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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
HT
751
HAP Trading
New York
$4.6M -$2.97M -20,790 -40%
CL
752
Croft-Leominster
Maryland
$4.58M -$78.8K -551 -2%
CIM
753
Corda Investment Management
Texas
$4.58M -$170K -1,190 -4%
JWBC
754
J.W. Burns & Co
New York
$4.58M -$42.2K -295 -0.9%
RCG
755
Ruggie Capital Group
Florida
$4.57M -$258K -1,807 -5%
PWP
756
Private Wealth Partners
California
$4.53M +$28.6K +200 +0.6%
RMAM
757
Raab & Moskowitz Asset Management
New Jersey
$4.53M +$87.5K +612 +2%
BAS
758
Brown Advisory Securities
Maryland
$4.52M -$185K -1,291 -4%
AFWA
759
Ancora Family Wealth Advisors
Ohio
$4.45M +$149K +1,045 +4%
CAM
760
Columbia Asset Management
Michigan
$4.41M +$42.9K +300 +1%
TPW
761
Tiller Private Wealth
Pennsylvania
$4.41M +$584K +4,085 +16%
RA
762
Royce & Associates
New York
$4.39M
PC
763
Palo Capital
California
$4.39M +$2.4M +16,802 +124%
HW
764
Hedeker Wealth
Illinois
$4.37M -$6.15M -43,052 Closed
MWM
765
Merriman Wealth Management
Washington
$4.36M +$4.3M +30,109 New
PWM
766
Perigon Wealth Management
California
$4.35M +$199K +1,391 +5%
BJL
767
Brighton Jones LLC
Washington
$4.34M +$533K +3,731 +14%
AWM
768
Arbor Wealth Management
Florida
$4.33M +$255K +1,786 +6%
W
769
Wealthfront
California
$4.33M +$248K +1,733 +6%
MPAM
770
Murphy Pohlad Asset Management
Minnesota
$4.28M +$6.43K +45 +0.2%
NFG
771
Next Financial Group
Texas
$4.25M +$685K +4,790 +19%
WAM
772
Wealthspire Advisors (Maryland)
Maryland
$4.25M +$185K +1,295 +5%
CGT
773
Capital Guardian Trust
California
$4.21M +$145K +1,017 +4%
BFG
774
Beacon Financial Group
Texas
$4.19M -$919K -6,426 -18%
KJHP
775
K.J. Harrison & Partners
Ontario, Canada
$4.18M -$7.15K -50 -0.2%

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.