BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,946 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 736 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,946
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
391
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.99%
% of All Funds
9.76%
New
92
Increased
736
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.69B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$561M
3
BlackRock
BlackRock
New York
+$434M
4
Morgan Stanley
Morgan Stanley
New York
+$424M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$296M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
2
Brown Advisory
Brown Advisory
Maryland
-$107M
3
PI
Putnam Investments
Massachusetts
-$83.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$78M
5
TCIM
TIAA CREF Investment Management
New York
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
1776
Clarkston Capital Partners
Michigan
$295K +$14.7K +80 +5%
NCM
1777
Narwhal Capital Management
Georgia
$294K – – –
DK
1778
Darrell & King
Virginia
$293K – – –
RCA
1779
Rex Capital Advisors
Rhode Island
$293K – – –
ANB
1780
Amarillo National Bank
Texas
$291K +$18.3K +100 +7%
OCM
1781
One Capital Management
California
$291K +$36.6K +200 +14%
AIP
1782
Almanack Investment Partners
Pennsylvania
$289K +$46.1K +251 +19%
IA
1783
Independence Advisors
Pennsylvania
$287K +$21.1K +115 +8%
UFF
1784
USA Financial Formulas
Michigan
$287K +$287K +1,563 New
OA
1785
Oxbow Advisors
Texas
$284K -$73.3K -400 -21%
REMPR
1786
Roof Eidam Maycock Peralta (REMP)
California
$284K – – –
CIC
1787
Cornercap Investment Counsel
Georgia
$284K – – –
4IG
1788
440 Investment Group
Kansas
$284K +$284K +1,547 New
GHAM
1789
Gilman Hill Asset Management
Connecticut
$283K -$34K -186 -11%
DWM
1790
Dakota Wealth Management
Florida
$283K – – –
FBT
1791
First Bank & Trust
South Dakota
$283K – – –
MCIA
1792
Mountain Capital Investment Advisors
Colorado
$280K +$366 +2 +0.1%
FPCP
1793
Fort Point Capital Partners
California
$278K -$12.9K -70 -4%
CWM
1794
Cahaba Wealth Management
Georgia
$276K +$276K +1,507 New
MAM
1795
Marquette Asset Management
Minnesota
$275K -$7.33K -40 -3%
MC
1796
Mathes Company
New York
$275K – – –
SSI
1797
Scott & Selber Inc
Texas
$275K – – –
CFN
1798
Cordasco Financial Network
Florida
$275K – – –
WSC
1799
Wellington Shields & Co
New York
$275K – – –
KFA
1800
Kays Financial Advisory
Georgia
$274K -$13.4K -73 -5%
70 71
72
73 74