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 %
AWM
1276
AE Wealth Management
Kansas
$1.18M +$634K +3,804 +115%
CWM
1277
Cornerstone Wealth Management
Missouri
$1.18M +$392K +2,370 +50%
LPL Financial
1278
LPL Financial
California
$1.17M -$461K -2,764 -28%
PFS
1279
Prospera Financial Services
Texas
$1.17M -$52.1K -313 -4%
BFG
1280
Bouchey Financial Group
New York
$1.17M -$8.34K -50 -0.7%
BVDMP
1281
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.17M – – –
PP
1282
Patten & Patten
Tennessee
$1.17M +$178K +1,069 +18%
WA
1283
Waverly Advisors
Alabama
$1.17M +$708K +4,250 +154%
CA
1284
Continuum Advisory
Idaho
$1.16M +$1.16M +6,974 New
CCG
1285
Cypress Capital Group
Florida
$1.16M -$2.5K -15 -0.2%
ACM
1286
Ashford Capital Management
Delaware
$1.16M -$2.5K -15 -0.2%
FTC
1287
Farmers Trust Company
Ohio
$1.16M +$14.2K +85 +1%
ACM
1288
Azimuth Capital Management
Michigan
$1.16M +$94.6K +568 +9%
FAG
1289
Financial Advisory Group
Texas
$1.15M -$83.3K -500 -7%
CCM
1290
Chilton Capital Management
Texas
$1.15M +$85.8K +515 +8%
SC
1291
Searle & Co
Connecticut
$1.14M – – –
IC
1292
Inverness Counsel
New York
$1.14M – – –
AT
1293
Arden Trust
Delaware
$1.14M -$12K -72 -1%
Cetera Investment Advisers
1294
Cetera Investment Advisers
Illinois
$1.13M -$28.7K -172 -2%
SFSIG
1295
San Francisco Sentry Investment Group
California
$1.13M – – –
ATC
1296
Adirondack Trust Company
New York
$1.13M +$3.33K +20 +0.3%
OIA
1297
Optimum Investment Advisors
Illinois
$1.13M +$278K +1,670 +33%
ITIM
1298
Indiana Trust & Investment Management
Indiana
$1.12M -$55.2K -331 -5%
SIM
1299
Sonora Investment Management
Arizona
$1.12M +$16.7K +100 +2%
LJAC
1300
L.J. Altfest & Co
New York
$1.11M -$151K -926 -12%
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