BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 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, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMM
1001
Stillwater Investment Management (Minnesota)
Minnesota
$2.04M +$83.5K +577 +4%
GWCM
1002
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$61.5K -425 -3%
LNB
1003
Ledyard National Bank
$2.03M -$14.5K -100 -0.7%
CC
1004
Cannell Capital
Wyoming
$2.03M – – –
WT
1005
Washington Trust
Rhode Island
$2.03M +$55.9K +386 +3%
SRC
1006
Stone Run Capital
New York
$2.03M – – –
GKFF
1007
George Kaiser Family Foundation
Oklahoma
$2.02M – – –
CIC
1008
Crawford Investment Counsel
Georgia
$2M +$8.11K +56 +0.4%
CC
1009
Cognios Capital
Kansas
$1.98M +$315K +2,174 +19%
PMFA
1010
Plante Moran Financial Advisors
Michigan
$1.97M +$10.3K +71 +0.5%
KFA
1011
Kelleher Financial Advisors
New York
$1.96M -$404K -2,334 -17%
CS
1012
Cannell & Spears
New York
$1.95M +$13.8K +95 +0.7%
EA
1013
Euclid Advisors
Connecticut
$1.95M +$1.95M +13,470 New
RHFI
1014
Reilly Herbert Faulkner III
$1.94M +$89.4K +617 +5%
PP
1015
Pegasus Partners
Wisconsin
$1.94M -$97K -670 -5%
HCA
1016
Horan Capital Advisors
Ohio
$1.94M +$59.4K +410 +3%
WAS
1017
Winch Advisory Services
Wisconsin
$1.91M -$312K -2,157 -14%
BCM
1018
BTR Capital Management
California
$1.89M -$50.7K -350 -3%
OMCS
1019
Old Mutual Customised Solutions
South Africa
$1.85M -$2.77M -19,100 -60%
NEPWA
1020
New England Private Wealth Advisors
Massachusetts
$1.85M +$186K +1,290 +11%
RCA
1021
Rowland Carmichael Advisors
Arizona
$1.85M -$326K -2,254 -15%
GXMC
1022
Global X Management Company
New York
$1.83M -$892K -6,159 -33%
CA
1023
CapWealth Advisors
Tennessee
$1.83M +$19.3K +133 +1%
CG
1024
Caprock Group
Idaho
$1.82M +$46.6K +322 +3%
MWM
1025
Mission Wealth Management
California
$1.81M -$3.62K -25 -0.2%
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