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 %
JFA
976
Johanson Financial Advisors
California
$2.89M +$2.89M +17,286 New
MC
977
Moors & Cabot
Massachusetts
$2.88M +$790K +4,736 +38%
ECM
978
Evergreen Capital Management
Washington
$2.88M -$240K -1,439 -8%
SFWA
979
Summit Financial Wealth Advisors
Louisiana
$2.88M -$101K -606 -3%
DG
980
Davidson & Garrard
Virginia
$2.87M +$17.2K +103 +0.6%
TMAM
981
Tokio Marine Asset Management
Japan
$2.86M -$832K -4,991 -23%
CPA
982
Cowen Prime Advisors
New York
$2.86M +$66.7K +400 +2%
HT
983
HighTower Trust
Texas
$2.84M -$376K -2,259 -12%
P
984
Pitcairn
Pennsylvania
$2.84M +$34.3K +206 +1%
PC
985
Palo Capital
California
$2.82M -$92.8K -557 -3%
GCM
986
Glynn Capital Management
California
$2.82M – – –
TBA
987
Train Babcock Advisors
New York
$2.8M -$10K -60 -0.4%
NAM
988
North American Management
Massachusetts
$2.78M -$193K -1,155 -6%
ECM
989
EagleClaw Capital Management
Massachusetts
$2.77M -$91.8K -550 -3%
TIM
990
Tortoise Investment Management
New York
$2.77M -$207K -1,241 -7%
CONA
991
Capital One National Association
New York
$2.76M +$44.3K +266 +2%
MHIM
992
MacNealy Hoover Investment Management
Ohio
$2.75M -$33.3K -200 -1%
JC
993
Jacobs & Co
California
$2.74M -$5.83K -35 -0.2%
CIA
994
Capital Investment Advisors
Georgia
$2.74M +$66.3K +398 +2%
GC
995
Grimes & Company
Massachusetts
$2.72M +$24K +144 +0.9%
FGP
996
Foyston, Gordon, & Payne
Ontario, Canada
$2.72M – – –
OWD
997
Osborn Williams & Donohoe
Ohio
$2.71M +$20.8K +125 +0.8%
RHFI
998
Reilly Herbert Faulkner III
$2.7M +$191K +1,145 +8%
ZCA
999
Zeke Capital Advisors
Pennsylvania
$2.7M +$740K +4,438 +38%
AFIA
1000
America First Investment Advisors
Nebraska
$2.69M -$72.3K -434 -3%
38 39
40
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