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Berkshire Hathaway Class B

1,788 hedge funds and large institutions have $121B invested in Berkshire Hathaway Class B in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$10M +$711K +4,974 +8%
S
527
SignatureFD
Georgia
$9.99M +$156K +1,090 +2%
MAM
528
Meeder Asset Management
Ohio
$9.96M -$627K -4,387 -6%
BFO
529
Boston Family Office
Massachusetts
$9.96M -$59.3K -415 -0.6%
RC
530
RBO & Co
California
$9.85M +$36.5K +255 +0.4%
BEAM
531
Baker Ellis Asset Management
Washington
$9.8M +$38.6K +270 +0.4%
RIL
532
Rothschild Investment LLC
Illinois
$9.72M +$506K +3,540 +6%
GCM
533
GoodHaven Capital Management
New Jersey
$9.61M
BFA
534
Beaumont Financial Advisors
Massachusetts
$9.58M +$8.78M +61,434 +1,300%
AL
535
Agran Libbie
California
$9.51M +$47.9K +335 +0.5%
WCMN
536
Westchester Capital Management (Nebraska)
Nebraska
$9.49M -$139K -970 -1%
DBT
537
Dubuque Bank & Trust
Iowa
$9.48M +$1.11M +7,751 +13%
FCI
538
Financial Counselors Inc
Kansas
$9.45M +$400K +2,798 +4%
MGIA
539
Moneta Group Investment Advisors
Missouri
$9.44M
EDRE
540
Edmond de Rothschild (Europe)
Luxembourg
$9.43M +$123K +860 +1%
CK
541
Cohen Klingenstein
New York
$9.38M
LC
542
Lincoln Capital
Nebraska
$9.37M +$5.72K +40 +0.1%
OTPPB
543
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.36M +$53.6K +375 +0.6%
Mariner
544
Mariner
Kansas
$9.31M -$2.12M -14,817 -19%
BG
545
Bahl & Gaynor
Ohio
$9.23M +$14.9K +104 +0.2%
IA
546
IFP Advisors
Florida
$9.21M +$6.58M +45,998 +262%
RCM
547
Riverhead Capital Management
Delaware
$9.17M -$11M -77,100 -55%
FA
548
FDx Advisors
Illinois
$9.12M +$140K +977 +2%
BIC
549
Bridges Investment Counsel
Nebraska
$9.06M -$109K -760 -1%
FWM
550
Frontier Wealth Management
Missouri
$9.04M +$21.3K +149 +0.2%

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.