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 %
SHGA
1576
Sand Hill Global Advisors
California
$489K +$62.8K +377 +15%
CCM
1577
Carlson Capital Management
Minnesota
$488K +$9.18K +55 +2%
GAG
1578
GM Advisory Group
New York
$487K +$16.7K +100 +4%
FC
1579
Financial Consulate
Maryland
$484K +$21.8K +131 +5%
CHJWM
1580
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K +$55.8K +335 +13%
CTA
1581
Colonial Trust Advisors
South Carolina
$483K -$1.96K -12 -0.4%
CG
1582
Clinton Group
New York
$482K +$482K +2,894 New
AT
1583
Argent Trust
Texas
$478K -$38.3K -230 -7%
LCM
1584
Leisure Capital Management
California
$476K – – –
NED
1585
Nancy E. Dempze
$475K – – –
MPIA
1586
Mountain Pacific Investment Advisers
Idaho
$473K – – –
SVCP
1587
Silicon Valley Capital Partners
California
$473K +$23.3K +140 +5%
VIA
1588
Vantage Investment Advisors
Pennsylvania
$472K -$3.5K -21 -0.7%
CCM
1589
Crossvault Capital Management
Texas
$471K +$104K +623 +28%
AL
1590
AJO LP
Pennsylvania
$470K +$470K +2,817 New
FM
1591
Foster & Motley
Ohio
$469K -$189K -1,133 -29%
CMP
1592
Courage Miller Partners
Virginia
$467K -$93.4K -560 -17%
BRF
1593
B. Riley Financial
California
$467K -$91.7K -550 -16%
FCM
1594
Fairbanks Capital Management
California
$467K – – –
MC
1595
Matisse Capital
Oregon
$467K +$98.4K +590 +27%
GC
1596
Gibson Capital
Pennsylvania
$460K +$41.4K +250 +10%
TAM
1597
Trillium Asset Management
Massachusetts
$459K -$48.8K -293 -10%
WA
1598
Wheatland Advisors
Pennsylvania
$458K +$246K +1,475 +116%
DRD
1599
Dennis R. Delaney
$457K -$20.7K -124 -4%
CP
1600
Cumberland Partners
Ontario, Canada
$455K – – –
62 63
64
65 66