BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSD
826
Security National Bank of So Dak
Iowa
$2.97M +$87.3K +661 +3%
AW
827
ACG Wealth
Georgia
$2.96M +$992K +7,511 +50%
BIC
828
Beach Investment Counsel
Pennsylvania
$2.96M – – –
PFM
829
PacWest Financial Management
Arizona
$2.95M +$219K +1,655 +8%
SNBOSCI
830
Security National Bank of Sioux City Iowa
Iowa
$2.95M +$52K +394 +2%
IH
831
IFC Holdings
Florida
$2.93M +$279K +2,110 +11%
SCM
832
Shelton Capital Management
Colorado
$2.93M -$5.15K -39 -0.2%
EM
833
Excalibur Management
Massachusetts
$2.92M +$15.8K +120 +0.5%
MIP
834
Marietta Investment Partners
Wisconsin
$2.92M – – –
W
835
Wealthfront
California
$2.92M +$21.5K +163 +0.7%
CT
836
Coastline Trust
Rhode Island
$2.91M – – –
HT
837
HighTower Trust
Texas
$2.9M +$424K +3,209 +17%
QCMNJ
838
Quantum Capital Management (New Jersey)
New Jersey
$2.9M -$146K -1,106 -5%
ST
839
Spinnaker Trust
Maine
$2.88M +$563K +4,260 +24%
AAM
840
Auxier Asset Management
Oregon
$2.87M +$3.96K +30 +0.1%
KIA
841
KCM Investment Advisors
California
$2.85M -$135K -1,019 -5%
RJT
842
Raymond James Trust
Florida
$2.85M +$366K +2,770 +15%
ST
843
Smithfield Trust
Pennsylvania
$2.84M +$79.9K +605 +3%
BRM
844
Boston Research & Management
Massachusetts
$2.83M -$88.5K -670 -3%
JAM
845
Jolley Asset Management
North Carolina
$2.8M -$9.24K -70 -0.3%
NAMA
846
Nikko Asset Management Americas
New York
$2.79M – – –
KCPG
847
Kavar Capital Partners Group
Kansas
$2.78M +$26.4K +200 +1%
CFMC
848
Curbstone Financial Management Corp
New Hampshire
$2.77M +$1.38M +10,480 +100%
WPP
849
Whalerock Point Partners
Rhode Island
$2.75M -$31.8K -241 -1%
GIP
850
Granite Investment Partners
California
$2.74M – – –
32 33
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