BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 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, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
801
Private Asset Management
California
$3.79M +$7.39K +51 +0.2%
Fiera Capital (Canada)
802
Fiera Capital (Canada)
Quebec, Canada
$3.79M -$391K -2,700 -9%
AW
803
ACG Wealth
Georgia
$3.78M +$83K +573 +2%
TFCP
804
Twin Focus Capital Partners
Massachusetts
$3.77M +$2.9M +20,000 +332%
PWW
805
Pettyjohn Wood & White
Virginia
$3.75M -$36.2K -250 -1%
VIA
806
Vident Investment Advisory
Georgia
$3.75M -$5.45M -37,617 -59%
BHWM
807
Bar Harbor Wealth Management
New Hampshire
$3.74M -$8.54K -59 -0.2%
ST
808
Spinnaker Trust
Maine
$3.72M +$67.2K +464 +2%
KIA
809
KCM Investment Advisors
California
$3.69M +$471K +3,253 +15%
RIA
810
Regal Investment Advisors
Michigan
$3.68M -$384K -2,653 -9%
GIM
811
Grassi Investment Management
California
$3.66M – – –
CA
812
Cambridge Advisors
Nebraska
$3.65M +$25.3K +175 +0.7%
TCM
813
Telos Capital Management
California
$3.62M -$18.5K -128 -0.5%
QI
814
Quotient Investors
New York
$3.62M -$1.22M -8,404 -25%
SFWA
815
Summit Financial Wealth Advisors
Louisiana
$3.62M -$724K -5,000 -17%
DIA
816
Dana Investment Advisors
Wisconsin
$3.61M +$22.9K +158 +0.6%
JAM
817
Jolley Asset Management
North Carolina
$3.61M +$439K +3,030 +14%
RJT
818
Raymond James Trust
Florida
$3.61M +$313K +2,162 +10%
TC
819
Telemus Capital
Michigan
$3.6M +$760K +5,248 +27%
Toronto Dominion Bank
820
Toronto Dominion Bank
Ontario, Canada
$3.58M -$639K -4,399 -15%
AF
821
Aldebaran Financial
$3.57M -$208K -1,450 -6%
BCM
822
Beddow Capital Management
Wyoming
$3.56M -$50.7K -350 -1%
MCM
823
Maryland Capital Management
Maryland
$3.55M +$20.3K +140 +0.6%
BHA
824
Beech Hill Advisors
New York
$3.53M +$159K +1,100 +5%
MA
825
Montag & Associates
Georgia
$3.51M -$56.3K -389 -2%
31 32
33
34 35