BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
751
Regal Investment Advisors
Michigan
$3.77M +$297K +2,251 +9%
CF
752
CenterStar Fund
Illinois
$3.76M -$2.69M – –
CPIG
753
Chicago Partners Investment Group
Illinois
$3.74M +$542K +4,104 +17%
SWA
754
SFMG Wealth Advisors
Texas
$3.72M +$25.2K +191 +0.7%
MPAM
755
Murphy Pohlad Asset Management
Minnesota
$3.68M -$121K -920 -3%
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$3.66M +$3.66M +27,723 New
WC
757
Whitnell & Co
Illinois
$3.66M +$699K +5,295 +24%
KS
758
Karpas Strategies
Connecticut
$3.64M – – –
AHS
759
Aspiriant Holdings S3
California
$3.64M -$22.4K -170 -0.6%
OTPPB
760
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.62M +$23.5K +178 +0.7%
SS
761
Sunbelt Securities
Texas
$3.61M -$82.1K -622 -2%
CLOS
762
Compagnie Lombard Odier SCmA
Switzerland
$3.61M -$464K -3,513 -11%
RMC
763
Regis Management Company
California
$3.61M – – –
HC
764
HHG & Company
Connecticut
$3.61M +$97.2K +736 +3%
MBTD
765
Mechanics Bank - Trust Department
California
$3.6M -$242K -1,833 -6%
BOTW
766
Bank of the West
California
$3.58M -$48.2K -365 -1%
Daiwa Securities Group
767
Daiwa Securities Group
Japan
$3.55M +$52.8K +400 +2%
CCS
768
Crosspoint Capital Strategies
California
$3.54M +$3.29M +21,907 +1,329%
BFM
769
Boston Financial Management
Massachusetts
$3.49M -$178K -1,350 -5%
FNBT
770
FineMark National Bank & Trust
Florida
$3.49M -$4.62K -35 -0.1%
BHWM
771
Bar Harbor Wealth Management
New Hampshire
$3.48M -$44.4K -336 -1%
BPM
772
Bowling Portfolio Management
Ohio
$3.46M -$13.6K -103 -0.4%
CIC
773
Chilton Investment Company
Connecticut
$3.46M +$122K +925 +4%
BJL
774
Brighton Jones LLC
Washington
$3.45M -$732K -5,548 -18%
AF
775
Aldebaran Financial
$3.44M +$13.1K +100 +0.4%
29 30
31
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