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 %
SF
626
Synovus Financial
Georgia
$6.12M +$591K +4,167 +11%
HW
627
Hedeker Wealth
Illinois
$6.11M -$400K -2,818 -6%
CA
628
Cetera Advisors
Colorado
$6.08M +$1.18M +8,309 +24%
FCBT
629
First Citizens Bank & Trust
North Carolina
$6.06M +$6.06M +42,702 New
SIM
630
Sterling Investment Management
Arizona
$6.06M -$1.17M -8,220 -16%
RCAMU
631
Rothschild & Co Asset Management US
Connecticut
$6.05M -$204K -1,441 -3%
SWM
632
SVA Wealth Management
Wisconsin
$6.04M +$431K +3,039 +8%
AIIMS
633
Analyst IMS Investment Management Services
Israel
$6M -$345K -2,434 -5%
CFG
634
Citizens Financial Group
Rhode Island
$6M +$5.07M +35,761 +548%
HDE
635
Hutner Daniel Ellsworth
$5.98M -$66K -465 -1%
AA
636
Ancora Advisors
Ohio
$5.98M +$188K +1,327 +3%
CI
637
Constellation Investments
Ohio
$5.97M +$142K +1,000 +2%
AWM
638
Avior Wealth Management
Nebraska
$5.95M +$353K +2,490 +6%
HCM
639
Howland Capital Management
Massachusetts
$5.93M +$107K +751 +2%
GIM
640
Goelzer Investment Management
Indiana
$5.92M +$27K +190 +0.5%
FAT
641
First American Trust
California
$5.89M +$2.96M +20,841 +101%
TCCM
642
Timber Creek Capital Management
Massachusetts
$5.89M +$43.3K +305 +0.7%
SSWM
643
Smith Salley Wealth Management
North Carolina
$5.89M -$6.17M -43,513 -51%
SW
644
SVB Wealth
Massachusetts
$5.89M -$31.8K -224 -0.5%
BHIA
645
Birch Hill Investment Advisors
Massachusetts
$5.87M -$157K -1,110 -3%
Baillie Gifford & Co
646
Baillie Gifford & Co
United Kingdom
$5.85M -$108M -760,330 -95%
MI
647
Markston International
New York
$5.82M +$1.02M +7,175 +21%
RWM
648
RKL Wealth Management
Pennsylvania
$5.81M -$276K -1,943 -5%
FIB
649
First Interstate Bank
Montana
$5.8M -$91.7K -646 -2%
M
650
MOTCO
Texas
$5.8M +$175K +1,230 +3%
24 25
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