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 %
BFPW
801
BOK Financial Private Wealth
Colorado
$4.95M -$379K -2,324 -7%
MSV
802
MN Services Vermogensbeheer
Netherlands
$4.89M +$126K +815 +3%
BPM
803
Bowling Portfolio Management
Ohio
$4.89M -$664K -4,075 -12%
MCP
804
Mirador Capital Partners
California
$4.89M -$544K -3,336 -10%
CGT
805
Capital Guardian Trust
California
$4.89M -$274K -1,681 -5%
CAM
806
Columbia Asset Management
Michigan
$4.88M +$4.88M +29,917 New
ISB
807
Iowa State Bank
Iowa
$4.82M +$192K +1,175 +4%
SCM
808
Shelton Capital Management
Colorado
$4.81M -$572K -3,510 -11%
AR
809
Advisory Research
Illinois
$4.79M -$788K -4,834 -14%
GWA
810
Guidant Wealth Advisors
Illinois
$4.79M +$160K +989 +3%
SAM
811
Summit Asset Management
Tennessee
$4.76M +$26.7K +164 +0.6%
HW
812
Hedeker Wealth
Illinois
$4.71M +$3.51M +21,540 +293%
MWM
813
Merriman Wealth Management
Washington
$4.7M -$23.3K -143 -0.5%
WSTAM
814
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M +$826K +5,066 +21%
MPAM
815
Murphy Pohlad Asset Management
Minnesota
$4.66M -$32.1K -197 -0.7%
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.64M +$43.5K +267 +0.9%
BAS
817
Brown Advisory Securities
Maryland
$4.62M -$497K -3,049 -10%
EOJOAM
818
E. Ohman J:or Asset Management
Sweden
$4.6M +$440K +2,700 +11%
TFCP
819
Twin Focus Capital Partners
Massachusetts
$4.57M +$293K +1,800 +7%
SHCM
820
Stokes & Hubbell Capital Management
Louisiana
$4.55M -$32.6K -200 -0.7%
RMC
821
Regis Management Company
California
$4.53M – – –
MBTD
822
Mechanics Bank - Trust Department
California
$4.53M -$70.9K -435 -2%
B
823
Brightworth
Georgia
$4.51M +$4.11M +25,209 +1,023%
GMA
824
Goldstein Munger & Associates
California
$4.48M – – –
AWA
825
ARS Wealth Advisors
Florida
$4.47M +$83.3K +511 +2%
31 32
33
34 35