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 %
FA
1326
FCG Advisors
New Jersey
$1.04M +$103K +663 +11%
AIM
1327
Avity Investment Management
Connecticut
$1.03M +$18.3K +110 +2%
CCM
1328
CrestPoint Capital Management
Missouri
$1.03M – – –
MSR
1329
Main Street Research
Connecticut
$1.03M +$12.7K +76 +1%
LA
1330
LVW Advisors
New York
$1.03M -$39.2K -235 -4%
BHTS
1331
Bar Harbor Trust Services
Maine
$1.02M – – –
KTC
1332
Kistler-Tiffany Companies
Pennsylvania
$1.02M +$236K +1,414 +30%
PFM
1333
Parsec Financial Management
North Carolina
$1.02M -$161K -967 -14%
BAM
1334
Brave Asset Management
New Jersey
$1.02M -$83.4K -500 -8%
VDI
1335
Vaughan David Investments
Illinois
$1.01M -$5.83K -35 -0.6%
CCM
1336
Coldstream Capital Management
Washington
$1.01M +$143K +855 +16%
PFO
1337
Pathstone Family Office
New Jersey
$1.01M +$7.33K +44 +0.7%
MJP
1338
Michael J. Puzo
$1M -$8.33K -50 -0.8%
GCA
1339
Guardian Capital Advisors
Ontario, Canada
$999K -$39K -234 -4%
PFBT
1340
Parkside Financial Bank & Trust
Missouri
$998K -$220K -1,321 -18%
ALIONA
1341
Allianz Life Insurance of North America
Minnesota
$994K -$9.17K -55 -0.9%
GC
1342
Garde Capital
Washington
$990K -$209K -1,253 -17%
OWIM
1343
Old West Investment Management
California
$989K -$4.91M -29,487 -83%
FCCM
1344
First City Capital Management
Georgia
$983K +$12.5K +75 +1%
MCM
1345
Mengis Capital Management
Oregon
$973K -$16K -50 -2%
CWA
1346
Cypress Wealth Advisors
California
$971K -$235K -1,411 -19%
SRCM
1347
Swift Run Capital Management
Virginia
$970K – – –
BTNA
1348
Bremer Trust National Association
Minnesota
$969K -$8.84K -53 -0.9%
SPC
1349
Stewart & Patten Company
California
$969K -$8.33K -50 -0.9%
FFSOTS
1350
Fiduciary Financial Services of The Southwest
Texas
$969K +$52.5K +315 +6%
52 53
54
55 56