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
CHAM
626
Clear Harbor Asset Management
Connecticut
$6.68M -$156K -1,090 -2%
GC
627
Gratus Capital
Georgia
$6.67M +$6.38M +44,612 +3,081%
AF
628
Alerus Financial
North Dakota
$6.66M +$6.58M +46,010 New
HKIM
629
Hayek Kallen Investment Management
Alabama
$6.65M -$102K -712 -2%
CCFCSB
630
Cape Cod Five Cents Savings Bank
Massachusetts
$6.65M +$53.6K +375 +0.8%
HC
631
Hourglass Capital
Texas
$6.65M +$66.2K +463 +1%
WFG
632
Wills Financial Group
Virginia
$6.64M -$52.9K -370 -0.8%
GWM
633
Geneos Wealth Management
Colorado
$6.61M +$99.5K +696 +2%
SKK
634
Shepherd Kaplan Krochuk
Massachusetts
$6.61M
CC
635
ClearArc Capital
Ohio
$6.59M -$22.6K -158 -0.3%
FBC
636
Fairfield, Bush & Co
Connecticut
$6.59M -$144K -1,005 -2%
BAM
637
Barrett Asset Management
New York
$6.57M +$46K +322 +0.7%
WCF
638
West Coast Financial
California
$6.57M +$138K +964 +2%
Pacer Advisors
639
Pacer Advisors
Pennsylvania
$6.55M +$643K +4,495 +11%
TSW
640
Thompson Siegel & Walmsley
Virginia
$6.52M +$4.64M +32,445 +258%
FG
641
Fiduciary Group
Georgia
$6.49M -$18.9K -132 -0.3%
SI
642
Sprott Inc
Ontario, Canada
$6.49M +$85.8K +600 +1%
WS
643
Wedbush Securities
California
$6.47M +$82.2K +575 +1%
RBA
644
Richard Bernstein Advisors
New York
$6.44M
MC
645
Martin & Co
Tennessee
$6.42M -$241K -1,685 -4%
BHIA
646
Birch Hill Investment Advisors
Massachusetts
$6.35M +$355K +2,484 +6%
OWIM
647
Old West Investment Management
California
$6.35M -$778K -5,441 -11%
LFR
648
Lehman Financial Resources
Pennsylvania
$6.32M +$1.17M +8,150 +23%
RCAMU
649
Rothschild & Co Asset Management US
Connecticut
$6.3M +$124K +868 +2%
SF
650
Synovus Financial
Georgia
$6.28M +$39.6K +277 +0.6%

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.