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 %
LW
1126
Linscomb Wealth
Texas
$1.89M -$132K -790 -7%
IP
1127
Intellectus Partners
California
$1.88M -$10.5K -64 -0.6%
SGI
1128
Summit Global Investments
Utah
$1.87M +$607K +3,642 +48%
YWP
1129
YorkBridge Wealth Partners
New York
$1.87M -$10.3K -62 -0.5%
PP
1130
Pegasus Partners
Wisconsin
$1.86M -$32.5K -195 -2%
PWPCM
1131
Perella Weinberg Partners Capital Management
New York
$1.85M +$1.85M +11,081 New
CA
1132
CapWealth Advisors
Tennessee
$1.84M -$227K -1,363 -11%
CBU
1133
CIBC Bank USA
Illinois
$1.84M -$60.1K -361 -3%
IAM
1134
Integre Asset Management
New York
$1.83M – – –
Jacobs Levy Equity Management
1135
Jacobs Levy Equity Management
New Jersey
$1.83M +$103K +620 +6%
BM
1136
Bislett Management
California
$1.83M – – –
BCM
1137
Bienville Capital Management
New York
$1.83M +$371K +2,225 +25%
CCM
1138
Condor Capital Management
New Jersey
$1.83M -$121K -728 -6%
AI
1139
Accredited Investors
Minnesota
$1.82M +$339K +2,031 +23%
AIA
1140
Allegis Investment Advisors
Idaho
$1.82M +$57.3K +344 +3%
PTC
1141
Private Trust Company
Ohio
$1.82M -$475K -2,850 -21%
FTI
1142
Fiduciary Trust International
Massachusetts
$1.82M +$646K +3,874 +55%
PP
1143
Paloma Partners
Connecticut
$1.81M +$1.81M +10,878 New
SIA
1144
SeaBridge Investment Advisors
New Jersey
$1.8M +$1,000K +5,996 +124%
IWM
1145
Integrated Wealth Management
California
$1.8M +$169K +1,013 +10%
CAM
1146
Cubic Asset Management
Massachusetts
$1.8M – – –
CC
1147
Cannell Capital
Wyoming
$1.78M – – –
RPG
1148
Risk Paradigm Group
Texas
$1.78M – – –
FPB
1149
First PREMIER Bank
South Dakota
$1.77M -$25K -150 -1%
KCM
1150
Karp Capital Management
California
$1.77M – – –
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