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 %
BWFA
1826
Baltimore-Washington Financial Advisors
Maryland
$429K +$69.3K +350 +19%
CTB
1827
Country Trust Bank
Illinois
$426K – – –
DLHL
1828
Donald L. Hagan LLC
Florida
$424K – – –
LIM
1829
Lagoda Investment Management
New York
$423K – – –
GAG
1830
GM Advisory Group
New York
$422K +$9.91K +50 +2%
EB
1831
Eastern Bank
Massachusetts
$421K -$198K -1,000 -32%
JFGLC
1832
Johnson Financial Group LLC (Colorado)
Colorado
$421K -$48.5K -245 -10%
RCM
1833
Radnor Capital Management
Pennsylvania
$420K – – –
BP
1834
Broadleaf Partners
Ohio
$418K +$418K +2,110 New
FA
1835
FC Advisory
Pennsylvania
$413K – – –
CHC
1836
City Holding Co
West Virginia
$412K +$6.15K +31 +2%
RA
1837
RFG Advisory
Alabama
$410K -$67.2K -331 -14%
CBN
1838
Cadence Bank NA
Texas
$410K +$29.5K +149 +8%
HPC
1839
Hobart Private Capital
North Carolina
$410K +$410K +2,067 New
CYG
1840
Clean Yield Group
Vermont
$409K – – –
RP
1841
Rowlandmiller & Partners
Georgia
$408K -$9.53M -47,852 -96%
YCM
1842
Yorkville Capital Management
New York
$408K -$342K -1,725 -46%
Members Trust
1843
Members Trust
Florida
$408K -$315K -1,590 -44%
PCFFS
1844
Pacific Center for Financial Services
California
$408K – – –
MA
1845
MCF Advisors
Kentucky
$408K – – –
NL
1846
NVWM LLC
Pennsylvania
$408K +$408K +2,060 New
CWM
1847
Circle Wealth Management
New Jersey
$402K – – –
DPI
1848
Diversified Portfolios Inc
Michigan
$402K +$5.55K +28 +1%
SI
1849
SimpliFi Inc
California
$400K +$400K +2,019 New
FIM
1850
Foresters Investment Management
New York
$399K +$64.7K +326 +19%
72 73
74
75 76