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 %
ISB
751
Iowa State Bank
Iowa
$4.09M -$48.2K -340 -1%
IG
752
ING Group
Netherlands
$4.08M -$79.4M -560,104 -95%
GA
753
GFS Advisors
Texas
$4.08M +$2.33M +16,450 +134%
EVM
754
Evelyn V. Moreno
$4.07M -$4.26K -30 -0.1%
BOTW
755
Bank of the West
California
$4.04M +$194K +1,366 +5%
SAM
756
Summit Asset Management
Tennessee
$4.02M -$27.8K -196 -0.7%
W
757
Wealthfront
California
$4M +$861K +6,072 +27%
RIA
758
Regal Investment Advisors
Michigan
$3.99M -$61.4K -433 -2%
CGT
759
Capital Guardian Trust
California
$3.99M -$1.14M -8,046 -22%
EAM
760
Evanson Asset Management
California
$3.98M -$140K -986 -3%
WAM
761
Wealthspire Advisors (Maryland)
Maryland
$3.98M +$370K +2,611 +10%
MBTD
762
Mechanics Bank - Trust Department
California
$3.96M +$89.4K +630 +2%
SS
763
Sunbelt Securities
Texas
$3.95M +$70.4K +496 +2%
Macquarie Group
764
Macquarie Group
Australia
$3.93M +$241K +1,700 +7%
HC
765
HHG & Company
Connecticut
$3.93M +$55.3K +390 +1%
Daiwa Securities Group
766
Daiwa Securities Group
Japan
$3.92M +$99.3K +700 +3%
BAM
767
Burnham Asset Management
New York
$3.89M -$214K -1,500 -5%
RMC
768
Regis Management Company
California
$3.88M – – –
SHCM
769
Stokes & Hubbell Capital Management
Louisiana
$3.86M +$231K +1,629 +6%
KS
770
Karpas Strategies
Connecticut
$3.84M -$70.9K -500 -2%
CMBA
771
C.M. Bidwell & Associates
Hawaii
$3.79M +$3.79M +26,735 New
AT
772
Arden Trust
Delaware
$3.75M -$546K -3,849 -13%
TPW
773
Tiller Private Wealth
Pennsylvania
$3.74M +$3.74M +26,354 New
ID
774
Integral Derivatives
New York
$3.74M -$9.35M -65,874 -71%
AF
775
Aldebaran Financial
$3.74M – – –
29 30
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