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 %
AIP
1776
Almanack Investment Partners
Pennsylvania
$484K +$172K +867 +55%
WPA
1777
West Paces Advisors
Georgia
$483K +$10.5K +53 +2%
CM
1778
Cornerstone Management
Georgia
$483K -$20.2K -102 -4%
SAM
1779
Sequent Asset Management
Texas
$481K – – –
HCM
1780
Hodges Capital Management
Texas
$480K +$53.7K +271 +13%
AIM
1781
Advantage Investment Management
Iowa
$479K -$19.8K -100 -4%
SFP
1782
Shepherd Financial Partners
Massachusetts
$479K -$11.5K -58 -2%
DAC
1783
Dividend Assets Capital
South Carolina
$478K – – –
LRIC
1784
Long Road Investment Counsel
Michigan
$476K – – –
FPGK
1785
Financial Partners Group (Kansas)
Kansas
$473K +$473K +2,388 New
BRA
1786
Biechele Royce Advisors
Indiana
$473K +$473K +2,388 New
1IA
1787
1834 Investment Advisors
Wisconsin
$472K -$4.95K -25 -1%
MTC
1788
McDaniel Terry & Co
Texas
$470K -$5.94K -30 -1%
FIM
1789
Fernwood Investment Management
Massachusetts
$470K +$91.5K +462 +24%
TDC
1790
Thompson Davis & Co
Virginia
$470K +$199K +1,003 +73%
BMM
1791
Buffington Mohr McNeal
Idaho
$468K – – –
SNT
1792
Security National Trust
West Virginia
$467K – – –
BI
1793
Boulegeris Investments
Georgia
$467K +$19.8K +100 +4%
B
1794
Bellecapital
Switzerland
$466K +$66.1K +333 +17%
HFA
1795
HC Financial Advisors
California
$466K +$466K +2,352 New
JMFC
1796
J.M. Forbes & Co
Massachusetts
$465K – – –
MCM
1797
Marathon Capital Management
Maryland
$465K +$109K +550 +31%
1WA
1798
180 Wealth Advisors
Washington
$464K +$464K +2,342 New
CAL
1799
Capital Analysts LLC
Pennsylvania
$462K -$11.1K -56 -2%
IOOF
1800
Independent Order of Foresters
Ontario, Canada
$461K -$256K -1,290 -36%
70 71
72
73 74