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 %
ASC
951
Atalanta Sosnoff Capital
New York
$3.11M -$2.31M -13,843 -43%
CB
952
Chemical Bank
Michigan
$3.08M +$44.7K +268 +1%
GCM
953
Grisanti Capital Management
New York
$3.08M +$95.8K +575 +3%
CCM
954
Consolidated Capital Management
California
$3.08M -$1.11M -6,639 -26%
FIM
955
Freedom Investment Management
Connecticut
$3.07M -$53.8K -323 -2%
LAM
956
Lebenthal Asset Management
New York
$3.06M +$73.9K +443 +2%
SWM
957
Segment Wealth Management
Texas
$3.06M +$989K +5,930 +48%
FHC
958
First Houston Capital
Texas
$3.05M -$91.7K -550 -3%
LNC
959
Lincoln National Corp
Pennsylvania
$3.05M +$142K +855 +5%
III
960
Independent Investors Inc
New York
$3.05M – – –
WP
961
WealthPLAN Partners
Nebraska
$3.03M +$3.03M +18,288 New
PK
962
Pflug Koory
Nebraska
$3.02M – – –
IB
963
Intrust Bank
Kansas
$3.02M +$163K +975 +6%
QCMNJ
964
Quantum Capital Management (New Jersey)
New Jersey
$3.02M -$66.2K -397 -2%
HT
965
HAP Trading
New York
$3.01M +$205K +1,227 +7%
RAM
966
Redmond Asset Management
Virginia
$3.01M -$143K -855 -5%
SACTSONJ
967
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3M – – –
AWA
968
Arete Wealth Advisors
Illinois
$3M -$42.8K -257 -1%
BP
969
Ballentine Partners
Massachusetts
$2.98M -$218K -1,310 -7%
WB
970
WesBanco Bank
West Virginia
$2.98M -$4K -24 -0.1%
PL
971
Plancorp LLC
Missouri
$2.93M -$4.67K -28 -0.2%
JIC
972
Joel Isaacson & Co
New York
$2.93M +$58.3K +350 +2%
1SB
973
1ST Source Bank
Indiana
$2.91M -$176K -1,057 -6%
Dodge & Cox
974
Dodge & Cox
California
$2.9M -$64.8K -389 -2%
TAM
975
Taurus Asset Management
New York
$2.89M -$16.7K -100 -0.6%
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