshares
Virginia
$966K – – –
58 59
60
61 62