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 %
HCP
851
Holt Capital Partners
Texas
$2.86M -$22.7K -160 -0.8%
GIA
852
Guyasuta Investment Advisors
Pennsylvania
$2.86M +$218K +1,535 +8%
HCM
853
Highlander Capital Management
New Jersey
$2.85M +$88.7K +625 +3%
GWM
854
Gupta Wealth Management
California
$2.84M -$35.3K -249 -1%
AAM
855
AR Asset Management
California
$2.84M – – –
WPP
856
Whalerock Point Partners
Rhode Island
$2.83M -$124K -875 -4%
WB
857
WesBanco Bank
West Virginia
$2.82M +$156K +1,100 +6%
RMDI
858
R.M. Davis Inc
Maine
$2.8M -$87.1K -614 -3%
FMWA
859
Forvis Mazars Wealth Advisors
Missouri
$2.8M +$480K +3,382 +21%
HT
860
HighTower Trust
Texas
$2.79M -$328K -2,309 -11%
CNFG
861
Creegan & Nassoura Financial Group
New Hampshire
$2.79M -$20.6K -145 -0.7%
SWM
862
Stockman Wealth Management
Montana
$2.78M +$2.12M +14,903 +318%
TC
863
Telemus Capital
Michigan
$2.78M +$2.78M +19,594 New
AWA
864
ARS Wealth Advisors
Florida
$2.77M +$604K +4,260 +28%
FFH
865
Fairfax Financial Holdings
Ontario, Canada
$2.77M -$142K -1,000 -5%
RRAM
866
River Road Asset Management
Kentucky
$2.75M +$366K +2,579 +15%
GCM
867
Grisanti Capital Management
New York
$2.75M +$871K +6,140 +46%
SSB
868
Sandy Spring Bank
Maryland
$2.74M +$112K +791 +4%
ZIM
869
Zacks Investment Management
Illinois
$2.71M +$32.6K +230 +1%
FTIOP
870
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.7M +$67.5K +476 +3%
RAM
871
Redmond Asset Management
Virginia
$2.69M +$2.04M +14,350 +312%
BP
872
Ballentine Partners
Massachusetts
$2.68M +$92.3K +651 +4%
GXMC
873
Global X Management Company
New York
$2.67M +$2.64M +18,617 +10,578%
WHG
874
Westwood Holdings Group
Texas
$2.67M +$515K +3,631 +24%
ECM
875
EagleClaw Capital Management
Massachusetts
$2.66M – – –
33 34
35
36 37