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 %
BBA
676
BLB&B Advisors
Pennsylvania
$5.22M +$688K +4,851 +15%
SFA
677
Staton Financial Advisors
North Carolina
$5.22M +$33.8K +238 +0.7%
CAM
678
Cypress Asset Management
Texas
$5.21M -$314K -2,215 -6%
HB
679
Homrich & Berg
Georgia
$5.18M +$66.3K +467 +1%
SYBT
680
Stock Yards Bank & Trust
Kentucky
$5.14M -$75.2K -530 -1%
BFG
681
Beacon Financial Group
Texas
$5.12M -$297K -2,085 -5%
SI
682
SII Investments
Wisconsin
$5.11M +$429K +3,024 +9%
OA
683
Outfitter Advisors
Virginia
$5.11M -$14.2K -100 -0.3%
CCP
684
Centaur Capital Partners
Texas
$5.11M +$355K +2,500 +7%
ACP
685
Aviance Capital Partners
Florida
$5.11M +$1.84M +12,956 +56%
QOP
686
Quinn Opportunity Partners
Virginia
$5.09M -$3.99M -28,100 -44%
PAM
687
Peak Asset Management
Colorado
$5.07M +$78.2K +551 +2%
BPM
688
Bowling Portfolio Management
Ohio
$5.07M +$1.35M +9,489 +36%
MCM
689
Matarin Capital Management
New York
$5.06M – – –
LFR
690
Lehman Financial Resources
Pennsylvania
$5.04M +$56.7K +400 +1%
SFSG
691
Stearns Financial Services Group
North Carolina
$5.03M +$284K +2,000 +6%
DAM
692
Davis Asset Management
California
$4.97M – – –
BC
693
Blackhill Capital
New Jersey
$4.96M +$70.9K +500 +1%
DM
694
Delphi Management
Massachusetts
$4.96M -$124K -874 -2%
PAIM
695
Punch & Associates Investment Management
Minnesota
$4.95M +$4.95M +34,877 New
MCP
696
Mirador Capital Partners
California
$4.94M +$4.94M +34,812 New
WSFS
697
Wilmington Savings Fund Society
Delaware
$4.93M -$200K -1,407 -4%
LNWWM
698
Laird Norton Wetherby Wealth Management
California
$4.93M +$31.6K +223 +0.6%
BFIM
699
Beese Fulmer Investment Management
Ohio
$4.92M +$139K +985 +3%
CLOS
700
Compagnie Lombard Odier SCmA
Switzerland
$4.92M +$1.04M +7,332 +27%
26 27
28
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