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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
MYAM
726
Meiji Yasuda Asset Management
Japan
$5.04M +$2.49M +17,400 +100%
SCM
727
Shelton Capital Management
Colorado
$5.03M +$136K +950 +3%
WSFS
728
Wilmington Savings Fund Society
Delaware
$5.02M -$15.2K -106 -0.3%
WC
729
Whitnell & Co
Illinois
$5.02M +$322K +2,250 +7%
NB
730
NBT Bank
New York
$5M +$41.7K +292 +0.9%
FANJ
731
Financial Architects (New Jersey)
New Jersey
$4.99M +$531K +3,711 +12%
PWLP
732
Prio Wealth Limited Partnership
Massachusetts
$4.97M
ATIA
733
American Trust Investment Advisors
New Hampshire
$4.96M +$565K +3,951 +13%
UR
734
USCA RIA
Texas
$4.93M +$52.3K +366 +1%
DM
735
Delphi Management
Massachusetts
$4.88M -$181K -1,267 -4%
MCP
736
Mirador Capital Partners
California
$4.88M -$123K -862 -2%
SI
737
Stephens Inc
Arkansas
$4.87M +$178K +1,245 +4%
BFM
738
Boston Financial Management
Massachusetts
$4.84M +$1.14M +7,982 +31%
SPC
739
Sigma Planning Corp
Michigan
$4.83M +$219K +1,534 +5%
EML
740
Eos Management LP
New York
$4.81M
TMAM
741
Tokio Marine Asset Management
Japan
$4.8M -$96.2K -673 -2%
ICOA
742
Investment Centers of America
North Dakota
$4.79M +$4.73M +33,105 New
FFWA
743
FRG Family Wealth Advisors
Washington
$4.77M +$27.9K +195 +0.6%
DIA
744
Dean Investment Associates
Ohio
$4.72M -$76.6K -536 -2%
AC
745
Addenda Capital
Quebec, Canada
$4.71M +$81.6K +571 +2%
BOTW
746
Bank of the West
California
$4.68M +$552K +3,864 +14%
FSA
747
Franklin Street Advisors
North Carolina
$4.68M -$41.5K -290 -0.9%
ECA
748
Endeavour Capital Advisors
Connecticut
$4.68M
IFLIT
749
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.6M
PAI
750
Pittenger & Anderson Inc
Nebraska
$4.6M +$17.2K +120 +0.4%

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.