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 %
BA
1901
BKS Advisors
Michigan
$349K – – –
LCM
1902
Lucas Capital Management
New Jersey
$346K -$43.6K -220 -11%
SHGA
1903
Sand Hill Global Advisors
California
$346K +$18.3K +92 +6%
BCI
1904
Brinker Capital Investments
Pennsylvania
$345K -$36.9K -186 -10%
CCM
1905
CWH Capital Management
Washington
$344K – – –
CAC
1906
Certified Advisory Corp
Florida
$344K +$344K +1,736 New
VAM
1907
Visionary Asset Management
Texas
$342K -$8.91K -45 -3%
QPWM
1908
Quadrant Private Wealth Management
Pennsylvania
$339K +$339K +1,711 New
SFS
1909
Strategic Financial Services
New York
$338K +$115K +579 +51%
AC
1910
Arjuna Capital
North Carolina
$338K +$338K +1,707 New
EMG
1911
Ellington Management Group
Connecticut
$337K +$337K +1,700 New
TI
1912
Truepoint Inc
Ohio
$334K -$335K -1,691 -50%
AGM
1913
Alpine Global Management
New York
$334K -$110K -554 -25%
MCWS
1914
McKinley Carter Wealth Services
West Virginia
$333K – – –
HWA
1915
Heritage Way Advisors
Illinois
$333K +$9.91K +50 +3%
PIM
1916
Progressive Investment Management
Oregon
$331K -$23.2K -117 -7%
BCA
1917
Bray Capital Advisors
Florida
$331K -$5.15K -26 -2%
OCM
1918
One Capital Management
California
$331K +$15.9K +80 +5%
RB
1919
Rodgers Brothers
Pennsylvania
$327K – – –
BCM
1920
BTC Capital Management
Iowa
$327K +$79.3K +400 +32%
IWA
1921
Independence Wealth Advisors
Virginia
$327K +$327K +1,650 New
FNBTCON
1922
First National Bank & Trust Co of Newtown
Pennsylvania
$326K -$7.93K -40 -2%
RP
1923
Riverbridge Partners
Minnesota
$326K – – –
KC
1924
KHP Capital
Oklahoma
$326K +$326K +1,644 New
BIG
1925
Bellwether Investment Group
Tennessee
$323K -$22.7K -115 -7%
75 76
77
78 79