BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 hedge funds and large institutions have $121B invested in Berkshire Hathaway Class B in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
851
GFS Advisors
Texas
$3.27M -$896K -6,190 -22%
ICOM
852
Investment Counselors of Maryland
Maryland
$3.26M -$61.5K -425 -2%
Jennison Associates
853
Jennison Associates
New York
$3.26M -$44.7K -309 -1%
AWA
854
Arete Wealth Advisors
Illinois
$3.26M +$68.3K +472 +2%
GCM
855
Grisanti Capital Management
New York
$3.26M +$452K +3,125 +16%
BIC
856
Beach Investment Counsel
Pennsylvania
$3.24M – – –
PA
857
Pinnacle Associates
New York
$3.23M +$82.4K +569 +3%
BRM
858
Boston Research & Management
Massachusetts
$3.21M -$7.24K -50 -0.2%
AWA
859
ARS Wealth Advisors
Florida
$3.21M +$374K +2,584 +13%
CT
860
Coastline Trust
Rhode Island
$3.2M +$10.9K +75 +0.3%
DDC
861
DF Dent & Co
Maryland
$3.2M – – –
Carson Wealth (CWM LLC)
862
Carson Wealth (CWM LLC)
Nebraska
$3.2M +$236K +1,630 +8%
MIP
863
Marietta Investment Partners
Wisconsin
$3.19M -$5.07K -35 -0.2%
EM
864
Excalibur Management
Massachusetts
$3.19M -$36.2K -250 -1%
Lord, Abbett & Co
865
Lord, Abbett & Co
New Jersey
$3.19M +$1.03M +7,100 +48%
BSW
866
Buckingham Strategic Wealth
Missouri
$3.18M +$1.12M +7,740 +55%
TBA
867
Train Babcock Advisors
New York
$3.18M – – –
SBIA
868
Sheaff Brock Investment Advisors
Indiana
$3.17M -$217K -1,500 -6%
AP
869
Advisor Partners
California
$3.15M +$200K +1,383 +7%
FNT
870
First National Trust
Pennsylvania
$3.15M +$520K +3,594 +20%
SWM
871
Stockman Wealth Management
Montana
$3.15M +$315K +2,172 +11%
CWM
872
Calamos Wealth Management
Illinois
$3.12M +$425K +2,934 +16%
KCPG
873
Kavar Capital Partners Group
Kansas
$3.11M +$36.2K +250 +1%
FTIOP
874
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.1M +$350K +2,414 +13%
LAM
875
Lebenthal Asset Management
New York
$3.04M +$780K +5,389 +34%
33 34
35
36 37