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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
ISB
776
Iowa State Bank
Iowa
$4.17M
EVM
777
Evelyn V. Moreno
$4.16M
GW
778
GW & Wade
Massachusetts
$4.15M +$2.59M +18,100 +172%
SCM
779
Sterling Capital Management
North Carolina
$4.14M -$550K -3,848 -12%
Daiwa Securities Group
780
Daiwa Securities Group
Japan
$4.11M +$107K +750 +3%
OAM
781
Oxford Asset Management
United Kingdom
$4.07M +$2.85M +19,961 +245%
UONDDL
782
University of Notre Dame du Lac
Indiana
$4.06M +$2.54M +17,785 +173%
MYLI
783
Meiji Yasuda Life Insurance
Japan
$4.06M -$426K -2,980 -10%
MBTD
784
Mechanics Bank - Trust Department
California
$4.05M +$6.43K +45 +0.2%
VFS
785
VSR Financial Services
Kansas
$4.05M -$11.4M -79,675 -74%
CRC
786
Curi RMB Capital
Illinois
$4.04M +$2.87M +20,094 +256%
JCM
787
Jacobi Capital Management
Pennsylvania
$4.04M +$4.05M +28,363 New
SAM
788
Summit Asset Management
Tennessee
$4.03M -$73.1K -511 -2%
SHCM
789
Stokes & Hubbell Capital Management
Louisiana
$4M +$59.5K +416 +2%
GMA
790
Goldstein Munger & Associates
California
$3.98M -$497K -3,476 -11%
PCA
791
Personal Capital Advisors
California
$3.96M +$688K +4,812 +21%
RMC
792
Regis Management Company
California
$3.96M
KS
793
Karpas Strategies
Connecticut
$3.95M +$28.6K +200 +0.7%
MSV
794
MN Services Vermogensbeheer
Netherlands
$3.94M +$71.2K +498 +2%
BAM
795
Burnham Asset Management
New York
$3.94M -$14.3K -100 -0.4%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.92M +$1.22M +8,568 +46%
CCM
797
Cribstone Capital Management
Maine
$3.88M +$93.6K +655 +3%
MCM
798
MAI Capital Management
Ohio
$3.87M -$579K -4,051 -13%
BSPF
799
British Steel Pension Fund
United Kingdom
$3.86M -$2.89M -20,213 -43%
EAM
800
Evanson Asset Management
California
$3.83M -$225K -1,571 -6%

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.