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 %
IFB
1476
iAB Financial Bank
Indiana
$683K +$26K +156 +4%
TF
1477
Tompkins Financial
New York
$680K – – –
LPIC
1478
LeJeune Puetz Investment Counsel
Michigan
$676K – – –
PIM
1479
Penobscot Investment Management
Massachusetts
$675K – – –
ACM
1480
Armbruster Capital Management
New York
$674K – – –
YCM
1481
Yorkville Capital Management
New York
$674K – – –
FM
1482
Family Management
New York
$674K +$332K +1,993 +97%
ECM
1483
ETrade Capital Management
Virginia
$670K +$358K +2,147 +115%
QOP
1484
Quinn Opportunity Partners
Virginia
$667K – – –
IAM
1485
Iridian Asset Management
Connecticut
$667K – – –
VFPI
1486
Vantage Financial Partners (Illinois)
Illinois
$665K +$665K +3,050 New
State Farm Mutual Automobile Insurance
1487
State Farm Mutual Automobile Insurance
Illinois
$662K – – –
AA
1488
ALPS Advisors
Colorado
$659K +$154K +926 +31%
NWP
1489
Northstar Wealth Partners
Connecticut
$657K +$657K +3,964 New
SHJ
1490
Sharkey, Howes & Javer
Colorado
$655K – – –
MWM
1491
Modera Wealth Management
New Jersey
$655K +$73.4K +440 +13%
MCM
1492
MV Capital Management
Maryland
$654K – – –
BWP
1493
BSW Wealth Partners
Colorado
$650K +$2.67K +16 +0.4%
FBT
1494
First Bankers Trust
Kentucky
$649K -$133K -800 -17%
KP
1495
Keel Point
Alabama
$644K +$10.3K +62 +2%
GWM
1496
Greenwich Wealth Management
Connecticut
$642K +$130K +778 +25%
SGK
1497
Steigerwald Gordon & Koch
Virginia
$638K -$18.3K -110 -3%
BL
1498
Balentine LLC
Georgia
$638K +$51.2K +307 +9%
TCM
1499
Tradewinds Capital Management
Washington
$637K -$4.16K -25 -0.6%
JCM
1500
Janney Capital Management
Pennsylvania
$634K -$56.2K -337 -8%
58 59
60
61 62