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 %
KS
826
Karpas Strategies
Connecticut
$4.46M +$16.3K +100 +0.4%
CA
827
Clearstead Advisors
Ohio
$4.45M +$4.45M +27,286 New
EVM
828
Evelyn V. Moreno
$4.44M -$231K -1,415 -5%
LCS
829
Levin Capital Strategies
New York
$4.41M +$2.62M +16,077 +147%
CCP
830
Corient Capital Partners
California
$4.4M +$211K +1,296 +5%
WC
831
Whitnell & Co
Illinois
$4.36M -$1.34M -8,199 -23%
CWM
832
Calamos Wealth Management
Illinois
$4.33M +$224K +1,373 +5%
PAM
833
Private Asset Management
California
$4.33M +$49.7K +305 +1%
EFS
834
Essex Financial Services
Connecticut
$4.31M +$501K +3,075 +13%
KJHP
835
K.J. Harrison & Partners
Ontario, Canada
$4.29M -$421K -2,580 -9%
BPCE
836
Bank Pictet & Cie (Europe)
Germany
$4.26M +$435K +2,671 +11%
MA
837
Montag & Associates
Georgia
$4.26M +$77.1K +473 +2%
BHWM
838
Bar Harbor Wealth Management
New Hampshire
$4.18M +$60.3K +370 +1%
PJSIMP
839
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.18M +$109K +671 +3%
ST
840
Spinnaker Trust
Maine
$4.13M -$50.5K -310 -1%
BHA
841
Beech Hill Advisors
New York
$4.13M -$53K -325 -1%
AW
842
ACG Wealth
Georgia
$4.12M -$187K -1,147 -4%
RG
843
Rikoon Group
New Mexico
$4.11M +$1.38M +8,425 +51%
PWW
844
Pettyjohn Wood & White
Virginia
$4.11M -$73.3K -450 -2%
MCM
845
MAI Capital Management
Ohio
$4.1M -$426K -2,612 -9%
EM
846
Excalibur Management
Massachusetts
$4.1M +$502K +3,078 +14%
CCM
847
Consolidated Capital Management
California
$4.09M +$4.09M +25,090 New
CIC
848
Chilton Investment Company
Connecticut
$4.08M +$65.8K +404 +2%
MCM
849
Maryland Capital Management
Maryland
$4.06M -$39K -239 -1%
CA
850
Cambridge Advisors
Nebraska
$4.05M +$4.24K +26 +0.1%
32 33
34
35 36