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 %
BMM
1976
Berkshire Money Management
Massachusetts
$280K +$3.96K +20 +1%
HBT
1977
Hills Bank & Trust
Iowa
$279K -$169K -850 -38%
CWM
1978
Cahaba Wealth Management
Georgia
$279K -$19.4K -98 -7%
VWM
1979
Venturi Wealth Management
Texas
$279K -$8.33K -42 -3%
WAM
1980
Winslow Asset Management
Ohio
$278K – – –
DDPIC
1981
Deroy & Devereaux Private Investment Counsel
Michigan
$278K – – –
CISOA
1982
Capital Investment Services of America
Wisconsin
$278K – – –
VWM
1983
Valley Wealth Managers
New Jersey
$278K – – –
MMM
1984
Mendel Money Management
Illinois
$278K +$278K +1,402 New
WSC
1985
Wellington Shields & Co
New York
$277K -$19.8K -100 -7%
SAM
1986
Stansberry Asset Management
Texas
$277K +$277K +1,396 New
RPGK
1987
Retirement Planning Group (Kansas)
Kansas
$275K – – –
GHAM
1988
Gilman Hill Asset Management
Connecticut
$273K -$33.7K -170 -11%
HBWM
1989
Hollow Brook Wealth Management
New York
$273K – – –
FLI
1990
Family Legacy Inc
South Carolina
$272K +$272K +1,371 New
JIR
1991
James Investment Research
Ohio
$268K -$99.3K -500 -27%
CWM
1992
Capital Wealth Management
Rhode Island
$264K +$264K +1,332 New
FPIS
1993
Financial Planning & Information Services
Wisconsin
$262K – – –
ME
1994
McIlrath & Eck
Washington
$261K +$261K +1,319 New
CGA
1995
Crescent Grove Advisors
Illinois
$260K – – –
PCA
1996
Private Capital Advisors
Connecticut
$258K -$31.8K -160 -11%
BIM
1997
Bridgecreek Investment Management
Oklahoma
$258K – – –
OPTFSNA
1998
Old Point Trust & Financial Services N A
Virginia
$258K – – –
ACM
1999
Advisors Capital Management
New Jersey
$253K -$5.16K -26 -2%
MFG
2000
Merit Financial Group
Georgia
$253K +$253K +1,279 New
78 79
80
81 82