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 %
CPA
701
Clear Perspective Advisors
Illinois
$6.82M -$186K -1,116 -3%
SF
702
Synovus Financial
Georgia
$6.79M -$314K -1,882 -4%
HCM
703
Hutner Capital Management
Vermont
$6.77M -$204K -1,222 -3%
SWM
704
SVA Wealth Management
Wisconsin
$6.75M -$474K -2,841 -7%
SI
705
Stephens Inc
Arkansas
$6.72M +$1.05M +6,305 +19%
TC
706
Trust Company
Kansas
$6.7M +$523K +3,137 +8%
FIB
707
First Interstate Bank
Montana
$6.69M -$526K -3,157 -7%
CPA
708
Court Place Advisors
Maryland
$6.68M – – –
CIM
709
Courant Investment Management
Tennessee
$6.67M – – –
BAM
710
Berkshire Asset Management
Pennsylvania
$6.65M – – –
CRC
711
Curi RMB Capital
Illinois
$6.61M -$1.92M -11,530 -23%
MSDF
712
Michael & Susan Dell Foundation
New York
$6.58M – – –
MKC
713
M. Kraus & Co
Vermont
$6.55M -$92.5K -555 -1%
BPC
714
Banque Pictet & Cie
Switzerland
$6.53M -$502K -3,010 -7%
AWM
715
Avior Wealth Management
Nebraska
$6.51M -$205K -1,231 -3%
CCFCSB
716
Cape Cod Five Cents Savings Bank
Massachusetts
$6.47M -$1.04M -6,261 -14%
OA
717
Outfitter Advisors
Virginia
$6.43M +$457K +2,740 +8%
BSPF
718
British Steel Pension Fund
United Kingdom
$6.43M -$522K -3,130 -8%
PLFAM
719
Pineno Levin & Ford Asset Management
Virginia
$6.42M -$43.5K -261 -0.7%
PCM
720
Palisade Capital Management
New Jersey
$6.38M +$315K +1,891 +5%
BBA
721
BLB&B Advisors
Pennsylvania
$6.34M -$148K -887 -2%
MRI
722
Mad River Investors
Massachusetts
$6.33M -$175K -1,050 -3%
BHIA
723
Birch Hill Investment Advisors
Massachusetts
$6.29M -$621K -3,725 -9%
LS
724
Livforsakringsbolaget Skandia
Sweden
$6.28M -$7.72M -46,300 -55%
SGAM
725
Steinberg Global Asset Management
Florida
$6.24M +$164K +983 +3%
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