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 %
SAM
2126
Shamrock Asset Management
Texas
$40K – – –
LWA
2127
Lowe Wealth Advisors
Maryland
$40K – – –
SFPIA
2128
Stevens First Principles Investment Advisors
California
$36K – – –
RIA
2129
RPG Investment Advisory
California
$35K – – –
HWM
2130
Holloway Wealth Management
Florida
$33K -$31K – –
DSN
2131
D. Scott Neal
Kentucky
$30K -$50K -250 -63%
FGC
2132
Financial Gravity Companies
Texas
$30K +$30K +138 New
GEA
2133
Glen Eagle Advisors
New Jersey
$26.4K -$116K -584 -81%
AMCA
2134
Arthur M. Cohen & Associates
Illinois
$26.1K +$26.1K +127,941 New
MPPLM
2135
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$20K +$20K +99 New
TFA
2136
Toth Financial Advisory
Virginia
$20K +$20K +100 New
Walleye Trading
2137
Walleye Trading
New York
$16.6K -$2.42K -12,229 -13%
PO
2138
Private Ocean
California
$14K -$288K -1,417 -95%
ED
2139
Exane Derivatives
France
$12.7K -$20.5K -103 -62%
RCG
2140
Ruggie Capital Group
Florida
$12K +$155 +622 +1%
OFS
2141
Orrstown Financial Services
Pennsylvania
$10K – – –
ST
2142
Somerset Trust
Pennsylvania
$9K -$11K -55 -55%
HS
2143
Horan Securities
United States
$5K – – –
SP
2144
SWS Partners
Ohio
$5K +$5K +25 New
PCG
2145
Private Capital Group
Connecticut
$4.09K +$4.09K +20,620 New
NIM
2146
NuWave Investment Management
New Jersey
$4K +$4K +20 New
WCM
2147
Wealthcare Capital Management
Virginia
$3K – – –
CCT
2148
Capital City Trust
Florida
$2.43K -$207 -1,043 -8%
FA
2149
Fortis Advisors
Pennsylvania
$2K +$2K +10 New
PWM
2150
Paulson Wealth Management
Illinois
$2K +$2K +10 New
84 85
86
87 88