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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 %
CCM
1801
Colorado Capital Management
Colorado
$234K – – –
CISOA
1802
Capital Investment Services of America
Wisconsin
$233K – – –
RWG
1803
Regal Wealth Group
California
$232K +$19.5K +117 +9%
FPCP
1804
Fort Point Capital Partners
California
$230K +$230K +1,380 New
WSC
1805
Wellington Shields & Co
New York
$229K – – –
CWP
1806
Capital Wealth Planning
Florida
$228K – – –
VWM
1807
Venturi Wealth Management
Texas
$227K -$5.91K -36 -3%
PHAM
1808
Palisades Hudson Asset Management
Florida
$225K -$40.7K -244 -15%
OPTFSNA
1809
Old Point Trust & Financial Services N A
Virginia
$225K – – –
HBT
1810
Hills Bank & Trust
Iowa
$225K – – –
HP
1811
Hartree Partners
New York
$222K +$222K +1,332 New
MAM
1812
Mastrapasqua Asset Management
Tennessee
$221K +$221K +1,325 New
BIM
1813
Bridgecreek Investment Management
Oklahoma
$217K – – –
DDPIC
1814
Deroy & Devereaux Private Investment Counsel
Michigan
$215K -$17.3K -104 -7%
SFS
1815
Strategic Financial Services
New York
$213K +$213K +1,278 New
KIC
1816
Keating Investment Counselors
Florida
$212K – – –
SCM
1817
Shapiro Capital Management
Georgia
$212K – – –
OCM
1818
One Capital Management
California
$211K -$15.8K -95 -7%
AIS
1819
Accurate Investment Solutions
Pennsylvania
$209K – – –
PA
1820
Planning Alternatives
Michigan
$209K +$209K +1,252 New
WAM
1821
Winslow Asset Management
Ohio
$208K – – –
CCM
1822
Cohen Capital Management
California
$208K – – –
SIC
1823
Shoker Investment Counsel
Ohio
$208K – – –
BCM
1824
BTC Capital Management
Iowa
$208K – – –
EWM
1825
Empirical Wealth Management
Washington
$208K +$208K +1,249 New
71 72
73
74 75