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 %
III
951
Independent Investors Inc
New York
$2.98M +$293K +1,800 +11%
AWA
952
Arete Wealth Advisors
Illinois
$2.97M +$143K +876 +5%
CB
953
Chemical Bank
Michigan
$2.97M +$270K +1,656 +10%
CSS
954
Cubist Systematic Strategies
Connecticut
$2.95M +$1.79M +10,968 +154%
MSFP
955
Mark Sheptoff Financial Planning
Connecticut
$2.94M -$40.7K -250 -1%
SACTSONJ
956
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.93M – – –
WB
957
WesBanco Bank
West Virginia
$2.92M +$69.8K +428 +2%
LAM
958
Lebenthal Asset Management
New York
$2.92M +$53.8K +330 +2%
OMCS
959
Old Mutual Customised Solutions
South Africa
$2.92M +$1.4M +8,600 +92%
GCM
960
Grisanti Capital Management
New York
$2.92M -$222K -1,365 -7%
SFWA
961
Summit Financial Wealth Advisors
Louisiana
$2.91M -$7.33K -45 -0.3%
TIM
962
Tortoise Investment Management
New York
$2.91M -$24.8K -152 -0.8%
NAM
963
North American Management
Massachusetts
$2.9M +$13.9K +85 +0.5%
Dodge & Cox
964
Dodge & Cox
California
$2.9M – – –
PL
965
Plancorp LLC
Missouri
$2.87M -$815 -5 -0%
NCM
966
Northside Capital Management
Oregon
$2.87M – – –
Two Sigma Advisers
967
Two Sigma Advisers
New York
$2.86M +$2.86M +17,528 New
HSA
968
HBK Sorce Advisory
Pennsylvania
$2.85M -$81.8K -502 -3%
AAM
969
Advisors Asset Management
Colorado
$2.85M +$94.7K +581 +3%
LNC
970
Lincoln National Corp
Pennsylvania
$2.85M +$430K +2,638 +18%
CA
971
Cullinan Associates
Kentucky
$2.85M – – –
PC
972
Palo Capital
California
$2.84M +$212K +1,302 +8%
TAM
973
Taurus Asset Management
New York
$2.84M -$9.94K -61 -0.3%
NIMI
974
Natixis Investment Managers International
France
$2.84M +$617K +3,787 +28%
NFG
975
Nations Financial Group
Iowa
$2.84M -$151K -925 -5%
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