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 %
MCM
626
Marsico Capital Management
Colorado
$8.45M -$5.08M -30,463 -38%
NC
627
Northpointe Capital
Michigan
$8.41M +$167 +1 +0%
CCT
628
Chemung Canal Trust
New York
$8.37M -$159K -956 -2%
AF
629
Alerus Financial
North Dakota
$8.36M -$115K -692 -1%
WMSA
630
Weiss Multi-Strategy Advisers
New York
$8.34M +$8.34M +50,060 New
RSVP
631
Ramsay Stattman Vela & Price
Colorado
$8.34M -$259K -1,551 -3%
PHS
632
Pekin Hardy Strauss
Illinois
$8.33M +$52.5K +315 +0.6%
LPC
633
Loeb Partners Corp
New York
$8.29M – – –
AFG
634
Albion Financial Group
Utah
$8.29M +$36.8K +221 +0.4%
EWM
635
Edge Wealth Management
New York
$8.2M +$448K +2,685 +6%
YL
636
YCG LLC
Texas
$8.18M -$3.61M -21,661 -31%
MPM
637
Meritage Portfolio Management
Kansas
$8.18M +$313K +1,877 +4%
FLII
638
First Long Island Investors
New York
$8.17M -$225K -1,352 -3%
FG
639
Fiduciary Group
Georgia
$8.12M +$494K +2,966 +6%
AWM
640
Altavista Wealth Management
North Carolina
$8.12M +$19.3K +116 +0.2%
CTI
641
Community Trust & Investment
Kentucky
$8.1M +$29.2K +175 +0.4%
PP
642
Palladium Partners
Virginia
$8.1M +$941K +5,644 +13%
ANBT
643
American National Bank & Trust
Texas
$8.08M -$760K -4,557 -9%
RCG
644
Ruggie Capital Group
Florida
$8.06M +$1.9M +11,416 +31%
AAM
645
Autus Asset Management
Arizona
$8.05M -$69.2K -415 -0.9%
CA
646
Cornerstone Advisors
North Carolina
$8M – – –
NRS
647
Neville Rodie & Shaw
New York
$7.96M +$2.2M +13,178 +38%
SC
648
SouthState Corp
Florida
$7.95M -$130K -780 -2%
WCF
649
West Coast Financial
California
$7.95M -$131K -788 -2%
WRM
650
Weybosset Research & Management
Rhode Island
$7.91M -$88.3K -530 -1%
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