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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
AC
1001
Alley Company
Illinois
$2.06M +$22K +154 +1%
MPI
1002
Mairs & Power Inc
Minnesota
$2.05M +$61.5K +430 +3%
SIMM
1003
Stillwater Investment Management (Minnesota)
Minnesota
$2.04M +$82.5K +577 +4%
GWCM
1004
Godshalk Welsh Capital Management
Pennsylvania
$2.04M -$60.8K -425 -3%
LNB
1005
Ledyard National Bank
$2.03M -$14.3K -100 -0.7%
CC
1006
Cannell Capital
Wyoming
$2.03M
WT
1007
Washington Trust
Rhode Island
$2.03M +$55.2K +386 +3%
SRC
1008
Stone Run Capital
New York
$2.03M
GKFF
1009
George Kaiser Family Foundation
Oklahoma
$2.02M
CIC
1010
Crawford Investment Counsel
Georgia
$2M +$8.01K +56 +0.4%
CC
1011
Cognios Capital
Kansas
$1.98M +$311K +2,174 +19%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$1.97M +$10.2K +71 +0.5%
KFA
1013
Kelleher Financial Advisors
New York
$1.96M -$334K -2,334 -17%
CS
1014
Cannell & Spears
New York
$1.95M +$13.6K +95 +0.7%
EA
1015
Euclid Advisors
Connecticut
$1.95M +$1.93M +13,470 New
RHFI
1016
Reilly Herbert Faulkner III
$1.94M +$88.2K +617 +5%
PP
1017
Pegasus Partners
Wisconsin
$1.94M -$95.8K -670 -5%
HCA
1018
Horan Capital Advisors
Ohio
$1.94M +$58.6K +410 +3%
WAS
1019
Winch Advisory Services
Wisconsin
$1.91M -$308K -2,157 -14%
BCM
1020
BTR Capital Management
California
$1.89M -$50K -350 -3%
OMCS
1021
Old Mutual Customised Solutions
South Africa
$1.85M -$2.73M -19,100 -60%
NEPWA
1022
New England Private Wealth Advisors
Massachusetts
$1.85M +$184K +1,290 +11%
RCA
1023
Rowland Carmichael Advisors
Arizona
$1.85M -$322K -2,254 -15%
GXMC
1024
Global X Management Company
New York
$1.83M -$880K -6,159 -33%
CA
1025
CapWealth Advisors
Tennessee
$1.82M +$19K +133 +1%

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.