BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
676
Stock Yards Bank & Trust
Kentucky
$4.85M +$2.51K +19 +0.1%
SFA
677
Staton Financial Advisors
North Carolina
$4.82M -$19.7K -149 -0.4%
Victory Capital Management
678
Victory Capital Management
Texas
$4.81M +$3.37M +25,542 +235%
WSFS
679
Wilmington Savings Fund Society
Delaware
$4.78M -$9.64K -73 -0.2%
OA
680
Outfitter Advisors
Virginia
$4.77M -$6.6K -50 -0.1%
CGT
681
Capital Guardian Trust
California
$4.77M +$231K +1,749 +5%
HB
682
Homrich & Berg
Georgia
$4.76M +$286K +2,168 +6%
WI
683
Wafra Inc
New York
$4.75M – – –
DM
684
Delphi Management
Massachusetts
$4.73M -$14M -105,901 -75%
MCM
685
Matarin Capital Management
New York
$4.71M +$3.15M +23,827 +202%
SGDR
686
SPX Gestao de Recursos
Brazil
$4.69M – – –
BOH
687
Bank of Hawaii
Hawaii
$4.67M +$75.3K +570 +2%
SPC
688
Sigma Planning Corp
Michigan
$4.66M +$292K +2,212 +7%
UR
689
USCA RIA
Texas
$4.65M +$287K +2,175 +7%
BFPW
690
BOK Financial Private Wealth
Colorado
$4.65M -$2.42M -18,300 -34%
OCA
691
Otter Creek Advisors
Florida
$4.65M +$4.65M +35,205 New
PAM
692
Peak Asset Management
Colorado
$4.64M +$24.2K +183 +0.5%
LFR
693
Lehman Financial Resources
Pennsylvania
$4.64M +$19.8K +150 +0.4%
SCM
694
Sterling Capital Management
North Carolina
$4.63M +$1.48M +11,177 +47%
CA
695
Cornerstone Advisors
North Carolina
$4.62M – – –
DAM
696
Davis Asset Management
California
$4.62M – – –
PWLP
697
Prio Wealth Limited Partnership
Massachusetts
$4.6M -$3.3K -25 -0.1%
LNWWM
698
Laird Norton Wetherby Wealth Management
California
$4.56M -$258K -1,955 -5%
CA
699
Cetera Advisors
Colorado
$4.56M +$444K +3,363 +11%
BC
700
Blackhill Capital
New Jersey
$4.55M – – –
26 27
28
29 30