We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,771 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, 778 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 77

24% more repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 627

19% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1B

15% more funds holding in top 10

Funds holding in top 10: 302346 (+44)

2.51% more ownership

Funds ownership: 66.9%69.41% (+2.5%)

1% more funds holding

Funds holding: 1,7491,771 (+22)

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.27B)

Holders
1,771
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.19%
Holding in Top 10
346
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.57%
% of All Funds
9.22%
New
116
Increased
778
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
301
Roundview Capital
New Jersey
$26.6M +$3.24M +24,416 +15%
RI
302
Redwood Investments
Massachusetts
$26.4M +$3.11M +23,441 +14%
JVBC
303
J.V. Bruni & Co
Colorado
$26.2M +$52.9K +399 +0.2%
AAF
304
Andra AP-fonden
Sweden
$25.9M -$1.71M -12,900 -7%
VIM
305
Veritas Investment Management
United Kingdom
$25.9M +$8.27M +62,390 +52%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$25.9M +$70K +528 +0.3%
WAM
307
World Asset Management
Michigan
$25.8M -$2.46M -18,583 -9%
CC
308
Cadinha & Co
Hawaii
$25.7M -$1.9M -14,364 -7%
SAM
309
Securian Asset Management
Minnesota
$25.6M +$198K +1,490 +0.8%
LHC
310
Levy Harkins & Co
New York
$25.6M +$572K +4,313 +2%
SIC
311
Salem Investment Counselors
North Carolina
$25.6M -$179K -1,350 -0.7%
FAF
312
Fjarde Ap-fonden
Sweden
$25.5M +$4.63M +34,951 +24%
Mitsubishi UFJ Asset Management
313
Mitsubishi UFJ Asset Management
Japan
$25.4M +$2.02M +15,269 +9%
SCA
314
STALEY CAPITAL ADVISERS
Pennsylvania
$25.3M +$492K +3,710 +2%
SAM
315
Sawgrass Asset Management
Florida
$25.2M +$1.38M +10,440 +6%
CIM
316
Confluence Investment Management
Missouri
$25M +$1.25M +9,400 +6%
PL
317
Parthenon LLC
Kentucky
$25M +$108K +815 +0.5%
WBC
318
Westpac Banking Corp
Australia
$24.6M +$197K +1,487 +0.8%
NIM
319
Northeast Investment Management
Massachusetts
$24.5M -$298K -2,246 -1%
PAG
320
Private Advisor Group
New Jersey
$24.4M +$3.04M +22,931 +15%
BTW
321
Boston Trust Walden
Massachusetts
$24.4M +$2.06M +15,545 +10%
KRS
322
Kentucky Retirement Systems
Kentucky
$24.4M +$3.95M +29,829 +21%
Nomura Asset Management
323
Nomura Asset Management
Japan
$24.3M +$569K +4,290 +3%
Janus Henderson Group
324
Janus Henderson Group
United Kingdom
$24.2M +$3.48M +26,273 +18%
TAM
325
Tocqueville Asset Management
New York
$24.1M -$3.85M -29,010 -15%

BRK.B Hedge Fund Activity: Q1 2016 in Review

1,771 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2016, worth a combined $116B — down 1.1% from $117B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new BRK.B positions and 77 closed out — a net gain of 39 holders — while 778 added to existing stakes and 627 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $5.23B. The largest seller was Gates Foundation Trust, cutting an estimated $663M.

  • 1,771 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2016, up from 1,749 in Q4 2015.
  • Funds reported $116B of Berkshire Hathaway Class B stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 116 funds opened new Berkshire Hathaway Class B positions in Q1 2016 and 77 closed out, a net change of +39 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2016 was Royal London Asset Management, an estimated $5.23B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2016 was Gates Foundation Trust, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2016.