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 %
WP
1351
WealthSource Partners
California
$966K +$91K +546 +10%
TCM
1352
Tufton Capital Management
Maryland
$962K +$192K +1,150 +25%
CBA
1353
Coastal Bridge Advisors
Connecticut
$961K -$12K -72 -1%
AMM
1354
American Money Management
California
$959K -$23.3K -140 -2%
TL
1355
Tirschwell & Loewy
New York
$958K – – –
SCM
1356
Schnieders Capital Management
California
$957K -$68.6K -412 -7%
BFEC
1357
Benjamin F. Edwards & Company
Missouri
$956K +$65.8K +395 +7%
AB
1358
Atlas Brown
Kentucky
$952K – – –
BCM
1359
Becker Capital Management
Oregon
$951K -$2.5K -15 -0.3%
HCM
1360
Harvey Capital Management
Florida
$941K – – –
HT
1361
Heritage Trust
Oklahoma
$940K +$940K +5,637 New
LBC
1362
Lowe Brockenbrough & Co
Virginia
$936K +$363K +2,179 +63%
WPC
1363
Waters Parkerson & Co
Louisiana
$930K +$4.17K +25 +0.5%
FPFS
1364
First Personal Financial Services
North Carolina
$919K +$25K +150 +3%
BCM
1365
Boltwood Capital Management
California
$916K – – –
NA
1366
NewEdge Advisors
Louisiana
$915K +$276K +1,668 +43%
KF
1367
Krilogy Financial
Missouri
$914K – – –
AC
1368
Alexandria Capital
Virginia
$913K -$5.67K -34 -0.6%
HA
1369
Harfst & Associates
Wyoming
$912K +$9.16K +55 +1%
OFW
1370
Omnia Family Wealth
Florida
$909K +$143K +861 +19%
PHIMC
1371
Private Harbour Investment Management & Counsel
Ohio
$907K +$29.2K +175 +3%
CFD
1372
Creative Financial Designs
Indiana
$895K +$605K +3,629 +209%
CPA
1373
Capital Planning Advisors
California
$892K – – –
CNBT
1374
Canandaigua National Bank & Trust
New York
$889K -$192K -1,153 -18%
IWM
1375
IHT Wealth Management
Illinois
$888K +$15.3K +92 +2%
53 54
55
56 57