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 %
DWT
1001
Dorsey & Whitney Trust
South Dakota
$1.74M -$14.1K -99 -0.8%
FMW
1002
Farr Miller & Washington
District of Columbia
$1.72M +$139K +981 +9%
HTHT
1003
Hemenway Trust Hemenway Trust
New Hampshire
$1.72M -$128K -900 -7%
APTFM
1004
AGUR Provident & Training Funds Management
Israel
$1.71M +$1.71M +12,084 New
DRS
1005
Deane Retirement Strategies
Louisiana
$1.71M +$1.7M +12,019 +24,038%
TFA
1006
Transamerica Financial Advisors
Florida
$1.7M +$467K +3,292 +38%
CCM
1007
Condor Capital Management
New Jersey
$1.69M -$2.27K -16 -0.1%
SA
1008
SRH Advisors
Kansas
$1.68M – – –
CIC
1009
Carnegie Investment Counsel
Ohio
$1.68M +$163K +1,150 +11%
PAIA
1010
Park Avenue Institutional Advisers
New York
$1.67M -$47.1K -332 -3%
SCM
1011
Sterneck Capital Management
Missouri
$1.67M +$306K +2,155 +22%
RTS
1012
Round Table Services
New Jersey
$1.66M +$1.22M +8,587 +275%
BCM
1013
Brookstone Capital Management
Illinois
$1.66M -$497K -3,501 -23%
Nomura Holdings
1014
Nomura Holdings
Japan
$1.66M -$1.59M -11,219 -49%
LW
1015
Linscomb Wealth
Texas
$1.65M -$76.3K -538 -4%
BIM
1016
Baldwin Investment Management
Pennsylvania
$1.65M -$90.2K -636 -5%
DI
1017
Diligent Investors
California
$1.64M -$7.09K -50 -0.4%
NEPWA
1018
New England Private Wealth Advisors
Massachusetts
$1.64M -$4.4K -31 -0.3%
CC
1019
Cognios Capital
Kansas
$1.63M -$74.6K -526 -4%
DLA
1020
Douglas Lane & Associates
New York
$1.63M +$1.63M +11,466 New
CBU
1021
CIBC Bank USA
Illinois
$1.63M +$510K +3,597 +46%
FFBTD
1022
First Financial Bank - Trust Division
Ohio
$1.61M -$47.5K -335 -3%
PFBT
1023
Parkside Financial Bank & Trust
Missouri
$1.6M -$126K -888 -7%
IB
1024
Intrust Bank
Kansas
$1.6M +$10.8K +76 +0.7%
JWM
1025
Jackson Wealth Management
Florida
$1.59M -$51K -361 -3%
39 40
41
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