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 %
DG
901
Davidson & Garrard
Virginia
$2.43M +$44K +310 +2%
WIC
902
Woodmont Investment Counsel
Tennessee
$2.43M -$216K -1,523 -8%
CT
903
Chicago Trust
Illinois
$2.43M -$120K -848 -5%
AI
904
Analytic Investors
California
$2.43M -$6.51M -45,895 -73%
GIA
905
GHP Investment Advisors
Colorado
$2.43M +$46.8K +330 +2%
CA
906
Capital Advantage
California
$2.41M -$24.4K -172 -1%
AMIM
907
Aull & Monroe Investment Management
Alabama
$2.41M +$30.5K +215 +1%
MCTIC
908
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.4M -$92.2K -650 -4%
SFFS
909
Stonehage Fleming Financial Services
Jersey
$2.39M +$2.21M +15,613 +1,283%
JC
910
Jacobs & Co
California
$2.38M -$27.1K -191 -1%
FIM
911
Freedom Investment Management
Connecticut
$2.36M +$591K +4,166 +33%
NCM
912
Northside Capital Management
Oregon
$2.36M +$138K +975 +6%
III
913
Independent Investors Inc
New York
$2.35M – – –
AIM
914
Anchor Investment Management
South Carolina
$2.34M +$2.34M +16,501 New
AFIA
915
America First Investment Advisors
Nebraska
$2.34M -$52.3K -369 -2%
ASN
916
Advisory Services Network
Georgia
$2.34M +$15.3K +108 +0.7%
1SB
917
1ST Source Bank
Indiana
$2.34M +$28.7K +202 +1%
PJSIMP
918
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.34M +$881K +6,209 +61%
MCM
919
Millie Capital Management
California
$2.33M -$221K -1,555 -9%
P
920
Pitcairn
Pennsylvania
$2.32M +$47.3K +333 +2%
FGP
921
Foyston, Gordon, & Payne
Ontario, Canada
$2.32M – – –
RHJA
922
Rice Hall James & Associates
California
$2.31M -$7.1K -50 -0.3%
OIM
923
Orca Investment Management
Oregon
$2.31M -$46.1K -325 -2%
DAM
924
Delta Asset Management
Tennessee
$2.31M -$32.6K -230 -1%
Dodge & Cox
925
Dodge & Cox
California
$2.3M – – –
35 36
37
38 39