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 %
NFG
801
Next Financial Group
Texas
$3.49M +$184K +1,298 +6%
MCM
802
Maryland Capital Management
Maryland
$3.45M -$17.7K -125 -0.5%
BOH
803
Bank of Hawaii
Hawaii
$3.43M -$1.58M -11,145 -32%
TBA
804
Tower Bridge Advisors
Pennsylvania
$3.39M +$10.6K +75 +0.3%
HIMC
805
Heritage Investors Management Corp
Maryland
$3.37M -$133K -939 -4%
IH
806
IFC Holdings
Florida
$3.36M +$174K +1,210 +5%
CFA
807
Cahill Financial Advisors
Minnesota
$3.35M -$128K -904 -4%
SRP
808
Saddle Road Partners
Nebraska
$3.35M – – –
TWA
809
Tillar-Wenstrup Advisors
Ohio
$3.35M -$292K -2,061 -8%
ST
810
Smithfield Trust
Pennsylvania
$3.35M +$291K +2,050 +10%
SBIA
811
Sheaff Brock Investment Advisors
Indiana
$3.32M -$611K -4,309 -16%
BHA
812
Beech Hill Advisors
New York
$3.3M +$14.2K +100 +0.4%
BRWA
813
B. Riley Wealth Advisors
Florida
$3.29M -$149K -1,047 -4%
SNBOSD
814
Security National Bank of So Dak
Iowa
$3.29M +$104K +733 +3%
SAM
815
Strategy Asset Managers
California
$3.27M -$10.8K -76 -0.3%
ICOM
816
Investment Counselors of Maryland
Maryland
$3.25M -$1.25M -8,840 -28%
Jennison Associates
817
Jennison Associates
New York
$3.24M -$390K -2,748 -11%
RJT
818
Raymond James Trust
Florida
$3.23M +$164K +1,153 +5%
PCA
819
Personal Capital Advisors
California
$3.2M +$760K +5,355 +31%
WJA
820
Williams Jones & Associates
New York
$3.19M -$80.9K -570 -2%
BIC
821
Beach Investment Counsel
Pennsylvania
$3.18M – – –
EM
822
Excalibur Management
Massachusetts
$3.16M +$22K +155 +0.7%
KIA
823
KCM Investment Advisors
California
$3.16M +$92.7K +653 +3%
BRM
824
Boston Research & Management
Massachusetts
$3.15M +$113K +795 +4%
MIP
825
Marietta Investment Partners
Wisconsin
$3.13M – – –
31 32
33
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