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 %
PC
1751
Permit Capital
Pennsylvania
$530K – – –
BFO
1752
Biltmore Family Office
North Carolina
$529K +$529K +2,669 New
WMC
1753
Westwood Management Corporation
Illinois
$525K – – –
AIM
1754
Acropolis Investment Management
Missouri
$519K +$99.9K +504 +24%
WIM
1755
Westside Investment Management
California
$519K +$5.88K +29 +1%
HCM
1756
Hutchinson Capital Management
California
$518K +$155K +780 +43%
CHP
1757
Cable Hill Partners
Oregon
$517K +$27.5K +137 +6%
LA
1758
Lynch & Associates
Indiana
$512K -$298K -1,500 -37%
BWA
1759
BDO Wealth Advisors
Florida
$512K – – –
GLA
1760
Good Life Advisors
Pennsylvania
$512K +$19.8K +98 +4%
LC
1761
Landaas & Company
Wisconsin
$511K – – –
AEPG
1762
American Economic Planning Group
New Jersey
$508K +$55.9K +282 +12%
LWS
1763
Lucia Wealth Services
California
$507K +$507K +2,557 New
CSM
1764
CAMG Solamere Management
North Carolina
$506K +$1.79K +9 +0.4%
CP
1765
Cumberland Partners
Ontario, Canada
$505K -$16.9K -85 -3%
AFS
1766
Access Financial Services
Minnesota
$502K -$176K -888 -26%
FDS
1767
First Dallas Securities
Texas
$501K +$501K +1,028 New
APSP
1768
Asset Planning Services (Pennsylvania)
Pennsylvania
$499K – – –
AWM
1769
Aevitas Wealth Management
Massachusetts
$499K +$499K +2,519 New
GKWIM
1770
Gerber Kawasaki Wealth & Investment Management
California
$497K -$21.8K -110 -4%
GC
1771
Gibson Capital
Pennsylvania
$497K – – –
FUBT
1772
First United Bank & Trust
Maryland
$492K – – –
NCM
1773
Noesis Capital Mangement
Florida
$486K – – –
DRD
1774
Dennis R. Delaney
$485K -$49.5K -250 -9%
WIP
1775
Wellesley Investment Partners
Massachusetts
$484K +$3.96K +20 +0.8%
69 70
71
72 73