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 %
MC
1076
Miles Capital
Iowa
$2.16M +$288K +1,726 +15%
SFFS
1077
Stonehage Fleming Financial Services
Jersey
$2.15M -$28.3K -170 -1%
CS
1078
Cannell & Spears
New York
$2.15M – – –
CG
1079
Caprock Group
Idaho
$2.15M +$20.3K +122 +1%
MWP
1080
MYCIO Wealth Partners
Pennsylvania
$2.15M +$72.5K +435 +3%
BFA
1081
Bragg Financial Advisors
North Carolina
$2.14M +$169K +1,014 +9%
PMFA
1082
Plante Moran Financial Advisors
Michigan
$2.12M -$76.4K -458 -3%
LIA
1083
LBMC Investment Advisors
Tennessee
$2.11M – – –
CA
1084
Cortland Associates
Missouri
$2.11M – – –
CIC
1085
Crawford Investment Counsel
Georgia
$2.11M -$78.4K -470 -4%
ZIM
1086
Zacks Investment Management
Illinois
$2.1M -$80.8K -485 -4%
SS
1087
Simplicity Solutions
Minnesota
$2.1M -$122K -733 -6%
CCT
1088
Capital City Trust
Florida
$2.1M -$89.4K -536 -4%
SIAP
1089
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.09M +$18.3K +110 +0.9%
GW
1090
GW & Wade
Massachusetts
$2.09M +$409K +2,453 +24%
CAMG
1091
CWA Asset Management Group
Florida
$2.09M +$296K +1,775 +16%
CCA
1092
Checchi Capital Advisers
California
$2.09M -$274K -1,642 -12%
GCP
1093
GSA Capital Partners
United Kingdom
$2.09M +$1.13M +6,791 +118%
CCM
1094
Canal Capital Management
Virginia
$2.09M +$308K +1,847 +17%
MHIC
1095
Marble Harbor Investment Counsel
Massachusetts
$2.08M -$12.5K -75 -0.6%
BIM
1096
Baldwin Investment Management
Pennsylvania
$2.08M -$225K -1,350 -10%
CBTWT
1097
Community Bank & Trust (Waco, Texas)
Texas
$2.07M – – –
FMW
1098
Farr Miller & Washington
District of Columbia
$2.06M – – –
MAM
1099
Meeder Asset Management
Ohio
$2.05M -$1.37M -8,191 -40%
PAMG
1100
Patton Albertson Miller Group
Tennessee
$2.04M -$142K -871 -7%
42 43
44
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