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 %
GWA
801
Guidant Wealth Advisors
Illinois
$5M +$103K +619 +2%
BFPW
802
BOK Financial Private Wealth
Colorado
$4.96M -$101K -608 -2%
WHG
803
Westwood Holdings Group
Texas
$4.95M +$2.17M +13,003 +78%
SAM
804
Summit Asset Management
Tennessee
$4.95M +$80.8K +485 +2%
PWP
805
Private Wealth Partners
California
$4.89M -$296K -1,775 -6%
AW
806
ACG Wealth
Georgia
$4.88M +$671K +4,027 +16%
BAS
807
Brown Advisory Securities
Maryland
$4.87M +$141K +847 +3%
CGT
808
Capital Guardian Trust
California
$4.84M -$158K -945 -3%
AIM
809
Achmea Investment Management
Netherlands
$4.82M +$4.82M +28,939 New
DIA
810
Dean Investment Associates
Ohio
$4.81M -$410K -2,460 -8%
AWM
811
Arbor Wealth Management
Florida
$4.79M -$77.9K -477 -2%
SHCM
812
Stokes & Hubbell Capital Management
Louisiana
$4.75M +$99.3K +596 +2%
WSTAM
813
Wilbanks Smith & Thomas Asset Management
Virginia
$4.75M -$64.5K -387 -1%
PAM
814
Private Asset Management
California
$4.73M +$308K +1,849 +7%
HCC
815
Hirtle Callaghan & Co
Pennsylvania
$4.7M +$4.7M +28,222 New
Pacer Advisors
816
Pacer Advisors
Pennsylvania
$4.69M -$2.68M -16,106 -36%
CA
817
Clearstead Advisors
Ohio
$4.66M +$113K +675 +2%
PJSIMP
818
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.64M +$361K +2,168 +8%
MWM
819
Mission Wealth Management
California
$4.62M +$2.57M +15,411 +125%
MPAM
820
Murphy Pohlad Asset Management
Minnesota
$4.61M -$159K -955 -3%
GMA
821
Goldstein Munger & Associates
California
$4.59M – – –
KS
822
Karpas Strategies
Connecticut
$4.56M – – –
RMC
823
Regis Management Company
California
$4.56M -$81K -486 -2%
BJL
824
Brighton Jones LLC
Washington
$4.54M +$2.49M +14,958 +122%
AWA
825
ARS Wealth Advisors
Florida
$4.53M -$39.2K -235 -0.9%
31 32
33
34 35