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

Berkshire Hathaway Class B

1,788 hedge funds and large institutions have $121B invested in Berkshire Hathaway Class B in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
301
1832 Asset Management
Ontario, Canada
$29.5M +$4.37M +30,537 +18%
NG
302
Northstar Group
New York
$29.4M +$19K +133 +0.1%
SCI
303
S&CO Inc
Massachusetts
$28.9M
AIMCA
304
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$28.9M +$9.19M +64,300 +48%
Wellington Management Group
305
Wellington Management Group
Massachusetts
$28.8M +$760K +5,319 +3%
HCM
306
Hollencrest Capital Management
California
$28.7M +$28.2K +197 +0.1%
BJ
307
Brouwer & Janachowski
California
$28.6M +$91.3K +639 +0.3%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$28.3M +$6.67M +46,647 +31%
FDCC
309
Foster Dykema Cabot & Co
Massachusetts
$28.3M -$1.65M -11,574 -6%
CBOA
310
Commonwealth Bank of Australia
Australia
$28M +$708K +4,954 +3%
CIM
311
Confluence Investment Management
Missouri
$27.9M +$2.33M +16,284 +9%
RI
312
Redwood Investments
Massachusetts
$27.7M +$737K +5,153 +3%
AAF
313
Andra AP-fonden
Sweden
$27.7M +$1.22M +8,500 +5%
CVM
314
Cheviot Value Management
California
$27.5M -$307K -2,147 -1%
SAIG
315
Semper Augustus Investments Group
Colorado
$27.3M +$28.6K +200 +0.1%
CC
316
Cadinha & Co
Hawaii
$27.3M +$1.13M +7,884 +4%
FAF
317
Fjarde Ap-fonden
Sweden
$27.1M +$1.11M +7,780 +4%
WAM
318
World Asset Management
Michigan
$27M +$676K +4,730 +3%
Fifth Third Bancorp
319
Fifth Third Bancorp
Ohio
$26.7M +$313K +2,189 +1%
Mitsubishi UFJ Asset Management
320
Mitsubishi UFJ Asset Management
Japan
$26.6M +$707K +4,948 +3%
PAG
321
Private Advisor Group
New Jersey
$26.5M +$2.07M +14,509 +8%
JVBC
322
J.V. Bruni & Co
Colorado
$26.4M -$330K -2,307 -1%
SAM
323
Securian Asset Management
Minnesota
$26.4M +$245K +1,711 +0.9%
AIM
324
Artemis Investment Management
United Kingdom
$26.3M +$7.63M +53,392 +42%
SIC
325
Salem Investment Counselors
North Carolina
$26.2M +$66.2K +463 +0.3%

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.