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 %
AIM
926
Anchor Investment Management
South Carolina
$3.33M +$188K +1,130 +6%
NIMI
927
Natixis Investment Managers International
France
$3.33M +$426K +2,554 +15%
SCM
928
Shelton Capital Management
Colorado
$3.33M -$1.59M -9,565 -32%
NCM
929
Northside Capital Management
Oregon
$3.32M +$383K +2,300 +13%
SBIA
930
Sheaff Brock Investment Advisors
Indiana
$3.31M +$333 +2 +0%
HCP
931
Holt Capital Partners
Texas
$3.3M +$68.8K +413 +2%
SRC
932
Stone Run Capital
New York
$3.29M – – –
GIA
933
GHP Investment Advisors
Colorado
$3.29M -$4.67K -28 -0.1%
HIM
934
Harbour Investment Management
Washington
$3.29M -$318K -1,905 -9%
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$3.28M +$275K +1,651 +9%
SB
936
Simmons Bank
Arkansas
$3.27M -$55K -330 -2%
TWA
937
TCI Wealth Advisors
Arizona
$3.27M +$10.7K +64 +0.3%
AI
938
Atria Investments
North Carolina
$3.26M +$171K +1,023 +6%
DIA
939
Dana Investment Advisors
Wisconsin
$3.25M -$313K -1,876 -9%
RWA
940
Ropes Wealth Advisors
Massachusetts
$3.25M -$43K -258 -1%
ACPU
941
Arrowgrass Capital Partners (US)
Delaware
$3.24M +$2.74M +16,414 +547%
BFC
942
Blue Fin Capital
Rhode Island
$3.23M -$55K -330 -2%
BOS
943
Bingham Osborn & Scarborough
California
$3.22M -$148K -887 -4%
FTB
944
First Trust Bank
Bahamas
$3.22M – – –
Carson Wealth (CWM LLC)
945
Carson Wealth (CWM LLC)
Nebraska
$3.22M -$282K -1,694 -8%
FB
946
Fulton Bank
Pennsylvania
$3.2M -$410K -2,459 -11%
RIM
947
Regent Investment Management
Kentucky
$3.19M +$2.83M +16,963 +786%
SC
948
Savant Capital
Illinois
$3.18M +$888K +5,329 +39%
FLPIM
949
F.L. Putnam Investment Management
Massachusetts
$3.14M +$829K +4,971 +36%
IG
950
ING Group
Netherlands
$3.14M -$14.8M -88,654 -82%
36 37
38
39 40