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 %
VNA
876
VNBTrust National Association
Virginia
$2.64M +$2.38M +16,800 +920%
ECM
877
Evergreen Capital Management
Washington
$2.64M +$76.9K +542 +3%
CWM
878
Calamos Wealth Management
Illinois
$2.64M +$531K +3,740 +25%
JFGIW
879
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.63M +$877K +6,181 +50%
TIM
880
Tortoise Investment Management
New York
$2.6M -$99.9K -704 -4%
AAM
881
Advisors Asset Management
Colorado
$2.59M +$233K +1,639 +10%
GCM
882
Glynn Capital Management
California
$2.59M -$800K -5,640 -24%
FNT
883
First National Trust
Pennsylvania
$2.58M -$71.4K -503 -3%
JIC
884
Joel Isaacson & Co
New York
$2.58M +$65.3K +460 +3%
BAM
885
Berkshire Asset Management
Pennsylvania
$2.54M +$177K +1,250 +8%
NAM
886
NorthCoast Asset Management
Connecticut
$2.52M -$150K -1,056 -6%
PFM
887
PacWest Financial Management
Arizona
$2.51M -$664K -4,683 -21%
NFG
888
Nations Financial Group
Iowa
$2.51M +$251K +1,771 +11%
CT
889
Cambridge Trust
Massachusetts
$2.48M +$953K +6,716 +62%
MYAM
890
Meiji Yasuda Asset Management
Japan
$2.47M -$251K -1,770 -9%
TAM
891
Taurus Asset Management
New York
$2.47M – – –
SMH
892
Sanders Morris Harris
Texas
$2.47M +$2.47M +17,387 New
BFC
893
Blue Fin Capital
Rhode Island
$2.46M -$213K -1,500 -8%
CPA
894
Cowen Prime Advisors
New York
$2.46M +$14.2K +100 +0.6%
WA
895
WFG Advisors
Texas
$2.46M +$101K +712 +4%
HAG
896
HighPoint Advisor Group
Illinois
$2.46M +$219K +1,496 +10%
MHIM
897
MacNealy Hoover Investment Management
Ohio
$2.45M +$14.2K +100 +0.6%
LH
898
Lebenthal Holdings
New York
$2.44M +$1.72M +12,141 +239%
CL
899
Choreo LLC
Illinois
$2.44M +$329K +2,320 +16%
CIC
900
Chilton Investment Company
Connecticut
$2.44M -$1.28M -9,019 -34%
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