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 %
BA
1151
Birinyi Associates
Connecticut
$1.77M +$528K +3,171 +43%
B
1152
BancorpSouth
Mississippi
$1.77M – – –
KFA
1153
Kelleher Financial Advisors
New York
$1.76M -$477K -2,866 -21%
VC
1154
Vicus Capital
Pennsylvania
$1.75M -$19.2K -115 -1%
MFWM
1155
Motley Fool Wealth Management
Virginia
$1.75M -$92K -552 -5%
AGM
1156
Alpine Global Management
New York
$1.75M +$1.2M +7,188 +218%
WEC
1157
Winslow Evans & Crocker
Massachusetts
$1.74M +$248K +1,490 +17%
KC
1158
Kingfisher Capital
North Carolina
$1.73M -$40.9K -245 -2%
IWA
1159
IBEX Wealth Advisors
New Jersey
$1.73M +$1.42M +8,581 +458%
GC
1160
Grace Capital
Massachusetts
$1.73M +$857K +5,140 +98%
HTC
1161
Haverford Trust Company
Pennsylvania
$1.73M +$178K +1,067 +11%
LA
1162
LFL Advisers
Illinois
$1.7M – – –
NI
1163
Numeric Investors
Massachusetts
$1.7M +$533K +3,200 +46%
ERIM
1164
Eagle Ridge Investment Management
Connecticut
$1.7M -$90.5K -543 -5%
AP
1165
Appleton Partners
Massachusetts
$1.69M -$375K -2,250 -18%
DHFB
1166
Dixon Hubard Feinour & Brown
Virginia
$1.69M +$47K +282 +3%
FWP
1167
FAS Wealth Partners
Kansas
$1.69M -$34.8K -209 -2%
SBSB
1168
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.68M -$88.7K -532 -5%
WPW
1169
Waldron Private Wealth
Pennsylvania
$1.68M +$413K +2,545 +33%
EWA
1170
EP Wealth Advisors
California
$1.68M +$33.3K +200 +2%
CFM
1171
Coronation Fund Managers
South Africa
$1.67M – – –
SIC
1172
Sigma Investment Counselors
Michigan
$1.66M +$755K +4,529 +83%
FFEC
1173
First Financial Equity Corporation
Arizona
$1.66M +$1.66M +9,967 New
SFG
1174
SNS Financial Group
Minnesota
$1.66M -$863K -5,182 -34%
RCA
1175
Rowland Carmichael Advisors
Arizona
$1.66M +$15.2K +91 +0.9%
45 46
47
48 49