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 %
PGA
1926
Portland Global Advisors
Maine
$323K – – –
AWA
1927
Artemis Wealth Advisors
New York
$323K +$263K +1,329 +443%
JCM
1928
Jag Capital Management
Missouri
$321K -$19.8K -100 -6%
UF
1929
Univest Financial
Pennsylvania
$320K – – –
TBNY
1930
Trustco Bank (New York)
New York
$320K – – –
PA
1931
Probity Advisors
Texas
$319K -$7.14K -36 -2%
RFO
1932
RiverGlades Family Offices
Florida
$319K +$319K +1,610 New
NCM
1933
Narwhal Capital Management
Georgia
$318K – – –
RCA
1934
Rex Capital Advisors
Rhode Island
$317K – – –
DK
1935
Darrell & King
Virginia
$317K – – –
ANB
1936
Amarillo National Bank
Texas
$315K – – –
FPCP
1937
Fort Point Capital Partners
California
$315K +$14.5K +73 +5%
BONST
1938
Bank of Nova Scotia Trust
Ontario, Canada
$314K -$183K -922 -37%
SCM
1939
Stordahl Capital Management
Colorado
$313K +$313K +1,581 New
CTA
1940
Chesley Taft & Associates
Illinois
$312K +$27.2K +137 +10%
KIM
1941
Karpus Investment Management
New York
$310K +$62.2K +314 +25%
REMPR
1942
Roof Eidam Maycock Peralta (REMP)
California
$307K – – –
IA
1943
Independence Advisors
Pennsylvania
$306K -$4.36K -22 -1%
DWM
1944
Dakota Wealth Management
Florida
$306K – – –
NCM
1945
Northwest Capital Management
Oregon
$306K +$306K +1,545 New
C
1946
Cerebellum
California
$305K +$305K +1,538 New
KWA
1947
KCS Wealth Advisory
California
$305K +$305K +1,539 New
NEPPG
1948
New England Professional Planning Group
Rhode Island
$304K +$304K +1,512 New
WC
1949
Weil Company
California
$304K +$304K +1,532 New
CCP
1950
Clarkston Capital Partners
Michigan
$303K -$15.9K -80 -5%
76 77
78
79 80