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 %
IIC
1251
Integrated Investment Consultants
Michigan
$1.28M -$24.5K -147 -2%
HCMNY
1252
Howard Capital Management (New York)
New York
$1.28M +$11.8K +71 +0.9%
WG
1253
Welch Group
Alabama
$1.27M -$3K -18 -0.2%
BW
1254
Bison Wealth
Georgia
$1.26M -$223K -1,338 -15%
KFS
1255
Kurt F. Somerville
$1.26M -$20.9K -125 -2%
HCM
1256
Hall Capital Management
Rhode Island
$1.25M -$9.34K -56 -0.7%
LAIC
1257
Lederer & Associates Investment Counsel
California
$1.25M -$20.8K -125 -2%
CS
1258
Comerica Securities
Michigan
$1.25M +$1.25M +7,476 New
FAM
1259
Formidable Asset Management
Ohio
$1.23M -$26.4K -160 -2%
WAM
1260
Weatherly Asset Management
California
$1.23M +$12.5K +75 +1%
SCA
1261
Salient Capital Advisors
Texas
$1.22M – – –
CCC
1262
Chelsea Counsel Company
California
$1.22M +$8.33K +50 +0.7%
GLI
1263
Guardian Life Insurance
New York
$1.22M +$10K +60 +0.8%
CL
1264
CSS LLC
Illinois
$1.22M – – –
GI
1265
Glovista Investments
New Jersey
$1.22M +$16.7K +100 +1%
FIMG
1266
Financial & Investment Management Group
Michigan
$1.22M +$4.17K +25 +0.3%
AMG
1267
Asset Management Group
Connecticut
$1.22M -$85.1K -511 -7%
Twin Tree Management
1268
Twin Tree Management
Texas
$1.22M -$8.62M -51,708 -88%
CCM
1269
Catawba Capital Management
Virginia
$1.21M +$1.17K +7 +0.1%
MMA
1270
Miracle Mile Advisors
California
$1.2M -$161K -963 -12%
AFG
1271
Arkansas Financial Group
Arkansas
$1.2M – – –
TH
1272
Timber Hill
Connecticut
$1.2M -$5.72M -34,297 -83%
BF
1273
Blankinship & Foster
California
$1.19M -$20K -120 -2%
TSWM
1274
Triangle Securities Wealth Management
North Carolina
$1.19M -$97.8K -587 -8%
CC
1275
Capital Counsel
New York
$1.19M +$257K +1,540 +27%
49 50
51
52 53