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 %
LWM
1501
Lyell Wealth Management
California
$961K – – –
WLIM
1502
White Lighthouse Investment Management
Massachusetts
$961K +$961K +4,846 New
OFW
1503
Omnia Family Wealth
Florida
$960K +$19.8K +100 +2%
CF
1504
Centaurus Financial
California
$958K +$958K +4,831 New
AFNAS
1505
American Financial Network Advisory Services
California
$957K -$109K -552 -10%
AP
1506
Atwood & Palmer
Missouri
$956K -$55.1K -278 -5%
SCG
1507
Sonata Capital Group
Washington
$956K – – –
CPA
1508
Capital Planning Advisors
California
$951K +$47.4K +239 +5%
JGIA
1509
Jackson Grant Investment Advisers
Connecticut
$951K +$208K +1,050 +28%
NFG
1510
Nadler Financial Group
Illinois
$951K +$218K +1,100 +30%
STMM
1511
South Texas Money Management
Texas
$950K -$43.4K -219 -4%
NPT
1512
Nixon Peabody Trust
Massachusetts
$948K -$48.5K -245 -5%
EA
1513
Elm Advisors
California
$948K – – –
IIM
1514
Intact Investment Management
Quebec, Canada
$944K -$59.6K -300 -6%
HCM
1515
Hilton Capital Management
New York
$942K +$147K +740 +18%
WTB
1516
Washington Trust Bank
Washington
$939K -$39.6K -200 -4%
DAM
1517
Doheny Asset Management
California
$939K – – –
SAM
1518
Security Asset Management
New York
$938K -$84.9K -428 -8%
TFF
1519
The Family Firm
Maryland
$938K – – –
DJSG
1520
D.J. St. Germain
Massachusetts
$936K -$4.76K -24 -0.5%
AC
1521
Avestar Capital
New York
$934K +$934K +4,743 New
FMLI
1522
Fukoku Mutual Life Insurance
Japan
$932K -$793K -4,000 -46%
CPIA
1523
Cornell Pochily Investment Advisors
New York
$930K +$930K +4,693 New
LOAMS
1524
Lombard Odier Asset Management (Switzerland)
Switzerland
$924K – – –
HI
1525
Hudock Inc
Pennsylvania
$924K – – –
59 60
61
62 63