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 %
MCM
1601
Maryland Capital Management
Maryland
$781K -$3.99M -20,150 -84%
SHJ
1602
Sharkey, Howes & Javer
Colorado
$779K – – –
BWM
1603
Baystate Wealth Management
Massachusetts
$779K +$20.5K +95 +3%
Assenagon Asset Management
1604
Assenagon Asset Management
Luxembourg
$772K -$116M -585,162 -99%
BMC
1605
Benin Management Corp
Connecticut
$772K +$139K +700 +22%
ODG
1606
O'Dell Group
Ohio
$771K – – –
BT
1607
Brandywine Trust
Delaware
$768K -$99.1K -500 -11%
GC
1608
Gilbert & Cook
Iowa
$768K +$28.8K +145 +4%
BWA
1609
Burt Wealth Advisors
Maryland
$763K +$94.6K +477 +14%
BC
1610
Banced Corp
Illinois
$761K -$332K -1,165 -30%
ACM
1611
Armbruster Capital Management
New York
$760K +$6.34K +32 +0.8%
VA
1612
Valmark Advisers
Ohio
$756K +$161K +811 +27%
PCM
1613
Peak Capital Management
Colorado
$752K -$102K -558 -12%
CNB
1614
Camden National Bank
Maine
$748K +$4.76K +24 +0.6%
KP
1615
Keel Point
Alabama
$744K -$1.98K -10 -0.3%
SVCP
1616
Silicon Valley Capital Partners
California
$744K +$51.2K +258 +7%
PPCM
1617
Pillar Pacific Capital Management
California
$743K +$2.97K +15 +0.4%
AFC
1618
AFT Forsyth & Company
Florida
$741K +$741K +3,738 New
WF
1619
WealthTrust Fairport
Ohio
$740K -$288K -1,454 -28%
CIAS
1620
Capital Investment Advisory Services
North Carolina
$740K +$9.91K +50 +1%
VCWA
1621
Vanguard Capital Wealth Advisors
Colorado
$740K +$740K +3,731 New
LCM
1622
LVM Capital Management
Michigan
$739K – – –
BMCM
1623
Bryn Mawr Capital Management
Pennsylvania
$733K – – –
TA
1624
Townsend & Associates
Colorado
$731K +$731K +3,689 New
BRF
1625
B. Riley Financial
California
$730K -$55.1K -278 -7%
63 64
65
66 67