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 %
TIM
1751
Total Investment Management
Arizona
$291K – – –
SCI
1752
Stableford Capital II
Arizona
$291K +$291K +1,747 New
ACM
1753
American Capital Management
New York
$290K -$21.7K -130 -7%
VWM
1754
Valley Wealth Managers
New Jersey
$288K -$196K -1,173 -40%
PCTC
1755
Perkins Coie Trust Company
Washington
$287K – – –
TPWA
1756
TRUE Private Wealth Advisors
Oregon
$286K -$27.9K -168 -9%
MCWS
1757
McKinley Carter Wealth Services
West Virginia
$285K -$33.4K -200 -10%
CC
1758
Cedar Capital
Illinois
$285K +$285K +1,711 New
BCA
1759
Bray Capital Advisors
Florida
$283K -$58.4K -350 -17%
JSL
1760
JT Stratford LLC
Georgia
$283K +$283K +1,697 New
SAMC
1761
Spectrum Asset Management (California)
California
$281K – – –
AIP
1762
Ahrens Investment Partners
Louisiana
$279K +$279K +1,671 New
KL
1763
Kinsight LLC
Alabama
$278K – – –
CCM
1764
CWH Capital Management
Washington
$277K +$277K +1,664 New
PFA
1765
Pure Financial Advisors
California
$276K +$7.5K +45 +3%
RP
1766
Riverbridge Partners
Minnesota
$274K +$274K +1,645 New
PIM
1767
Progressive Investment Management
Oregon
$273K +$19.5K +117 +8%
PGA
1768
Portland Global Advisors
Maine
$271K – – –
UF
1769
Univest Financial
Pennsylvania
$269K – – –
CIC
1770
Cornercap Investment Counsel
Georgia
$268K – – –
RCA
1771
Rex Capital Advisors
Rhode Island
$267K – – –
AIP
1772
Almanack Investment Partners
Pennsylvania
$262K +$16.7K +100 +7%
PCA
1773
Private Capital Advisors
Connecticut
$258K – – –
REMPR
1774
Roof Eidam Maycock Peralta (REMP)
California
$258K – – –
BWM
1775
Bernicke Wealth Management
Wisconsin
$258K +$258K +1,550 New
69 70
71
72 73