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 %
DMIC
326
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.1M +$12M +84,715 +99%
MJRIC
327
Mogy Joel R Investment Counsel
California
$24.1M +$21.7M +152,600 +898%
RG
328
Rathbones Group
United Kingdom
$24M -$150K -1,060 -0.6%
Federated Hermes
329
Federated Hermes
Pennsylvania
$23.8M +$2.39M +16,826 +11%
AM
330
Account Management
Massachusetts
$23.6M +$840K +5,917 +4%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$23.4M -$109K -766 -0.5%
MIM
332
Martin Investment Management
Florida
$23.3M -$821K -5,785 -3%
CPSAC
333
Chas P. Smith & Associates (CPS)
Florida
$22.7M -$249K -1,758 -1%
Massachusetts Financial Services
334
Massachusetts Financial Services
Massachusetts
$22.7M +$1.73M +12,178 +8%
SIM
335
Sentry Investment Management
Wisconsin
$22.7M – – –
CCA
336
Covey Capital Advisors
Georgia
$22.5M -$532K -3,750 -2%
OC
337
Oppenheimer & Co
New York
$22.5M -$519K -3,657 -2%
AI
338
Ariel Investments
Illinois
$22.4M +$2.64M +18,642 +13%
SEI Investments
339
SEI Investments
Pennsylvania
$22.3M -$1.95M -13,747 -8%
CEP
340
Chicago Equity Partners
Illinois
$22.3M -$1.99M -14,035 -8%
OWP
341
Obermeyer Wealth Partners
Colorado
$22.2M -$2.2M -15,537 -9%
Nisa Investment Advisors
342
Nisa Investment Advisors
Missouri
$22.2M +$210K +1,481 +1%
WPIC
343
White Pine Investment Company
Michigan
$22.2M -$396K -2,793 -2%
Mackenzie Financial
344
Mackenzie Financial
Ontario, Canada
$22M -$629K -4,436 -3%
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$21.8M +$21.8M +153,684 +147,773%
LI
346
Lafayette Investments
Maryland
$21.8M -$21.3K -150 -0.1%
RCM
347
Rockshelter Capital Management
Pennsylvania
$21.5M -$381K -2,682 -2%
FNBOO
348
First National Bank of Omaha
Nebraska
$21.5M -$554K -3,903 -3%
GCM
349
Gabalex Capital Management
New York
$21.3M – – –
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$1.22M +8,596 +6%
12 13
14
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