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 %
OMCS
726
Old Mutual Customised Solutions
South Africa
$4.53M +$99.3K +700 +2%
SPC
727
Sigma Planning Corp
Michigan
$4.52M -$491K -3,459 -10%
IFLIT
728
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.51M – – –
BFPW
729
BOK Financial Private Wealth
Colorado
$4.5M -$496K -3,499 -10%
PAI
730
Pittenger & Anderson Inc
Nebraska
$4.49M -$64K -451 -1%
PWP
731
Private Wealth Partners
California
$4.41M -$52.4K -369 -1%
MYLI
732
Meiji Yasuda Life Insurance
Japan
$4.4M -$128K -900 -3%
GMA
733
Goldstein Munger & Associates
California
$4.4M – – –
MCM
734
MAI Capital Management
Ohio
$4.37M +$152K +1,074 +4%
FANJ
735
Financial Architects (New Jersey)
New Jersey
$4.36M -$515K -3,629 -11%
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
$4.35M +$766K +5,396 +21%
RA
737
Royce & Associates
New York
$4.31M +$929K +6,547 +28%
ATIA
738
American Trust Investment Advisors
New Hampshire
$4.3M +$117K +825 +3%
CAM
739
Columbia Asset Management
Michigan
$4.28M -$22.7K -160 -0.5%
SFWA
740
Summit Financial Wealth Advisors
Louisiana
$4.25M +$972K +6,850 +30%
ECM
741
Everence Capital Management
Indiana
$4.24M – – –
AFWA
742
Ancora Family Wealth Advisors
Ohio
$4.21M +$619K +4,360 +17%
MPAM
743
Murphy Pohlad Asset Management
Minnesota
$4.19M +$232K +1,637 +6%
SCM
744
Summit Capital Management
Washington
$4.17M -$117K -822 -3%
PWM
745
Perigon Wealth Management
California
$4.15M – – –
SAMNY
746
Samsung Asset Management (New York)
New York
$4.13M -$2.92M -20,580 -41%
KJHP
747
K.J. Harrison & Partners
Ontario, Canada
$4.11M +$21.3K +150 +0.5%
Toronto Dominion Bank
748
Toronto Dominion Bank
Ontario, Canada
$4.1M -$6.72M -47,451 -62%
AWM
749
Arbor Wealth Management
Florida
$4.1M +$460K +3,185 +13%
Fiera Capital (Canada)
750
Fiera Capital (Canada)
Quebec, Canada
$4.09M -$167K -1,180 -4%
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