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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
SYBT
676
Stock Yards Bank & Trust
Kentucky
$5.81M +$559K +3,909 +11%
CCM
677
Corsair Capital Management
New York
$5.8M -$1.48M -10,360 -21%
WDL
678
Well Done LLC
Michigan
$5.79M +$208K +1,454 +4%
SGAM
679
Steinberg Global Asset Management
Florida
$5.75M +$256K +1,790 +5%
FAT
680
First American Trust
California
$5.74M -$269K -1,885 -5%
GIM
681
Goelzer Investment Management
Indiana
$5.73M -$308K -2,151 -5%
PP
682
Palladium Partners
Virginia
$5.73M -$166K -1,164 -3%
MSDF
683
Michael & Susan Dell Foundation
New York
$5.72M
CPA
684
Court Place Advisors
Maryland
$5.71M +$178K +1,245 +3%
NC
685
Northpointe Capital
Michigan
$5.7M -$547K -3,828 -9%
CCA
686
Cobblestone Capital Advisors
New York
$5.67M +$4.53M +31,700 +425%
HB
687
Homrich & Berg
Georgia
$5.67M +$378K +2,642 +7%
MKC
688
M. Kraus & Co
Vermont
$5.66M -$715 -5 -0%
BPC
689
Banque Pictet & Cie
Switzerland
$5.66M -$22.9K -160 -0.4%
NLI
690
Nippon Life Insurance
Japan
$5.66M -$70.8K -495 -1%
OPCM
691
Osborne Partners Capital Management
California
$5.64M +$204K +1,429 +4%
OIMU
692
Orbis Investment Management (US)
California
$5.63M +$5.56M +38,911 New
TF
693
Trutina Financial
Washington
$5.63M -$67.9K -475 -1%
PFA
694
Paradigm Financial Advisors
Missouri
$5.58M +$36.5K +255 +0.7%
PLFAM
695
Pineno Levin & Ford Asset Management
Virginia
$5.55M +$20.7K +145 +0.4%
BII
696
Bainco International Investors
Massachusetts
$5.52M +$5.23M +36,600 +2,361%
CLOS
697
Compagnie Lombard Odier SCmA
Switzerland
$5.52M +$502K +3,513 +10%
BBA
698
BLB&B Advisors
Pennsylvania
$5.51M +$183K +1,282 +3%
PCM
699
Pointe Capital Management
Michigan
$5.5M -$193K -1,353 -3%
CPIG
700
Chicago Partners Investment Group
Illinois
$5.43M +$656K +4,591 +14%

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.