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 %
RC
401
RegentAtlantic Capital
New Jersey
$16.7M +$937K +6,602 +6%
HIC
402
Harvey Investment Company
Kentucky
$16.5M -$171K -1,205 -1%
DWM
403
Destination Wealth Management
California
$16.5M – – –
OI
404
Oakbrook Investments
Illinois
$16.4M -$355K -2,500 -2%
DC
405
Deere & Company
Illinois
$16.4M -$2.88M -20,283 -15%
ZIG
406
Zuckerman Investment Group
Illinois
$16.3M +$812K +5,722 +5%
LS
407
Livforsakringsbolaget Skandia
Sweden
$16.2M – – –
TU
408
TDAM USA
Ontario, Canada
$16.1M -$194K -1,365 -1%
CAN
409
Cetera Advisor Networks
California
$16.1M -$547K -3,861 -3%
PC
410
Pecaut & Co
Iowa
$16.1M -$150K -1,057 -0.9%
TAF
411
Tredje AP-fonden
Sweden
$16.1M +$5.14M +35,988 +47%
RFC
412
Regions Financial Corp
Alabama
$15.9M -$800K -5,639 -5%
CANC
413
Culbertson A N & Co
Virginia
$15.8M +$322K +2,268 +2%
BWP
414
Baldwin Wealth Partners
Massachusetts
$15.7M +$1.43M +10,099 +10%
First Trust Advisors
415
First Trust Advisors
Illinois
$15.7M +$9.45M +66,585 +152%
AIA
416
Avalon Investment & Advisory
Texas
$15.6M -$328K -2,314 -2%
GIA
417
Granite Investment Advisors
New Hampshire
$15.5M -$265K -1,865 -2%
HA
418
Halsey Associates
Connecticut
$15.5M +$168K +1,187 +1%
ICM
419
Intrepid Capital Management
Florida
$15.4M -$2.18M -15,400 -12%
VFS
420
VSR Financial Services
Kansas
$15.3M +$1.63M +11,485 +12%
MA
421
Menlo Advisors
California
$15.2M -$48.9K -345 -0.3%
SC
422
Scotia Capital
Ontario, Canada
$15.1M -$704K -4,957 -4%
KAS
423
Kemnay Advisory Services
New York
$14.9M +$1.03M +7,253 +7%
EDRH
424
Edmond de Rothschild Holding
Switzerland
$14.8M -$289K -2,034 -2%
GD
425
Grandfield & Dodd
New York
$14.7M +$183K +1,290 +1%
15 16
17
18 19