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 %
PC
976
Palo Capital
California
$1.92M +$1.92M +13,530 New
SIMM
977
Stillwater Investment Management (Minnesota)
Minnesota
$1.92M +$9.93K +70 +0.5%
MM
978
Midas Management
New York
$1.92M – – –
BCM
979
BTR Capital Management
California
$1.9M +$177K +1,250 +10%
CS
980
Cannell & Spears
New York
$1.9M – – –
RWA
981
Ropes Wealth Advisors
Massachusetts
$1.86M -$126K -889 -6%
HCA
982
Horan Capital Advisors
Ohio
$1.84M +$1.62M +11,448 +748%
RHFI
983
Reilly Herbert Faulkner III
$1.82M -$3.97K -28 -0.2%
VHAM
984
Van Hulzen Asset Management
California
$1.82M +$1.13M +7,975 +166%
PAM
985
PartnerRe Asset Management
Connecticut
$1.8M +$14.2K +100 +0.8%
NSIM
986
North Star Investment Management
Illinois
$1.8M +$387K +2,725 +27%
CL
987
CPWM LLC
Washington
$1.79M +$3.41K +24 +0.2%
AP
988
Appleton Partners
Massachusetts
$1.79M +$257K +1,811 +17%
TSW
989
Thompson Siegel & Walmsley
Virginia
$1.79M -$57K -402 -3%
CIM
990
Calvert Investment Management
Maryland
$1.78M -$42.6K -300 -2%
MWM
991
Mission Wealth Management
California
$1.78M +$546K +3,850 +44%
CA
992
CapWealth Advisors
Tennessee
$1.77M +$20.6K +145 +1%
ARMC
993
American Research & Management Company
Massachusetts
$1.76M -$39.7K -280 -2%
IAS
994
IMA Advisory Services
Colorado
$1.76M +$1.26M +9,042 +251%
PG
995
Patten Group
Tennessee
$1.75M -$29.1K -205 -2%
PTC
996
Private Trust Company
Ohio
$1.75M -$4.25K -30 -0.2%
DPIM
997
Duff & Phelps Investment Management
Illinois
$1.74M -$85.1K -600 -5%
CG
998
Caprock Group
Idaho
$1.74M +$925K +6,519 +114%
WDA
999
Wendell David Associates
New Hampshire
$1.74M +$14.2K +100 +0.8%
NAMA
1000
Nikko Asset Management Americas
New York
$1.74M -$1.24M -8,700 -42%
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