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 %
CIA
2076
Cascade Investment Advisors
Oregon
$153K +$198 +1 +0.1%
Kovitz Investment Group Partners
2077
Kovitz Investment Group Partners
Illinois
$143K -$4.51K -22,775 -3%
GF
2078
Goodman Financial
Texas
$140K +$140K +705 New
BG
2079
Bollard Group
Massachusetts
$139K – – –
SEIA
2080
Signature Estate & Investment Advisors
California
$139K +$29.7K +150 +27%
NSB
2081
Norway Savings Bank
Maine
$135K +$6.95K +35 +5%
IBOK
2082
Independence Bank of Kentucky
Kentucky
$132K +$132K +665 New
FWC
2083
First Washington Corp
Washington
$129K – – –
PRS
2084
Pinkerton Retirement Specialists
Idaho
$129K +$5.94K +30 +5%
WWM
2085
Wagner Wealth Management
South Carolina
$126K +$126K +610 New
MWM
2086
MinichMacGregor Wealth Management
New York
$123K – – –
BCP
2087
Blue Chip Partners
Michigan
$122K – – –
VIP
2088
Vantage Investment Partners
Missouri
$112K – – –
RBC
2089
Roble Belko & Company
Pennsylvania
$110K – – –
RFM
2090
Royal Fund Management
Florida
$110K +$16.8K +85 +18%
WAM
2091
Watermark Asset Management
California
$107K – – –
SAS
2092
Stelac Advisory Services
New York
$107K +$107K +540 New
HFP
2093
Holistic Financial Partners
Indiana
$101K +$101K +508 New
DPA
2094
Delphi Private Advisors
California
$100K – – –
MFT
2095
Moisand Fitzgerald Tamayo
Florida
$99K -$41.7K -210 -30%
CRM
2096
Cramer Rosenthal McGlynn
Connecticut
$99K – – –
SAM
2097
Solaris Asset Management
New York
$99K – – –
FCT
2098
Family Capital Trust
Massachusetts
$99K – – –
PR
2099
Payden & Rygel
California
$98K – – –
FRA
2100
Front Row Advisors
California
$94K +$94K +476 New
82 83
84
85 86