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 %
MAM
1776
Marquette Asset Management
Minnesota
$257K -$56.7K -340 -18%
DWM
1777
Dakota Wealth Management
Florida
$257K +$9K +54 +4%
CBT
1778
Central Bank & Trust
Kentucky
$257K +$21.8K +131 +9%
LCP
1779
Legacy Capital Partners
Wisconsin
$256K +$79.2K +690 +45%
CCP
1780
Clarkston Capital Partners
Michigan
$255K -$258K -1,547 -50%
PA
1781
Probity Advisors
Texas
$251K – – –
Citadel Advisors
1782
Citadel Advisors
Florida
$250K -$87.3M -524,702 -100%
MC
1783
Mathes Company
New York
$250K -$41.7K -250 -14%
SSI
1784
Scott & Selber Inc
Texas
$250K – – –
VST
1785
Van Strum & Towne
California
$249K -$250K -1,500 -50%
PO
1786
Private Ocean
California
$248K – – –
AWE
1787
Avidian Wealth Enterprises
Texas
$246K -$17.3K -104 -7%
PFC
1788
Phocas Financial Corp
California
$245K – – –
DE
1789
Day & Ennis
Georgia
$244K – – –
RPGK
1790
Retirement Planning Group (Kansas)
Kansas
$243K +$16.7K +100 +7%
RB
1791
Rodgers Brothers
Pennsylvania
$242K – – –
CTA
1792
Chesley Taft & Associates
Illinois
$242K – – –
IA
1793
Independence Advisors
Pennsylvania
$242K +$242K +1,452 New
GSBTD
1794
Glenview State Bank Trust Department
Illinois
$241K – – –
FPIS
1795
Financial Planning & Information Services
Wisconsin
$241K – – –
CF
1796
Corrigan Financial
Rhode Island
$239K – – –
BSWMG
1797
Barrington Strategic Wealth Management Group
Illinois
$238K -$23.4K -140 -9%
MIM
1798
Montgomery Investment Management
Maryland
$236K +$9.99K +60 +4%
CC
1799
Cornerstone Capital
California
$236K +$236K +1,417 New
ANB
1800
Amarillo National Bank
Texas
$235K – – –
70 71
72
73 74