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 %
VCM
501
Vision Capital Management
Oregon
$10.1M – – –
CFA
502
Carroll Financial Associates
North Carolina
$10M +$170K +1,198 +2%
ZIG
503
Zurich Insurance Group
Switzerland
$10M +$1.32M +9,304 +15%
CAM
504
Carret Asset Management
New York
$10M -$360K -2,538 -3%
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$9.99M -$31.2K -220 -0.3%
SC
506
Spindletop Capital
New York
$9.93M – – –
BFO
507
Boston Family Office
Massachusetts
$9.82M +$198K +1,397 +2%
Jones Financial Companies
508
Jones Financial Companies
Missouri
$9.81M +$2.22M +15,625 +29%
OCA
509
Otter Creek Advisors
Florida
$9.71M +$4.71M +33,212 +94%
S
510
SignatureFD
Georgia
$9.64M +$117K +827 +1%
Bank of Nova Scotia
511
Bank of Nova Scotia
Ontario, Canada
$9.64M -$16.1M -113,764 -63%
RC
512
RBO & Co
California
$9.61M +$615K +4,335 +7%
BEAM
513
Baker Ellis Asset Management
Washington
$9.57M -$42.1K -297 -0.4%
AB
514
Amalgamated Bank
New York
$9.52M +$2.51M +17,658 +36%
WCMN
515
Westchester Capital Management (Nebraska)
Nebraska
$9.44M +$3.31M +23,305 +54%
GCM
516
GoodHaven Capital Management
New Jersey
$9.42M +$1.31M +9,265 +16%
AL
517
Agran Libbie
California
$9.27M -$44.7K -315 -0.5%
MGIA
518
Moneta Group Investment Advisors
Missouri
$9.25M +$4.97K +35 +0.1%
MERSOM
519
Municipal Employees' Retirement System of Michigan
Michigan
$9.23M +$153K +1,080 +2%
CK
520
Cohen Klingenstein
New York
$9.19M – – –
LC
521
Lincoln Capital
Nebraska
$9.18M +$327K +2,306 +4%
EDRE
522
Edmond de Rothschild (Europe)
Luxembourg
$9.12M +$497K +3,503 +6%
OTPPB
523
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.12M +$5.22M +36,816 +134%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$9.09M +$998K +7,032 +12%
Jane Street
525
Jane Street
New York
$9.06M +$5.82M +41,052 +180%
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