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 %
HT
1626
Heritage Trust
Oklahoma
$730K -$21.8K -110 -3%
FC
1627
Forte Capital
New York
$727K +$30.3K +153 +4%
WWM
1628
Windsor Wealth Management
Indiana
$727K +$727K +3,669 New
IT
1629
Independence Trust
Tennessee
$725K -$5.94K -30 -0.8%
CA
1630
Calton & Associates
Florida
$723K +$723K +3,358 New
CWM
1631
Confluence Wealth Management
Oregon
$721K -$2.18K -11 -0.3%
SQA
1632
Simon Quick Advisors
New Jersey
$719K -$1.03M -4,790 -59%
TCM
1633
Tradition Capital Management
New Jersey
$719K +$4.95K +25 +0.7%
TH
1634
Timber Hill
Connecticut
$717K +$717K +3,616 New
TCM
1635
Tradewinds Capital Management
Washington
$716K – – –
HDIM
1636
Hanson & Doremus Investment Management
Vermont
$712K +$42K +212 +6%
CT
1637
Clearstead Trust
Maine
$707K – – –
LRIA
1638
Leonard Rickey Investment Advisors
Washington
$707K +$707K +3,565 New
SWA
1639
Sutton Wealth Advisors
Florida
$706K -$32.7K -165 -4%
ABTD
1640
Arvest Bank Trust Division
Oklahoma
$705K – – –
DMC
1641
Drexel Morgan & Co
Pennsylvania
$704K – – –
VCM
1642
Virtue Capital Management
Tennessee
$702K +$702K +3,540 New
SAM
1643
Seelaus Asset Management
New Jersey
$701K +$701K +3,535 New
OLA
1644
Oliver Luxxe Assets
New Jersey
$699K – – –
VCM
1645
Vivaldi Capital Management
Illinois
$699K +$102K +512 +17%
OAJ
1646
Ogorek Anthony Joseph
New York
$697K – – –
SCA
1647
Sander Capital Advisors
Washington
$696K +$696K +3,500 New
RHAM
1648
Round Hill Asset Management
California
$695K – – –
AA
1649
Alesco Advisors
New York
$691K – – –
MPIA
1650
Mountain Pacific Investment Advisers
Idaho
$691K +$29.7K +150 +4%
64 65
66
67 68