BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,897 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 663 increasing their positions, 749 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+104
Holders Change %
+5.8%
% of All Funds
47.5%
Holding in Top 10
381
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.57%
% of All Funds
9.54%
New
202
Increased
663
Reduced
749
Closed
61
Calls
$1.48B
Puts
$1.46B
Net Calls
+$26.1M
Net Calls Change
+$394K

Top Buyers

1
State Street
State Street
Massachusetts
+$1.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$480M
3
Morgan Stanley
Morgan Stanley
New York
+$424M
4
BFA
BlackRock Fund Advisors
California
+$336M
5
Asset Management One
Asset Management One
Japan
+$294M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$815M
2
Deutsche Bank
Deutsche Bank
Germany
-$540M
3
MTB
Mizuho Trust & Banking
Japan
-$271M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$142M
5
WP
Wedgewood Partners
Missouri
-$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DM
776
Delphi Management
Massachusetts
$5.41M -$20.9K -128 -0.4%
SFA
777
Staton Financial Advisors
North Carolina
$5.4M -$251K -1,537 -4%
GIM
778
Goelzer Investment Management
Indiana
$5.37M -$974K -5,975 -15%
Lord, Abbett & Co
779
Lord, Abbett & Co
New Jersey
$5.36M – – –
UR
780
USCA RIA
Texas
$5.31M -$255K -1,565 -5%
CIM
781
Corda Investment Management
Texas
$5.3M +$292K +1,792 +6%
CCP
782
Centaur Capital Partners
Texas
$5.3M – – –
ASC
783
Atalanta Sosnoff Capital
New York
$5.3M +$2.06M +12,633 +64%
TPW
784
Tiller Private Wealth
Pennsylvania
$5.25M +$91.3K +560 +2%
CCM
785
Corsair Capital Management
New York
$5.25M -$54.4M -33,368 -91%
KAS
786
Kemnay Advisory Services
New York
$5.24M -$4.25M -26,072 -45%
FSA
787
Franklin Street Advisors
North Carolina
$5.22M -$118K -722 -2%
RCM
788
RB Capital Management
Nevada
$5.21M +$5.21M +31,946 New
RMAM
789
Raab & Moskowitz Asset Management
New Jersey
$5.18M -$286K -1,755 -5%
BRWA
790
B. Riley Wealth Advisors
Florida
$5.18M -$549K -3,366 -10%
IFLIT
791
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$5.18M – – –
CL
792
Croft-Leominster
Maryland
$5.14M -$4.54M -31,437 Closed
BFM
793
Boston Financial Management
Massachusetts
$5.12M -$305K -1,870 -6%
DIA
794
Dean Investment Associates
Ohio
$5.11M -$160K -983 -3%
Daiwa Securities Group
795
Daiwa Securities Group
Japan
$5.09M +$367K +2,250 +8%
WAM
796
Wealthspire Advisors (Maryland)
Maryland
$5.07M +$299K +1,837 +6%
MC
797
Middleton & Co
Massachusetts
$5.07M +$1.57M +9,662 +45%
PWP
798
Private Wealth Partners
California
$5.07M +$36.7K +225 +0.7%
VCM
799
Vision Capital Management
Oregon
$5.01M – – –
FNBT
800
FineMark National Bank & Trust
Florida
$4.96M +$788K +4,833 +19%
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