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 %
KIM
1826
Karpus Investment Management
New York
$208K +$208K +1,250 New
RC
1827
RBF Capital
California
$207K – – –
SCM
1828
Southport Capital Management
Tennessee
$203K +$203K +1,217 New
ZAM
1829
Zevin Asset Management
Massachusetts
$202K -$139K -831 -41%
KFA
1830
Kays Financial Advisory
Georgia
$202K -$13.8K -83 -6%
AWM
1831
Affinity Wealth Management
Delaware
$202K +$202K +1,210 New
WA
1832
WESPAC Advisors
California
$201K +$201K +1,205 New
UBV
1833
United Bank (Virginia)
Virginia
$200K +$200K +1,200 New
FBT
1834
First Bank & Trust
South Dakota
$193K +$24.9K +149 +15%
First Eagle Investment Management
1835
First Eagle Investment Management
New York
$192K – – –
CHP
1836
Cable Hill Partners
Oregon
$186K -$23.2K -139 -11%
JWBC
1837
John W. Bristol & Co
New York
$186K – – –
SAS
1838
Stelac Advisory Services
New York
$185K +$185K +360 New
JWM
1839
Jacobus Wealth Management
Wisconsin
$183K – – –
NCM
1840
Nelson Capital Management
California
$180K – – –
CB
1841
Community Bank
New York
$177K -$4.99K -30 -3%
SC
1842
SRB Corp
Massachusetts
$176K – – –
BC
1843
Barnett & Company
Tennessee
$175K – – –
FMP
1844
Financial Management Professionals
Texas
$175K – – –
SGAM
1845
Smith Group Asset Management
Texas
$170K -$4.99K -30 -3%
CFN
1846
Cordasco Financial Network
Florida
$167K +$167K +1,000 New
CFA
1847
CT Financial Advisors
Pennsylvania
$167K – – –
VCM
1848
Vigilant Capital Management
Maine
$164K – – –
WOC
1849
West Oak Capital
California
$159K – – –
IF
1850
Ironwood Financial
Arizona
$159K – – –
72 73
74
75 76