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 %
GA
1876
Greytown Advisors
Florida
$378K – – –
AAMA
1877
Advanced Asset Management Advisors
Ohio
$376K +$376K +1,896 New
KLWA
1878
Kelly Lawrence W & Associates
California
$374K – – –
FNB
1879
Farmers National Bank
Kentucky
$373K +$25.4K +128 +7%
SIC
1880
Shoker Investment Counsel
Ohio
$371K – – –
SFG
1881
StrategIQ Financial Group
Indiana
$371K – – –
GCA
1882
Gradient Capital Advisors
California
$370K +$370K +1,865 New
4IG
1883
440 Investment Group
Kansas
$369K +$62.3K +314 +20%
BMC
1884
Beaton Management Company
Massachusetts
$368K +$204K +1,030 +125%
KA
1885
Kaizen Advisory
Illinois
$367K +$367K +1,850 New
AIM
1886
Arcadia Investment Management
Michigan
$365K – – –
ODCM
1887
Old Dominion Capital Management
Virginia
$365K – – –
HCM
1888
Hengehold Capital Management
Ohio
$363K -$11.1K -56 -3%
SCA
1889
Spearhead Capital Advisors
Florida
$363K +$363K +1,831 New
ACM
1890
AUA Capital Management
Pennsylvania
$361K – – –
PAM
1891
Palisade Asset Management
Minnesota
$358K -$3.17K -16 -0.9%
FAM
1892
Fred Alger Management
New York
$357K +$357K +1,800 New
JPG
1893
Jordan Park Group
California
$357K +$357K +1,800 New
HCA
1894
Harbour Capital Advisors
Virginia
$356K – – –
AIA
1895
Allied Investment Advisors
Montana
$356K +$356K +1,794 New
RSS
1896
Rosenblum Silverman Sutton
California
$353K – – –
NG
1897
NatWest Group
United Kingdom
$352K -$317K -1,600 -47%
AAS
1898
Annex Advisory Services
Wisconsin
$352K +$9.92K +50 +3%
CCA
1899
Conservest Capital Advisors
Pennsylvania
$352K +$12.9K +65 +4%
GA
1900
Gateway Advisory
New Jersey
$351K +$351K +1,771 New
74 75
76
77 78