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 %
ACI
1001
Alpha Cubed Investments
California
$2.67M +$1.35M +8,070 +101%
WIC
1002
Woodmont Investment Counsel
Tennessee
$2.67M +$2.67M +16,374 New
RMCM
1003
Reynders McVeigh Capital Management
Massachusetts
$2.66M -$83.3K -500 -3%
RHJA
1004
Rice Hall James & Associates
California
$2.65M -$30K -180 -1%
LNB
1005
Ledyard National Bank
$2.64M +$286K +1,714 +12%
NFG
1006
Nations Financial Group
Iowa
$2.63M -$274K -1,647 -9%
AMIM
1007
Aull & Monroe Investment Management
Alabama
$2.63M – – –
ATC
1008
Argent Trust Co
Tennessee
$2.62M +$36.2K +217 +1%
DDC
1009
Daniel Devine & Co
Florida
$2.62M – – –
WI
1010
Wintrust Investments
Illinois
$2.6M +$1.43M +8,602 +123%
GXMC
1011
Global X Management Company
New York
$2.58M +$192K +1,153 +8%
CIM
1012
CenturyLink Investment Management
Colorado
$2.57M – – –
VHAM
1013
Van Hulzen Asset Management
California
$2.57M -$44.2K -265 -2%
WA
1014
Wealth Architects
California
$2.57M -$107K -639 -4%
GT
1015
Glenview Trust
Kentucky
$2.56M -$36.2K -217 -1%
CCM
1016
Compton Capital Management
Rhode Island
$2.54M +$41.7K +250 +2%
CS
1017
Credential Securities
$2.51M -$833 -5 -0%
Fiera Capital (Canada)
1018
Fiera Capital (Canada)
Quebec, Canada
$2.51M -$40K -240 -2%
TAM
1019
Tealwood Asset Management
Minnesota
$2.51M -$250K -1,499 -9%
CC
1020
Cognios Capital
Kansas
$2.5M -$203K -1,216 -7%
SGDR
1021
SPX Gestao de Recursos
Brazil
$2.5M +$433K +2,600 +21%
WGCA
1022
Wolf Group Capital Advisors
Virginia
$2.5M +$131K +786 +6%
NSIM
1023
North Star Investment Management
Illinois
$2.5M +$33.3K +200 +1%
IAA
1024
Independent Advisor Alliance
North Carolina
$2.49M +$498K +3,000 +25%
TCM
1025
Texan Capital Management
Texas
$2.48M +$833 +5 +0%
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