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 %
BAC
926
Boys Arnold & Co
North Carolina
$2.29M -$3.68M -25,900 -62%
OWD
927
Osborn Williams & Donohoe
Ohio
$2.29M -$1.42K -10 -0.1%
SFM
928
Signature Financial Management
Virginia
$2.28M +$37.3K +263 +2%
HSA
929
HBK Sorce Advisory
Pennsylvania
$2.27M +$215K +1,514 +10%
PNC
930
Park National Corp
Ohio
$2.27M +$111K +781 +5%
FB
931
Fulton Bank
Pennsylvania
$2.26M -$1.36M -9,577 -38%
CIA
932
Capital Investment Advisors
Georgia
$2.26M +$186K +1,311 +9%
RMCM
933
Reynders McVeigh Capital Management
Massachusetts
$2.26M +$43.8K +309 +2%
JFA
934
Johanson Financial Advisors
California
$2.25M -$232K -1,639 -9%
SB
935
Simmons Bank
Arkansas
$2.25M +$2.25M +15,864 New
Geode Capital Management
936
Geode Capital Management
Massachusetts
$2.22M +$25.7K +181,798 +1%
TAM
937
Tealwood Asset Management
Minnesota
$2.22M -$355K -2,500 -14%
LAM
938
Lebenthal Asset Management
New York
$2.22M +$2.22M +15,628 New
HPBT
939
High Point Bank & Trust
North Carolina
$2.22M +$7.09K +50 +0.3%
Walleye Trading
940
Walleye Trading
New York
$2.21M +$846K +5,961 +62%
CA
941
Cullinan Associates
Kentucky
$2.19M +$156K +1,100 +8%
TCOO
942
Trust Company of Oklahoma
Oklahoma
$2.19M +$90.8K +640 +4%
WA
943
Wealth Architects
California
$2.19M +$41K +289 +2%
SCA
944
Secor Capital Advisors
New York
$2.19M +$129K +909 +6%
CCT
945
Capital City Trust
Florida
$2.18M +$345K +2,435 +19%
LCS
946
Levin Capital Strategies
New York
$2.18M – – –
WAS
947
Winch Advisory Services
Wisconsin
$2.18M +$2.02M +14,244 +1,266%
PAMG
948
Patton Albertson Miller Group
Tennessee
$2.17M -$35.5K -250 -2%
CCM
949
Compton Capital Management
Rhode Island
$2.17M – – –
RCA
950
Rowland Carmichael Advisors
Arizona
$2.13M +$2.13M +15,019 New
36 37
38
39 40