BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 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, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
751
Corda Investment Management
Texas
$4.58M -$172K -1,190 -4%
JWBC
752
J.W. Burns & Co
New York
$4.58M -$42.7K -295 -0.9%
RCG
753
Ruggie Capital Group
Florida
$4.57M -$261K -1,807 -5%
PWP
754
Private Wealth Partners
California
$4.53M +$29K +200 +0.6%
RMAM
755
Raab & Moskowitz Asset Management
New Jersey
$4.53M +$88.6K +612 +2%
BAS
756
Brown Advisory Securities
Maryland
$4.52M -$187K -1,291 -4%
AFWA
757
Ancora Family Wealth Advisors
Ohio
$4.45M +$151K +1,045 +4%
CAM
758
Columbia Asset Management
Michigan
$4.41M +$43.4K +300 +1%
TPW
759
Tiller Private Wealth
Pennsylvania
$4.41M +$591K +4,085 +16%
RA
760
Royce & Associates
New York
$4.39M – – –
PC
761
Palo Capital
California
$4.39M +$2.43M +16,802 +124%
HW
762
Hedeker Wealth
Illinois
$4.37M -$6.11M -43,052 Closed
MWM
763
Merriman Wealth Management
Washington
$4.36M +$4.36M +30,109 New
PWM
764
Perigon Wealth Management
California
$4.35M +$201K +1,391 +5%
BJL
765
Brighton Jones LLC
Washington
$4.34M +$540K +3,731 +14%
AWM
766
Arbor Wealth Management
Florida
$4.34M +$257K +1,786 +6%
W
767
Wealthfront
California
$4.33M +$251K +1,733 +6%
MPAM
768
Murphy Pohlad Asset Management
Minnesota
$4.28M +$6.51K +45 +0.2%
NFG
769
Next Financial Group
Texas
$4.25M +$693K +4,790 +19%
WAM
770
Wealthspire Advisors (Maryland)
Maryland
$4.25M +$188K +1,295 +5%
CGT
771
Capital Guardian Trust
California
$4.21M +$147K +1,017 +4%
BFG
772
Beacon Financial Group
Texas
$4.19M -$913K -6,426 -18%
KJHP
773
K.J. Harrison & Partners
Ontario, Canada
$4.18M -$7.24K -50 -0.2%
ISB
774
Iowa State Bank
Iowa
$4.17M – – –
EVM
775
Evelyn V. Moreno
$4.16M – – –
29 30
31
32 33