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

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$163M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.2M
5
SH
5
Svenska Handelsbanken
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
351
Advisor Group
Arizona
$22.8M -$2.02M -14,006 -8%
OWP
352
Obermeyer Wealth Partners
Colorado
$22.8M +$738K +5,105 +3%
Luther King Capital Management (LKCM)
353
Luther King Capital Management (LKCM)
Texas
$22.2M +$171K +1,186 +0.8%
SFG
354
Sather Financial Group
Texas
$22M -$13.7K -95 -0.1%
WPIC
355
White Pine Investment Company
Michigan
$21.9M -$473K -3,276 -2%
CB
356
Commerce Bank
Missouri
$21.9M +$365K +2,528 +2%
LI
357
Lafayette Investments
Maryland
$21.7M -$173K -1,200 -0.8%
GCM
358
Gabalex Capital Management
New York
$21.7M – – –
TG
359
TCW Group
California
$21.6M +$401K +2,774 +2%
BBI
360
Baxter Bros Inc
Connecticut
$21.6M +$13.7K +95 +0.1%
SEI Investments
361
SEI Investments
Pennsylvania
$21.5M -$2.7M -18,715 -11%
CEP
362
Chicago Equity Partners
Illinois
$21.4M -$865K -5,990 -4%
AL
363
Aspiriant LLC
California
$21.3M -$4.55M -31,498 -18%
MIM
364
Martin Investment Management
Florida
$21.2M -$457K -3,163 -2%
BIM
365
Bridges Investment Management
Nebraska
$21.1M +$150K +1,035 +0.7%
CAG
366
Crestwood Advisors Group
Massachusetts
$21.1M -$798K -5,522 -4%
CAM
367
Capstone Asset Management
Texas
$20.9M +$678K +4,690 +3%
CTC
368
Central Trust Company
Missouri
$20.8M +$330K +2,284 +2%
RCM
369
Rockshelter Capital Management
Pennsylvania
$20.7M -$582K -4,030 -3%
SFM
370
Stack Financial Management
Montana
$20.7M +$296K +2,051 +1%
FAM
371
Fenimore Asset Management
New York
$20.7M +$110K +759 +0.5%
ACM
372
Aquamarine Capital Management
New York
$20.3M – – –
HCM
373
Horan Capital Management
Maryland
$20.1M -$582K -4,030 -3%
JWA
374
JFS Wealth Advisors
Pennsylvania
$20.1M +$32.1K +222 +0.2%
BSA
375
Braun Stacey Associates
New York
$19.9M -$911K -6,308 -4%
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