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 %
SAM
451
Silvercrest Asset Management
New York
$13.1M +$278K +1,958 +2%
LKIM
452
Lawson Kroeker Investment Management
Nebraska
$13.1M +$29.1K +205 +0.2%
WF
453
Welch & Forbes
Massachusetts
$13M -$109K -766 -0.8%
BFS
454
Bradley Foster & Sargent
Connecticut
$12.9M +$391K +2,758 +3%
AF
455
Ally Financial
Michigan
$12.8M – – –
COPPSERS
456
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.7M +$5.56M +39,170 +78%
SIG
457
Schaller Investment Group
North Carolina
$12.7M -$19.9K -140 -0.2%
RFA
458
Reilly Financial Advisors
California
$12.6M +$67.3K +474 +0.5%
BKBG
459
BHF Kleinwort Benson Group
Belgium
$12.6M -$697K -4,915 -5%
PIM
460
Perkins Investment Management
Illinois
$12.4M -$503K -3,548 -4%
IFAM
461
Institutional & Family Asset Management
Colorado
$12.4M -$93.9K -711 -0.8%
JIC
462
JRM Investment Counsel
Nebraska
$12.4M +$32.2K +227 +0.3%
UB
463
UMB Bank
Missouri
$12.2M -$499K -3,518 -4%
BB
464
Busey Bank
Illinois
$12.1M +$132K +928 +1%
KRSITF
465
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12M +$2.07M +14,609 +21%
FAAS
466
First Allied Advisory Services
California
$12M -$470K -3,320 -4%
Robeco Institutional Asset Management
467
Robeco Institutional Asset Management
Netherlands
$11.9M +$497K +3,502 +4%
MFS
468
MSI Financial Services
Massachusetts
$11.7M -$139K -983 -1%
OMC
469
Overbrook Management Corp
New York
$11.7M +$855K +6,024 +8%
CCB
470
Cutter & Co Brokerage
Missouri
$11.6M -$127K -895 -1%
SRC
471
Shufro Rose & Co
New York
$11.5M +$161K +1,136 +1%
BCF
472
BLS Capital Fondsmaeglerselskab
Denmark
$11.5M +$220K +1,550 +2%
BFS
473
Baskin Financial Services
Ontario, Canada
$11.5M +$488K +3,439 +4%
DY
474
Dowling & Yahnke
California
$11.4M +$343K +2,415 +3%
JIC
475
Johnson Investment Counsel
Ohio
$11.4M +$4.92M +34,670 +75%
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