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 %
BE
1051
Bonness Enterprises
District of Columbia
$2.29M +$2.07M +12,400 +919%
WG
1052
Winton Group
United Kingdom
$2.28M -$9.53M -57,195 -81%
DAM
1053
Delta Asset Management
Tennessee
$2.28M +$64K +384 +3%
WT
1054
Washington Trust
Rhode Island
$2.27M -$25K -150 -1%
BC
1055
Burney Company
Virginia
$2.26M +$215K +1,288 +11%
CA
1056
Cullinan Associates
Kentucky
$2.25M -$664K -3,981 -23%
GWCM
1057
Godshalk Welsh Capital Management
Pennsylvania
$2.24M – – –
SCM
1058
Sirios Capital Management
Massachusetts
$2.24M +$204K +1,221 +10%
LOAME
1059
Lombard Odier Asset Management (Europe)
United Kingdom
$2.24M -$271K -1,623 -11%
HWA
1060
HCR Wealth Advisors
California
$2.24M -$65.7K -394 -3%
SIMM
1061
Stillwater Investment Management (Minnesota)
Minnesota
$2.24M +$12.5K +75 +0.6%
AC
1062
Abbrea Capital
California
$2.23M +$80K +480 +4%
CCM
1063
Cadence Capital Management
Massachusetts
$2.23M -$77.2K -463 -3%
BCM
1064
Brookstone Capital Management
Illinois
$2.23M +$127K +761 +6%
PNC
1065
Park National Corp
Ohio
$2.22M -$430K -2,580 -16%
WP
1066
WMS Partners
Maryland
$2.22M +$206K +1,234 +10%
HCA
1067
Horan Capital Advisors
Ohio
$2.21M +$81.2K +487 +4%
HIM
1068
Hutchens Investment Management
New Hampshire
$2.21M +$222K +1,330 +11%
MCM
1069
Millie Capital Management
California
$2.2M – – –
WAM
1070
Wolverine Asset Management
Illinois
$2.18M +$2.18M +13,071 New
TCOO
1071
Trust Company of Oklahoma
Oklahoma
$2.18M +$50K +300 +2%
MWM
1072
Mascoma Wealth Management
New Hampshire
$2.18M +$42.7K +256 +2%
HWA
1073
Heritage Wealth Advisors
Virginia
$2.17M +$135K +809 +7%
GF
1074
Gabelli Funds
New York
$2.17M +$167K +1,000 +8%
PG
1075
Patten Group
Tennessee
$2.16M +$118K +710 +6%
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43
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