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 %
CCM
826
Corsair Capital Management
New York
$4.51M +$3.97M +23,804 +738%
HW
827
Hedeker Wealth
Illinois
$4.5M -$321K -1,925 -7%
SYBT
828
Stock Yards Bank & Trust
Kentucky
$4.43M +$900K +5,396 +25%
WC
829
Whitnell & Co
Illinois
$4.42M -$38K -228 -0.9%
Cerity Partners
830
Cerity Partners
New York
$4.41M +$3.89M +23,358 +752%
CCP
831
Corient Capital Partners
California
$4.39M -$109K -656 -2%
WKWM
832
Walter & Keenan Wealth Management
Indiana
$4.38M +$450K +2,700 +11%
LCS
833
Levin Capital Strategies
New York
$4.33M -$180K -1,077 -4%
AP
834
Advisor Partners
California
$4.3M +$397K +2,384 +10%
NL
835
NWAM LLC
Washington
$4.29M +$255K +1,528 +6%
MCM
836
MAI Capital Management
Ohio
$4.26M +$65.2K +391 +2%
ZIG
837
Zurich Insurance Group
Switzerland
$4.26M +$1.43M +8,560 +50%
BCM
838
Beddow Capital Management
Wyoming
$4.26M +$145K +870 +4%
PWW
839
Pettyjohn Wood & White
Virginia
$4.21M +$5.83K +35 +0.1%
MA
840
Montag & Associates
Georgia
$4.19M -$165K -990 -4%
B
841
Brightworth
Georgia
$4.19M -$427K -2,562 -9%
RCP
842
Rothschild Capital Partners
New York
$4.19M +$4.19M +25,115 New
SWM
843
Stockman Wealth Management
Montana
$4.17M +$217K +1,300 +5%
MBTD
844
Mechanics Bank - Trust Department
California
$4.16M -$472K -2,830 -10%
ASN
845
Advisory Services Network
Georgia
$4.16M +$4.16M +24,941 New
MCM
846
Maryland Capital Management
Maryland
$4.12M -$25K -150 -0.6%
II
847
IFM Investors
Australia
$4.12M +$1.61M +9,661 +64%
RG
848
Rikoon Group
New Mexico
$4.09M -$51.9K -314 -1%
CT
849
Cambridge Trust
Massachusetts
$4.05M +$164K +985 +4%
TBA
850
Tower Bridge Advisors
Pennsylvania
$4.04M +$104K +626 +3%
32 33
34
35 36