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 %
DDC
826
DF Dent & Co
Maryland
$3.13M -$149K -1,050 -5%
CT
827
Coastline Trust
Rhode Island
$3.13M – – –
AWA
828
Arete Wealth Advisors
Illinois
$3.13M +$890K +6,271 +40%
AAM
829
Auxier Asset Management
Oregon
$3.12M +$35.5K +250 +1%
TBA
830
Train Babcock Advisors
New York
$3.11M -$97.9K -690 -3%
EOJOAM
831
E. Ohman J:or Asset Management
Sweden
$3.11M -$156K -1,100 -5%
JAM
832
Jolley Asset Management
North Carolina
$3.1M +$99.3K +700 +3%
QCMNJ
833
Quantum Capital Management (New Jersey)
New Jersey
$3.1M -$14.2K -100 -0.5%
PA
834
Pinnacle Associates
New York
$3.09M -$465K -3,281 -13%
YAM
835
Yacktman Asset Management
Texas
$3.08M +$936K +6,600 +44%
GIP
836
Granite Investment Partners
California
$3.07M +$129K +907 +4%
KCPG
837
Kavar Capital Partners Group
Kansas
$3.01M +$25.5K +180 +0.9%
NL
838
NWAM LLC
Washington
$2.98M +$663K +4,674 +29%
SNBOSCI
839
Security National Bank of Sioux City Iowa
Iowa
$2.94M -$231K -1,632 -7%
SACTSONJ
840
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.92M – – –
CFMC
841
Curbstone Financial Management Corp
New Hampshire
$2.91M -$71K -500 -2%
TWA
842
TCI Wealth Advisors
Arizona
$2.91M +$24.3K +171 +0.8%
DDC
843
Daniel Devine & Co
Florida
$2.91M +$710K +5,000 +32%
Carson Wealth (CWM LLC)
844
Carson Wealth (CWM LLC)
Nebraska
$2.9M +$320K +2,253 +12%
AP
845
Advisor Partners
California
$2.9M +$313K +2,207 +12%
NAM
846
North American Management
Massachusetts
$2.89M -$733K -5,166 -20%
MSFP
847
Mark Sheptoff Financial Planning
Connecticut
$2.89M -$351K -2,475 -11%
DIA
848
Denver Investment Advisors
Colorado
$2.88M -$44.5K -314 -2%
FHC
849
First Houston Capital
Texas
$2.88M +$298K +2,100 +12%
BOS
850
Bingham Osborn & Scarborough
California
$2.88M +$16.3K +115 +0.6%
32 33
34
35 36