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 %
IOOF
1501
Independent Order of Foresters
Ontario, Canada
$634K -$41.7K -250 -6%
FNFDCM
1502
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$633K -$19.2K -115 -3%
PPCM
1503
Pillar Pacific Capital Management
California
$632K -$32.3K -194 -5%
PS
1504
Portfolio Solutions
Michigan
$627K – – –
PCMM
1505
Private Capital Management (Minnesota)
Minnesota
$625K +$117K +700 +23%
KPF
1506
K2 Principal Fund
Ontario, Canada
$623K -$167K -1,000 -21%
BIA
1507
Biondo Investment Advisors
Pennsylvania
$623K – – –
LCM
1508
LVM Capital Management
Michigan
$622K – – –
OC
1509
Oakworth Capital
Alabama
$621K -$159K -950 -20%
HPWM
1510
Highland Private Wealth Management
Washington
$621K -$34.7K -208 -5%
CWM
1511
Confluence Wealth Management
Oregon
$621K – – –
STMM
1512
South Texas Money Management
Texas
$621K +$116K +695 +23%
GRP
1513
Global Retirement Partners
California
$618K -$5.67K -34 -0.9%
IWA
1514
Intercontinental Wealth Advisors
Texas
$617K -$10.7K -64 -2%
WPC
1515
White Pine Capital
Minnesota
$617K – – –
SWA
1516
Sutton Wealth Advisors
Florida
$615K -$9.5K -57 -2%
IT
1517
Independence Trust
Tennessee
$615K -$76K -456 -11%
NFG
1518
Nadler Financial Group
Illinois
$614K – – –
TCOT
1519
Trust Company of Toledo
Ohio
$612K – – –
ABP
1520
Arthur B. Page
$611K -$20.8K -125 -3%
CFA
1521
Capstone Financial Advisors
Illinois
$610K – – –
CIP
1522
Convergence Investment Partners
Florida
$610K +$31.7K +190 +5%
DMC
1523
Drexel Morgan & Co
Pennsylvania
$608K – – –
ACP
1524
Ashfield Capital Partners
California
$607K +$75.9K +455 +14%
TCM
1525
Tradition Capital Management
New Jersey
$605K +$29.2K +175 +5%
59 60
61
62 63