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 %
BJL
776
Brighton Jones LLC
Washington
$3.73M +$20.1K +142 +0.5%
PWW
777
Pettyjohn Wood & White
Virginia
$3.71M +$95K +670 +3%
CCM
778
Cribstone Capital Management
Maine
$3.71M +$271K +1,912 +8%
PAM
779
Private Asset Management
California
$3.7M +$95.1K +670 +3%
MSV
780
MN Services Vermogensbeheer
Netherlands
$3.7M +$3.7M +29,726 New
BHWM
781
Bar Harbor Wealth Management
New Hampshire
$3.68M -$67.4K -475 -2%
GCP
782
GSA Capital Partners
United Kingdom
$3.65M +$1.37M +9,630 +60%
AW
783
ACG Wealth
Georgia
$3.62M +$443K +3,126 +14%
FNBT
784
FineMark National Bank & Trust
Florida
$3.61M -$136K -961 -4%
BFM
785
Boston Financial Management
Massachusetts
$3.61M -$136K -960 -4%
GIM
786
Grassi Investment Management
California
$3.59M – – –
VFA
787
Voya Financial Advisors
Connecticut
$3.59M +$1.19M +8,380 +50%
ST
788
Spinnaker Trust
Maine
$3.58M +$485K +3,417 +16%
TCM
789
Telos Capital Management
California
$3.57M +$162K +1,141 +5%
BPCE
790
Bank Pictet & Cie (Europe)
Germany
$3.57M -$655K -4,615 -16%
CA
791
Cambridge Advisors
Nebraska
$3.56M +$13.6K +96 +0.4%
BCM
792
Beddow Capital Management
Wyoming
$3.54M -$69.5K -490 -2%
IA
793
IFP Advisors
Florida
$3.52M -$9.36M -46,783 -73%
EFS
794
Essex Financial Services
Connecticut
$3.52M +$152K +1,072 +5%
DIA
795
Dana Investment Advisors
Wisconsin
$3.51M +$3.07M +21,619 +686%
ZF
796
Zhang Financial
Michigan
$3.51M +$53.9K +380 +2%
HIM
797
Harbour Investment Management
Washington
$3.51M +$79.4K +560 +2%
ICAS
798
Investors Capital Advisory Services
Massachusetts
$3.51M -$1.35M -9,535 -28%
WKWM
799
Walter & Keenan Wealth Management
Indiana
$3.5M +$156K +1,100 +5%
MA
800
Montag & Associates
Georgia
$3.5M -$10.6K -75 -0.3%
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