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 %
IWP
1701
Icon Wealth Partners
Texas
$620K +$620K +3,126 New
AWM
1702
Aries Wealth Management
Maine
$618K +$618K +2,900 New
GAMC
1703
Garner Asset Management Corp
Texas
$606K – – –
Aristotle Capital Management
1704
Aristotle Capital Management
California
$605K – – –
ACS
1705
Archford Capital Strategies
Illinois
$605K +$11.1K +56 +2%
CFA
1706
Capstone Financial Advisors
Illinois
$604K -$10.9K -55 -2%
CC
1707
Cornerstone Capital
California
$602K +$233K +1,174 +63%
RHBC
1708
R.H. Bluestein & Co
Michigan
$601K -$713K -3,597 -54%
JGUA
1709
John G. Ullman & Associates
New York
$600K – – –
GWM
1710
Greenwich Wealth Management
Connecticut
$600K +$3.77K +19 +0.6%
BTIS
1711
BB&T Investment Services
North Carolina
$599K +$21.3K +107 +4%
LCM
1712
Leisure Capital Management
California
$598K +$31.7K +160 +6%
CHA
1713
Cedar Hill Associates
Illinois
$597K -$2.38K -12 -0.4%
MC
1714
Matisse Capital
Oregon
$596K +$40.7K +205 +7%
MA
1715
Marshwinds Advisory
Georgia
$595K -$9.92K -50 -2%
TPWA
1716
TRUE Private Wealth Advisors
Oregon
$592K +$207K +1,047 +54%
VNA
1717
VNBTrust National Association
Virginia
$591K -$397 -2 -0.1%
PFO
1718
Pathstone Family Office
New Jersey
$590K -$580K -2,931 -50%
CAW
1719
Cornerstone Advisors (Washington)
Washington
$588K -$78.3K -395 -12%
AF
1720
Affiance Financial
Minnesota
$584K – – –
CC
1721
Cedar Capital
Illinois
$583K +$153K +774 +36%
OAM
1722
Oak Asset Management
California
$583K +$583K +2,939 New
CHJWM
1723
Carlton Hofferkamp & Jenks Wealth Management
Texas
$575K – – –
SSA
1724
South Street Advisors
New York
$572K -$137K -690 -19%
BCA
1725
Berman Capital Advisors
Georgia
$572K +$572K +2,884 New
67 68
69
70 71