BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,793 hedge funds and large institutions have $124B invested in Berkshire Hathaway Class B in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 703 increasing their positions, 720 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
+7
Holders Change %
+0.39%
% of All Funds
47.92%
Holding in Top 10
316
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-5.39%
% of All Funds
8.44%
New
74
Increased
703
Reduced
720
Closed
50
Calls
$1.23B
Puts
$1.2B
Net Calls
+$25.7M
Net Calls Change
+$57.6M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$10.7B
2
Vanguard Group
Vanguard Group
Pennsylvania
$15.7B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$433M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.51B
5
State Street
State Street
Massachusetts
$10.8B

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$1.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$736M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$163M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.2M
5
SH
Svenska Handelsbanken
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
276
Ingalls & Snyder LLC
New York
$34M -$530K -3,671 -2%
PTC
277
Philadelphia Trust Company
Pennsylvania
$33.9M -$3.17M -21,930 -9%
CIBC World Market
278
CIBC World Market
Ontario, Canada
$33.8M +$1.8M +12,452 +6%
Calamos Advisors
279
Calamos Advisors
Illinois
$33.7M +$41.3K +286 +0.1%
EWM
280
Evercore Wealth Management
New York
$33.4M -$365K -2,528 -1%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$33.3M -$183K -1,265 -0.5%
DL
282
Delta Lloyd
Netherlands
$33.2M +$1.47M +10,147 +5%
B
283
BP
United Kingdom
$33.2M – – –
Wellington Management Group
284
Wellington Management Group
Massachusetts
$33M +$4.2M +29,104 +15%
HPC
285
HM Payson & Co
Maine
$32.3M -$249K -1,725 -0.8%
IGIM
286
I.G. Investment Management
Manitoba, Canada
$32.3M -$44.4K -307 -0.1%
LWCFA
287
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.1M +$670K +4,639 +2%
WBC
288
Westpac Banking Corp
Australia
$32M -$4.76M -32,958 -13%
TBC
289
Tweedy, Browne Co
Connecticut
$31.9M -$22.9M -158,533 -42%
MOACM
290
Mutual of America Capital Management
New York
$31.9M -$740K -5,120 -2%
V
291
Veritable
Delaware
$31.4M +$195K +1,347 +0.6%
EIA
292
Edgemoor Investment Advisors
Maryland
$31.2M +$691K +4,780 +2%
CBCM
293
Cook & Bynum Capital Management
Alabama
$30.9M – – –
RI
294
Redwood Investments
Massachusetts
$30.7M +$3.02M +20,876 +11%
WJA
295
Williams Jones & Associates
New York
$30.1M +$3.76K +26 +0%
NG
296
Northstar Group
New York
$29.5M +$245K +1,693 +0.8%
TH
297
TCTC Holdings
Texas
$29.5M -$260K -1,800 -0.9%
BJ
298
Brouwer & Janachowski
California
$29.3M +$764K +5,285 +3%
RC
299
Roundview Capital
New Jersey
$29.2M -$328K -2,271 -1%
KBC Group
300
KBC Group
Belgium
$29.1M +$5.55M +38,417 +24%
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