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 %
Victory Capital Management
701
Victory Capital Management
Texas
$4.9M -$260K -1,830 -5%
TI
702
Trigran Investments
Illinois
$4.9M +$113K +800 +2%
PWLP
703
Prio Wealth Limited Partnership
Massachusetts
$4.87M -$79.4K -560 -2%
NB
704
NBT Bank
New York
$4.86M +$10.1K +71 +0.2%
FTB
705
First Trust Bank
Bahamas
$4.85M – – –
TMAM
706
Tokio Marine Asset Management
Japan
$4.8M +$40K +282 +0.8%
SCM
707
Shelton Capital Management
Colorado
$4.79M +$1.65M +11,600 +52%
UR
708
USCA RIA
Texas
$4.78M -$226K -1,590 -5%
RCG
709
Ruggie Capital Group
Florida
$4.75M +$4.75M +33,440 New
QI
710
Quotient Investors
New York
$4.74M +$3.22M +22,664 +211%
EML
711
Eos Management LP
New York
$4.72M – – –
DIA
712
Dean Investment Associates
Ohio
$4.7M -$29.5K -208 -0.6%
CPIG
713
Chicago Partners Investment Group
Illinois
$4.67M +$655K +4,616 +16%
FFWA
714
FRG Family Wealth Advisors
Washington
$4.66M -$14.2K -100 -0.3%
CIM
715
Corda Investment Management
Texas
$4.66M +$539K +3,796 +13%
FSA
716
Franklin Street Advisors
North Carolina
$4.63M -$986K -6,952 -18%
BAS
717
Brown Advisory Securities
Maryland
$4.61M -$193K -1,363 -4%
SCM
718
Sterling Capital Management
North Carolina
$4.6M -$376K -2,652 -8%
WC
719
Whitnell & Co
Illinois
$4.6M +$666K +4,695 +17%
SI
720
Stephens Inc
Arkansas
$4.59M -$249K -1,756 -5%
ECA
721
Endeavour Capital Advisors
Connecticut
$4.58M -$25.3M -178,565 -85%
CL
722
Croft-Leominster
Maryland
$4.57M +$99.2K +699 +2%
EDRS
723
Edmond de Rothschild (Suisse)
Switzerland
$4.56M -$1.52M -10,710 -25%
AC
724
Addenda Capital
Quebec, Canada
$4.54M -$1.6M -11,274 -26%
JWBC
725
J.W. Burns & Co
New York
$4.53M -$8.09K -57 -0.2%
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