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 %
FMTCOCP
2101
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93.2K – – –
IDBONY
2102
Israel Discount Bank of New York
New York
$93K – – –
BCP
2103
Blackhawk Capital Partners
Wisconsin
$89K +$89K +450 New
SPI
2104
Santori & Peters Inc
Pennsylvania
$89K +$89K +457 New
FFC
2105
First Financial Corp
Indiana
$87K – – –
CWM
2106
Cranbrook Wealth Management
Michigan
$85K +$5.93K +30 +8%
KIG
2107
Kessler Investment Group
Indiana
$83K +$83K +420 New
SC
2108
Sawyer & Company
Massachusetts
$80K +$80K +404 New
WWM
2109
Willingdon Wealth Management
North Carolina
$79K +$22.8K +115 +41%
NPP
2110
New Potomac Partners
Maryland
$79K +$79K +400 New
MUS
2111
Mitsubishi UFJ Securities
Japan
$75K -$27.6K -140 -27%
CAL
2112
Capital Advisors Ltd
Ohio
$75K – – –
MIC
2113
MU Investments Company
Japan
$74K -$20K -100 -21%
PFGIA
2114
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$30K +150 +75%
SWMG
2115
Signature Wealth Management Group
Georgia
$69K +$69K +350 New
AW
2116
Alpha Windward
Massachusetts
$60K -$5.92K -30 -9%
AA
2117
AlphaMark Advisors
Kentucky
$59K – – –
BCM
2118
Brasada Capital Management
Texas
$59K +$59K +300 New
CA
2119
Centerpoint Advisors
Massachusetts
$59K +$59K +300 New
CIM
2120
Contravisory Investment Management
Massachusetts
$55K -$11K -55 -17%
WAS
2121
WESPAC Advisors SoCal
California
$53K – – –
TODC
2122
Trustees of Dartmouth College
New Hampshire
$47K +$47K +235 New
AI
2123
ArchPoint Investors
Florida
$45K – – –
GGHC
2124
Gilder Gagnon Howe & Co
New York
$43K +$3.55K +18 +9%
CAM
2125
Cacti Asset Management
Georgia
$40K – – –
83 84
85
86 87