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 %
FPIS
1826
Financial Planning & Information Services
Wisconsin
$243K – – –
RWM
1827
Ritholtz Wealth Management
New York
$242K +$242K +1,320 New
CGA
1828
Crescent Grove Advisors
Illinois
$240K +$240K +1,311 New
RFWA
1829
RPg Family Wealth Advisory
Massachusetts
$239K +$7.15K +39 +3%
ACM
1830
Advisors Capital Management
New Jersey
$239K +$239K +1,302 New
BIM
1831
Bridgecreek Investment Management
Oklahoma
$238K – – –
OPTFSNA
1832
Old Point Trust & Financial Services N A
Virginia
$238K – – –
HPIA
1833
Hamilton Point Investment Advisors
North Carolina
$234K – – –
KIC
1834
Keating Investment Counselors
Florida
$233K – – –
SCM
1835
Shapiro Capital Management
Georgia
$233K – – –
PCA
1836
Peddock Capital Advisors
Massachusetts
$231K – – –
AIS
1837
Accurate Investment Solutions
Pennsylvania
$230K -$36.7K -200 -14%
BCM
1838
BTC Capital Management
Iowa
$229K -$13.9K -76 -6%
KIM
1839
Karpus Investment Management
New York
$229K – – –
MAM
1840
Mastrapasqua Asset Management
Tennessee
$229K – – –
CCM
1841
Cohen Capital Management
California
$229K – – –
BO
1842
Bank OZK
Arkansas
$228K – – –
RC
1843
RBF Capital
California
$228K – – –
NCM
1844
Nelson Capital Management
California
$225K – – –
AWM
1845
Affinity Wealth Management
Delaware
$222K – – –
WFWM
1846
Wechter Feldman Wealth Management
New Jersey
$218K – – –
MCM
1847
Mitchell Capital Management
Kansas
$218K +$218K +1,187 New
MWPCG
1848
Measured Wealth Private Client Group
New Hampshire
$217K +$217K +1,185 New
FCAG
1849
First Capital Advisors Group
New Jersey
$215K +$215K +1,172 New
MIM
1850
Montgomery Investment Management
Maryland
$212K +$212K +1,154 New
72 73
74
75 76