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 %
DAM
751
Davis Asset Management
California
$5.83M – – –
SFSG
752
Stearns Financial Services Group
North Carolina
$5.82M -$264K -1,586 -4%
ATIA
753
American Trust Investment Advisors
New Hampshire
$5.81M +$75K +450 +1%
BPCE
754
Bank Pictet & Cie (Europe)
Germany
$5.8M +$1.44M +8,655 +33%
RTS
755
Round Table Services
New Jersey
$5.76M +$2.02M +12,145 +54%
GAM
756
Gotham Asset Management
New York
$5.73M +$3.92M +23,506 +216%
FFWA
757
FRG Family Wealth Advisors
Washington
$5.72M +$67.8K +405 +1%
SPIA
758
Steward Partners Investment Advisory
New York
$5.72M +$5.14M +30,826 +890%
CC
759
Cipher Capital
New York
$5.69M +$1.82M +10,917 +47%
MC
760
Middleton & Co
Massachusetts
$5.68M +$490K +2,941 +9%
Daiwa Securities Group
761
Daiwa Securities Group
Japan
$5.68M +$467K +2,800 +9%
NB
762
NBT Bank
New York
$5.65M +$4.5K +27 +0.1%
CWM
763
Calamos Wealth Management
Illinois
$5.64M +$1.22M +7,304 +28%
IRF
764
IBM Retirement Fund
New York
$5.64M -$31.9M -151,372 -85%
PAI
765
Pittenger & Anderson Inc
Nebraska
$5.57M -$249K -1,492 -4%
PA
766
Parallel Advisors
California
$5.56M +$1.84M +11,022 +49%
EML
767
Eos Management LP
New York
$5.54M – – –
PWM
768
Perigon Wealth Management
California
$5.53M -$275K -1,652 -5%
KAS
769
Kemnay Advisory Services
New York
$5.52M +$169K +1,013 +3%
BOTW
770
Bank of the West
California
$5.48M -$382K -2,292 -7%
TPW
771
Tiller Private Wealth
Pennsylvania
$5.45M +$79.2K +475 +1%
WSFS
772
Wilmington Savings Fund Society
Delaware
$5.44M -$516K -3,095 -9%
RCM
773
RB Capital Management
Nevada
$5.44M +$114K +683 +2%
TFCP
774
Twin Focus Capital Partners
Massachusetts
$5.44M +$758K +4,549 +16%
RMAM
775
Raab & Moskowitz Asset Management
New Jersey
$5.42M +$120K +717 +2%
29 30
31
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