BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,929 hedge funds and large institutions have $148B invested in Berkshire Hathaway Class B in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 721 increasing their positions, 796 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,929
Holders Change
+32
Holders Change %
+1.69%
% of All Funds
48.09%
Holding in Top 10
373
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.1%
% of All Funds
9.3%
New
109
Increased
721
Reduced
796
Closed
57
Calls
$1.4B
Puts
$1.08B
Net Calls
+$315M
Net Calls Change
+$289M

Top Buyers

1
BlackRock
BlackRock
New York
+$16.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$748M
3
State Street
State Street
Massachusetts
+$234M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$226M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$205M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$833M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$347M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$196M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$140M
5
Citadel Advisors
Citadel Advisors
Florida
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
351
Rathbones Group
United Kingdom
$26.8M -$458K -2,749 -2%
Luther King Capital Management (LKCM)
352
Luther King Capital Management (LKCM)
Texas
$26.7M +$1.86M +11,179 +7%
CB
353
Commerce Bank
Missouri
$26.7M +$1.15M +6,873 +4%
CCA
354
Covey Capital Advisors
Georgia
$26.5M – – –
DCM
355
Dupont Capital Management
Delaware
$26.1M +$5.35M +32,101 +26%
OWP
356
Obermeyer Wealth Partners
Colorado
$26M +$837K +5,019 +3%
AIA
357
Avalon Investment & Advisory
Texas
$25.9M +$1.08M +6,488 +4%
CA
358
Commerzbank Aktiengesellschaft
Germany
$25.8M +$12.7M +76,472 +98%
IAM
359
Impax Asset Management
New Hampshire
$25.7M – – –
TAM
360
Tocqueville Asset Management
New York
$25.6M -$443K -2,660 -2%
CAG
361
Crestwood Advisors Group
Massachusetts
$24.8M +$655K +3,946 +3%
CAM
362
Capstone Asset Management
Texas
$24.7M -$60.8K -365 -0.2%
First Trust Advisors
363
First Trust Advisors
Illinois
$24.6M -$1.47M -8,829 -6%
LI
364
Lafayette Investments
Maryland
$24.5M -$217K -1,299 -0.9%
RC
365
Roundview Capital
New Jersey
$24.3M -$9.35M -56,114 -28%
MA
366
MUFG Americas
New York
$24.2M -$1.74M -10,454 -7%
WPIC
367
White Pine Investment Company
Michigan
$24.2M -$406K -2,437 -2%
SAM
368
Shell Asset Management
Netherlands
$24M +$19.8K +119 +0.1%
CTC
369
Central Trust Company
Missouri
$24M -$317K -1,899 -1%
AG
370
Advisor Group
Arizona
$24M +$403K +2,420 +2%
MAM
371
Martingale Asset Management
Massachusetts
$24M +$8.64M +51,851 +56%
BBI
372
Baxter Bros Inc
Connecticut
$23.9M -$461K -2,765 -2%
AIM
373
Artemis Investment Management
United Kingdom
$23.9M -$2.84M -17,030 -11%
FAM
374
Fenimore Asset Management
New York
$23.9M +$214K +1,284 +0.9%
TGCM
375
Tukman Grossman Capital Management
California
$23.8M -$35.6M -213,779 -60%
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