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 %
PAA
2051
Peregrine Asset Advisers
Oregon
$206K +$206K +1,040 New
SCP
2052
Silverleafe Capital Partners
Tennessee
$204K +$204K +1,027 New
SAM
2053
Strategy Asset Managers
California
$203K +$203K +1,022 New
WCWM
2054
Wooster Corthell Wealth Management
Connecticut
$203K +$203K +1,025 New
DA
2055
DSC Advisors
Illinois
$202K +$202K +1,018 New
DE
2056
Day & Ennis
Georgia
$201K +$201K +1,015 New
CGL
2057
Clarius Group LLC
Washington
$201K +$201K +1,016 New
BCAM
2058
Boston Common Asset Management
Massachusetts
$200K +$200K +1,011 New
BRC
2059
Bell Rock Capital
Delaware
$199K – – –
NC
2060
NewSquare Capital
Pennsylvania
$196K – – –
WOC
2061
West Oak Capital
California
$189K – – –
IF
2062
Ironwood Financial
Arizona
$189K – – –
TFO
2063
Tarbox Family Office
California
$188K -$2.19K -11 -1%
SIS
2064
Sound Income Strategies
Florida
$188K +$188K +948 New
SGAM
2065
Smith Group Asset Management
Texas
$179K -$3.97K -20 -2%
SFG
2066
SevenBridge Financial Group
Pennsylvania
$176K – – –
EARNEST Partners
2067
EARNEST Partners
Georgia
$176K +$176K +889 New
BWL
2068
Bogart Wealth LLC
Virginia
$166K +$3.76K +19 +2%
BI
2069
Bramshill Investments
Florida
$164K -$672K -3,397 -80%
PFA
2070
Pathway Financial Advisors
Vermont
$163K +$163K +821 New
NCM
2071
Nelson Capital Management
California
$159K -$85.5K -430 -35%
LD
2072
Lipe & Dalton
New York
$159K – – –
PCA
2073
Providence Capital Advisors
North Carolina
$159K +$159K +800 New
CB
2074
CNB Bank
Pennsylvania
$157K +$157K +790 New
SJIM
2075
St. Johns Investment Management
Florida
$155K – – –
81 82
83
84 85