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 %
RJT
851
Raymond James Trust
Florida
$4.04M +$153K +937 +4%
BCM
852
Beddow Capital Management
Wyoming
$4.02M -$100K -615 -2%
SNBOSD
853
Security National Bank of So Dak
Iowa
$3.98M +$9.62K +59 +0.2%
TCM
854
Telos Capital Management
California
$3.96M -$135K -831 -3%
NL
855
NWAM LLC
Washington
$3.95M +$1.12M +6,866 +40%
SCM
856
Sterling Capital Management
North Carolina
$3.92M -$573K -3,514 -13%
RFS
857
Rockefeller Financial Services
New York
$3.92M +$67.5K +414 +2%
CCM
858
Cribstone Capital Management
Maine
$3.91M -$140K -877 -3%
MYLI
859
Meiji Yasuda Life Insurance
Japan
$3.91M -$368K -2,260 -9%
RCM
860
Riverhead Capital Management
Delaware
$3.87M -$815K -5,000 -17%
SWM
861
Stockman Wealth Management
Montana
$3.87M +$158K +969 +4%
CFA
862
Cahill Financial Advisors
Minnesota
$3.87M +$24.8K +152 +0.6%
AF
863
Aldebaran Financial
$3.86M -$244K -1,498 -6%
KIA
864
KCM Investment Advisors
California
$3.85M -$11.4K -70 -0.3%
TBA
865
Tower Bridge Advisors
Pennsylvania
$3.85M -$32.6K -200 -0.8%
WKWM
866
Walter & Keenan Wealth Management
Indiana
$3.84M +$48.9K +300 +1%
MHIM
867
MacNealy Hoover Investment Management
Ohio
$3.83M +$15.4K +67 +0.4%
AP
868
Advisor Partners
California
$3.82M +$218K +1,338 +6%
Squarepoint
869
Squarepoint
New York
$3.81M -$487K -2,991 -11%
BRM
870
Boston Research & Management
Massachusetts
$3.8M -$48.1K -295 -1%
CT
871
Cambridge Trust
Massachusetts
$3.8M +$350K +2,146 +10%
CC
872
Cipher Capital
New York
$3.78M +$248K +1,520 +7%
YAM
873
Yacktman Asset Management
Texas
$3.78M -$18.3K -112 -0.5%
AAM
874
Auxier Asset Management
Oregon
$3.75M – – –
TWA
875
Tillar-Wenstrup Advisors
Ohio
$3.7M -$161K -990 -4%
33 34
35
36 37