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 %
BWM
1651
BerganKDV Wealth Management
Minnesota
$397K +$31.5K +189 +9%
JMFC
1652
J.M. Forbes & Co
Massachusetts
$397K +$45.9K +275 +13%
DLHL
1653
Donald L. Hagan LLC
Florida
$395K – – –
1IA
1654
1834 Investment Advisors
Wisconsin
$395K +$92.5K +554 +31%
AIM
1655
Advantage Investment Management
Iowa
$392K +$11K +66 +3%
OA
1656
Oxbow Advisors
Texas
$392K +$21.9K +131 +6%
AF
1657
Affiance Financial
Minnesota
$390K – – –
BMC
1658
Benin Management Corp
Connecticut
$387K -$16.7K -100 -4%
DAC
1659
Dividend Assets Capital
South Carolina
$386K -$29.2K -175 -7%
GCMG
1660
Gyroscope Capital Management Group
Florida
$386K +$26.2K +157 +7%
CBN
1661
Cadence Bank NA
Texas
$385K -$44.3K -266 -10%
MFW
1662
Meristem Family Wealth
Minnesota
$385K – – –
WIM
1663
Westside Investment Management
California
$384K +$16.6K +100 +5%
NIC
1664
Northwest Investment Counselors
Oregon
$382K – – –
CAM
1665
Congress Asset Management
Massachusetts
$380K – – –
AEPG
1666
American Economic Planning Group
New Jersey
$380K +$1.67K +10 +0.4%
BI
1667
Boulegeris Investments
Georgia
$376K – – –
MTC
1668
McDaniel Terry & Co
Texas
$375K – – –
OAMG
1669
Odey Asset Management Group
United Kingdom
$375K – – –
CTB
1670
Country Trust Bank
Illinois
$375K – – –
DLCIG
1671
D.L. Carlson Investment Group
New Hampshire
$374K – – –
OCAM
1672
Onex Canada Asset Management
Ontario, Canada
$374K – – –
LIM
1673
Lagoda Investment Management
New York
$373K -$30K -180 -7%
VSWA
1674
Vontobel Swiss Wealth Advisors
Switzerland
$373K -$13K -78 -3%
SOADOR
1675
State of Alaska Department of Revenue
Alaska
$371K +$371K +2,229 New
65 66
67
68 69