We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,788 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, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
926
VNBTrust National Association
Virginia
$2.59M -$109K -765 -4%
Dodge & Cox
927
Dodge & Cox
California
$2.58M +$227K +1,589 +10%
HAI
928
Hennessy Advisors Inc
California
$2.53M +$929K +6,500 +59%
P
929
Pitcairn
Pennsylvania
$2.53M +$158K +1,104 +7%
GIA
930
GHP Investment Advisors
Colorado
$2.53M +$46.5K +325 +2%
TAM
931
Taurus Asset Management
New York
$2.5M -$14.3K -100 -0.6%
AAM
932
Advisors Asset Management
Colorado
$2.5M -$136K -950 -5%
MHIM
933
MacNealy Hoover Investment Management
Ohio
$2.5M
BFC
934
Blue Fin Capital
Rhode Island
$2.5M -$16.4K -115 -0.7%
DG
935
Davidson & Garrard
Virginia
$2.48M -$5K -35 -0.2%
WB
936
WesBanco Bank
West Virginia
$2.48M -$397K -2,780 -14%
WIC
937
Woodmont Investment Counsel
Tennessee
$2.46M -$20K -140 -0.8%
GCM
938
Glynn Capital Management
California
$2.45M -$189K -1,320 -7%
NAM
939
NorthCoast Asset Management
Connecticut
$2.44M -$131K -915 -5%
CIC
940
Chilton Investment Company
Connecticut
$2.44M -$46.6K -326 -2%
MCTIC
941
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.44M -$10.7K -75 -0.4%
JIC
942
Joel Isaacson & Co
New York
$2.44M -$186K -1,302 -7%
CPA
943
Cowen Prime Advisors
New York
$2.43M -$85.8K -600 -3%
AMIM
944
Aull & Monroe Investment Management
Alabama
$2.42M -$35.7K -250 -1%
FIM
945
Freedom Investment Management
Connecticut
$2.41M +$2.57K +18 +0.1%
AIM
946
Anchor Investment Management
South Carolina
$2.41M +$17.2K +120 +0.7%
SAMNY
947
Samsung Asset Management (New York)
New York
$2.4M -$1.8M -12,590 -43%
JC
948
Jacobs & Co
California
$2.38M -$42.9K -300 -2%
III
949
Independent Investors Inc
New York
$2.38M -$14.3K -100 -0.6%
HSA
950
HBK Sorce Advisory
Pennsylvania
$2.38M +$68.8K +481 +3%

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.