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 %
SIAS
1576
Shine Investment Advisory Services
Colorado
$813K -$47.1K -238 -5%
NGA
1577
Naples Global Advisors
Florida
$812K +$14.5K +73 +2%
WPC
1578
White Pine Capital
Minnesota
$812K +$109K +549 +15%
WB
1579
Webster Bank
Connecticut
$807K -$87.6K -442 -10%
CAM
1580
CGOV Asset Management
Ontario, Canada
$806K -$11.4K -46 -1%
LPIC
1581
LeJeune Puetz Investment Counsel
Michigan
$806K +$1.19K +6 +0.1%
TCM
1582
Teza Capital Management
Illinois
$805K +$805K +4,061 New
RWA
1583
River Wealth Advisors
Pennsylvania
$804K +$119K +600 +17%
SCM
1584
Southport Capital Management
Tennessee
$803K +$532K +2,686 +196%
GAM
1585
Gemmer Asset Management
California
$802K +$175K +882 +28%
WP
1586
WealthShield Partners
North Carolina
$802K +$802K +4,064 New
W
1587
WealthShield
North Carolina
$802K +$802K +4,064 New
FI
1588
FormulaFolio Investments
Michigan
$799K +$252K +1,271 +46%
SG
1589
Swarthmore Group
Pennsylvania
$798K -$54.5K -275 -6%
KA
1590
KLCM Advisors
Wisconsin
$796K -$98.2K -495 -11%
IAM
1591
Iridian Asset Management
Connecticut
$793K – – –
TCM
1592
Texan Capital Management
Texas
$792K -$2.16M -10,900 -73%
CIP
1593
Convergence Investment Partners
Florida
$792K -$793 -4 -0.1%
PCTC
1594
Perkins Coie Trust Company
Washington
$791K -$15.9K -80 -2%
TCOT
1595
Trust Company of Toledo
Ohio
$791K – – –
LF
1596
Lee Financial
Texas
$789K +$1.78K +9 +0.2%
ST
1597
Sabal Trust
Florida
$788K – – –
State Farm Mutual Automobile Insurance
1598
State Farm Mutual Automobile Insurance
Illinois
$786K – – –
BHA
1599
Beech Hill Advisors
New York
$783K – – –
AF
1600
Advisornet Financial
Minnesota
$782K +$782K +3,947 New
62 63
64
65 66