BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,897 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 663 increasing their positions, 749 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+104
Holders Change %
+5.8%
% of All Funds
47.5%
Holding in Top 10
381
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.57%
% of All Funds
9.54%
New
202
Increased
663
Reduced
749
Closed
61
Calls
$1.48B
Puts
$1.46B
Net Calls
+$26.1M
Net Calls Change
+$394K

Top Buyers

1
State Street
State Street
Massachusetts
+$1.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$480M
3
Morgan Stanley
Morgan Stanley
New York
+$424M
4
BFA
BlackRock Fund Advisors
California
+$336M
5
Asset Management One
Asset Management One
Japan
+$294M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$815M
2
Deutsche Bank
Deutsche Bank
Germany
-$540M
3
MTB
Mizuho Trust & Banking
Japan
-$271M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$142M
5
WP
Wedgewood Partners
Missouri
-$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenmede Trust
Pennsylvania
$39.5M -$50.2K -308 -0.1%
Los Angeles Capital Management
277
Los Angeles Capital Management
California
$39.3M -$675K -4,140 -2%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$39.2M +$428K +2,624 +1%
SWA
279
SFMG Wealth Advisors
Texas
$38.9M +$506K +3,106 +1%
PCI
280
Pacifica Capital Investments
Texas
$38.7M -$1.31M -8,020 -3%
Calamos Advisors
281
Calamos Advisors
Illinois
$38.4M +$337K +2,065 +0.9%
ISL
282
Ingalls & Snyder LLC
New York
$38.2M -$127K -778 -0.3%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$38M -$1.89M -11,600 -5%
PP
284
Prospector Partners
Connecticut
$38M -$3.72M -22,800 -9%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$38M +$29.5M +180,721 +346%
PTC
286
Philadelphia Trust Company
Pennsylvania
$38M -$320K -1,963 -0.8%
B
287
BP
United Kingdom
$37.5M – – –
MOACM
288
Mutual of America Capital Management
New York
$36.7M +$702K +4,306 +2%
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$36.4M -$1.14M -7,005 -3%
EWM
290
Evercore Wealth Management
New York
$36.4M -$1.3M -7,951 -3%
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$36.2M +$17.7M +108,812 +96%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.1M -$185K -1,137 -0.5%
HPC
293
HM Payson & Co
Maine
$35.8M -$694K -4,259 -2%
EIA
294
Edgemoor Investment Advisors
Maryland
$35.6M +$448K +2,751 +1%
NMIMC
295
Northwestern Mutual Investment Management Company
Wisconsin
$35.5M +$4.92M +30,206 +16%
AIMCA
296
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.5M -$3.46M -21,200 -9%
V
297
Veritable
Delaware
$35.2M -$255K -1,566 -0.7%
CBCM
298
Cook & Bynum Capital Management
Alabama
$34.9M – – –
RIG
299
Roosevelt Investment Group
New York
$34.4M -$4.66M -28,565 -12%
BJ
300
Brouwer & Janachowski
California
$34.3M +$1.26M +7,759 +4%
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