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 %
FNBSF
1301
First National Bank Sioux Falls
South Dakota
$1.11M -$40K -240 -3%
DSC
1302
Duncker Streett & Co
Missouri
$1.11M – – –
CBB
1303
Citizens Business Bank
California
$1.1M -$121K -723 -10%
ADL
1304
Asset Dedication LLC
California
$1.1M -$12K -72 -1%
SMG
1305
Spectrum Management Group
Indiana
$1.09M +$26.7K +160 +3%
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$1.09M +$111K +668 +11%
WIS
1307
Wright Investors Service
Connecticut
$1.08M +$368K +2,205 +51%
NB
1308
Nicolet Bankshares
Wisconsin
$1.08M +$94.8K +569 +10%
ECM
1309
Estabrook Capital Management
New York
$1.08M – – –
LWAC
1310
Laurel Wealth Advisors (California)
California
$1.08M -$2.17K -13 -0.2%
EGA
1311
E&G Advisors
Texas
$1.08M – – –
HR
1312
Howe & Rusling
New York
$1.07M +$94.7K +568 +10%
AB
1313
AT Bancorp
Iowa
$1.07M – – –
CA
1314
Corrado Advisors
New Jersey
$1.07M +$75K +450 +8%
FI
1315
FormulaFolio Investments
Michigan
$1.07M +$518K +3,105 +94%
WA
1316
Winfield Associates
Ohio
$1.06M – – –
OAM
1317
Occidental Asset Management
California
$1.06M -$49.8K -299 -4%
CC
1318
Courier Capital
New York
$1.05M -$36.8K -221 -3%
HI
1319
Horizon Investments
North Carolina
$1.05M +$5.17K +31 +0.5%
MFW
1320
Mosaic Family Wealth
Missouri
$1.05M +$13.8K +83 +1%
NERM
1321
New England Research & Management
Illinois
$1.04M +$12.8K +77 +1%
LRPA
1322
L. Roy Papp & Associates
Arizona
$1.04M +$205K +1,228 +24%
HCIA
1323
Hochman Cole Investment Advisors
Illinois
$1.04M +$189K +1,137 +22%
NA
1324
Nottingham Advisors
New York
$1.04M -$16.7K -100 -2%
EWM
1325
Evermay Wealth Management
Virginia
$1.04M +$323K +1,940 +45%
51 52
53
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