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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 %
LWA
1901
Lowe Wealth Advisors
Maryland
$33K – – –
PFGIA
1902
Patriot Financial Group Insurance Agency
Massachusetts
$33K – – –
SFPIA
1903
Stevens First Principles Investment Advisors
California
$30K – – –
FPTW
1904
Franklin, Parlapiano, Turner & Welch
Texas
$29K – – –
NYLT
1905
New York Life Trust
New York
$28K -$412K -2,428 -94%
HWM
1906
Holloway Wealth Management
Florida
$28K -$28K – –
AAF
1907
Andra AP-fonden
Sweden
$27.1K -$2.84K -17,013 -9%
RFM
1908
Royal Fund Management
Florida
$22K -$21.7K -135 -50%
BCM
1909
Barometer Capital Management
Ontario, Canada
$21K +$21K +125 New
GEA
1910
Glen Eagle Advisors
New Jersey
$19.8K +$1.5K +9 +8%
LWA
1911
Lenox Wealth Advisors
New York
$19K – – –
LCM
1912
Liberty Capital Management
Michigan
$17K – – –
ST
1913
Somerset Trust
Pennsylvania
$17K – – –
JIR
1914
James Investment Research
Ohio
$17K – – –
BCFS
1915
Butensky & Cohen Financial Security
Florida
$15K – – –
Walleye Trading
1916
Walleye Trading
New York
$8.92K -$7.19K -43,125 -45%
DRS
1917
Deane Retirement Strategies
Louisiana
$8K -$2.01M -12,542 -100%
AWMS
1918
Advocacy Wealth Management Services
Georgia
$6K – – –
HS
1919
Horan Securities
United States
$4K +$4K +25 New
CT
1920
Chicago Trust
Illinois
$3.01K -$87 -520 -3%
WCM
1921
Wealthcare Capital Management
Virginia
$2K – – –
NDSI
1922
Newman Dignan & Sheerar Inc
Rhode Island
$1.47K +$20 +122 +1%
SM
1923
Sciencast Management
New Jersey
$1.46K +$617 +3,700 +73%
MBA
1924
McQueen Ball & Associates
Pennsylvania
$1.17K – – –
SLF
1925
Sun Life Financial
Ontario, Canada
$1.03K +$36 +6 +4%
75 76
77
78 79