BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
Prospector Partners
Connecticut
$35.3M -$539K -3,800 -2%
Rafferty Asset Management
252
Rafferty Asset Management
New York
$34.8M +$11.5M +80,876 +49%
RI
253
RWWM Inc
California
$34.6M +$680K +4,792 +2%
ISL
254
Ingalls & Snyder LLC
New York
$34.4M +$87.3K +615 +0.3%
IRF
255
IBM Retirement Fund
New York
$34.4M -$30.7M -209,675 -47%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$34.1M +$720K +5,073 +2%
LWCA
257
Locust Wood Capital Advisers
New York
$34.1M +$9.84M +69,352 +41%
EWM
258
Evercore Wealth Management
New York
$34M -$835K -5,882 -2%
NIPH
259
NN Investment Partners Holdings
Netherlands
$33.6M +$33.6M +237,054 New
Calamos Advisors
260
Calamos Advisors
Illinois
$33.1M +$1.95M +13,763 +6%
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$32.9M +$1.65M +11,638 +5%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$32.9M +$4.5M +31,729 +16%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$32.9M +$848K +5,975 +3%
B
264
BP
United Kingdom
$32.6M – – –
HNB
265
Huntington National Bank
Ohio
$32.6M +$104K +721 +0.3%
RIG
266
Roosevelt Investment Group
New York
$32.4M +$12.2M +85,768 +60%
Skandinaviska Enskilda Banken (SEB)
267
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.3M +$32.3M +227,900 New
AIM
268
Allen Investment Management
New York
$32.3M +$18.5M +130,472 +134%
HPC
269
HM Payson & Co
Maine
$32.3M -$139K -979 -0.4%
GT
270
Glenmede Trust
Pennsylvania
$32.2M +$469K +3,304 +1%
MOACM
271
Mutual of America Capital Management
New York
$32.2M +$735K +5,183 +2%
DI
272
Dalton Investments
Nevada
$31.8M +$213K +1,500 +0.7%
DL
273
Delta Lloyd
Netherlands
$31.7M -$4.25M -29,978 -12%
SWA
274
SFMG Wealth Advisors
Texas
$31.3M +$27.3M +192,401 +683%
HI
275
Honeywell International
North Carolina
$31.2M -$7.93M -55,900 -20%
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