We are live on ! Find out more
BRK.B icon

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
JCM
601
Jag Capital Management
Missouri
$7.12M +$7.4M +51,770 +3,013%
MPM
602
Meritage Portfolio Management
Kansas
$7.1M +$6.54M +45,780 +1,394%
MCMT
603
Moon Capital Management (Tennessee)
Tennessee
$7.08M -$114K -797 -2%
LIA
604
LS Investment Advisors
Michigan
$7.07M +$357K +2,495 +5%
EGA
605
Eagle Global Advisors
Texas
$7.05M -$10.7K -75 -0.2%
FC
606
FIC Capital
New York
$7.03M +$172K +1,205 +3%
PGIM
607
Pacific Global Investment Management
California
$7.03M +$53.9K +377 +0.8%
MHS
608
M Holdings Securities
Oregon
$7.02M -$417K -2,918 -6%
CTI
609
Community Trust & Investment
Kentucky
$7.01M
AAM
610
Autus Asset Management
Arizona
$6.99M +$147K +1,028 +2%
WRM
611
Weybosset Research & Management
Rhode Island
$6.99M +$157K +1,100 +2%
B
612
Barings
North Carolina
$6.93M -$605K -4,230 -8%
QIM
613
Quantitative Investment Management
Virginia
$6.85M -$1.53M -10,700 -18%
PL
614
Parkwood LLC
Ohio
$6.84M -$11.5M -80,460 -63%
MCM
615
Manchester Capital Management
Vermont
$6.78M -$425K -2,971 -6%
ACM
616
Academy Capital Management
Texas
$6.77M -$632K -4,421 -9%
EWM
617
Edge Wealth Management
New York
$6.76M +$5.5M +38,478 +464%
VCM
618
Violich Capital Management
California
$6.75M -$43.6K -305 -0.6%
CA
619
Callahan Advisors
Texas
$6.74M +$152K +1,065 +2%
PA
620
Profund Advisors
Maryland
$6.74M +$965K +6,749 +17%
AAC
621
Asset Advisors Corp
Georgia
$6.73M -$623K -4,355 -9%
VC
622
Vestor Capital
Illinois
$6.72M +$88.8K +621 +1%
KAM
623
Knightsbridge Asset Management
California
$6.72M -$1.32M -9,225 -17%
CI
624
Conning Inc
Connecticut
$6.72M +$64.3K +450 +1%
MCA
625
Mercer Capital Advisers
New Jersey
$6.71M -$57.9K -405 -0.9%

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.