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 %
IWA
1676
Intercontinental Wealth Advisors
Texas
$651K -$14.7K -74 -2%
MC
1677
Miles Capital
Iowa
$646K -$33.5K -169 -5%
GIP
1678
Greatmark Investment Partners
Georgia
$646K -$1.98K -10 -0.3%
KTA
1679
Keeley-Teton Advisors
Illinois
$644K – – –
WAP
1680
Wealthcare Advisory Partners
Pennsylvania
$642K +$222K +1,123 +53%
DC
1681
DeDora Capital
California
$642K +$642K +3,238 New
FWSM
1682
First Wilshire Securities Management
California
$641K – – –
IWA
1683
Inspirion Wealth Advisors
Illinois
$641K +$7.34K +37 +1%
KM
1684
Kalos Management
Georgia
$640K +$640K +3,231 New
CFD
1685
Creative Financial Designs
Indiana
$639K -$937K -4,726 -59%
WCM
1686
Weatherstone Capital Management
Colorado
$639K +$120K +600 +23%
CCM
1687
Carlson Capital Management
Minnesota
$635K +$20.8K +105 +3%
CPO
1688
Cerity Partners OCIO
New York
$635K +$91K +459 +17%
OIWM
1689
OptiFour Integrated Wealth Management
Virginia
$635K +$635K +3,204 New
PPSG
1690
Princeton Portfolio Strategies Group
New Jersey
$634K +$23.6K +119 +4%
CI
1691
Capital International
California
$634K +$634K +3,198 New
CFP
1692
Cornerstone Financial Partners
North Carolina
$634K +$634K +3,200 New
TSS
1693
Two Sigma Securities
New York
$632K +$632K +3,188 New
BWM
1694
Bernicke Wealth Management
Wisconsin
$628K +$45.2K +228 +8%
SCP
1695
Syntal Capital Partners
Texas
$627K +$627K +3,167 New
AT
1696
Argent Trust
Texas
$625K -$1.58M -7,979 -72%
BHBT
1697
Burke & Herbert Bank & Trust
Virginia
$625K – – –
MWM
1698
Mascoma Wealth Management
New Hampshire
$622K -$2.09M -10,000 -77%
NIC
1699
Northwest Investment Counselors
Oregon
$622K +$33.7K +170 +6%
FFW
1700
Fusion Family Wealth
New York
$620K +$486K +2,452 +363%
66 67
68
69 70