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 %
CIA
1001
Capital Investment Advisors
Georgia
$2.62M +$53.1K +326 +2%
FFH
1002
Fairfax Financial Holdings
Ontario, Canada
$2.61M -$571K -3,500 -18%
NJBEST
1003
New Jersey Better Educational Savings Trust
New Jersey
$2.61M – – –
PNC
1004
Park National Corp
Ohio
$2.59M +$28.8K +177 +1%
AMIM
1005
Aull & Monroe Investment Management
Alabama
$2.57M -$104K -641 -4%
DDC
1006
Daniel Devine & Co
Florida
$2.56M -$815K -5,000 -24%
VHAM
1007
Van Hulzen Asset Management
California
$2.56M +$56.2K +345 +2%
GT
1008
Glenview Trust
Kentucky
$2.54M +$2.54M +15,596 New
ATC
1009
Argent Trust Co
Tennessee
$2.53M +$67.1K +412 +3%
CIM
1010
CenturyLink Investment Management
Colorado
$2.52M -$151K -928 -6%
HPBT
1011
High Point Bank & Trust
North Carolina
$2.5M – – –
Fiera Capital (Canada)
1012
Fiera Capital (Canada)
Quebec, Canada
$2.5M -$2.14M -13,101 -46%
OIM
1013
Orca Investment Management
Oregon
$2.48M +$85.6K +525 +4%
SFG
1014
SNS Financial Group
Minnesota
$2.47M +$927K +5,688 +60%
CS
1015
Credential Securities
$2.46M +$25.9K +159 +1%
RHFI
1016
Reilly Herbert Faulkner III
$2.46M +$43.7K +268 +2%
II
1017
IFM Investors
Australia
$2.46M +$2.46M +15,070 New
LOAME
1018
Lombard Odier Asset Management (Europe)
United Kingdom
$2.45M – – –
ID
1019
Integral Derivatives
New York
$2.44M -$4.94M -30,302 -67%
CCM
1020
Compton Capital Management
Rhode Island
$2.44M -$2.48M -15,199 -50%
TCM
1021
Texan Capital Management
Texas
$2.43M -$41.2K -253 -2%
DCM
1022
Dynamic Capital Management
Jersey
$2.42M +$2.42M +14,865 New
MCTIC
1023
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.41M -$249K -1,525 -9%
CA
1024
Capital Advantage
California
$2.41M -$123K -755 -5%
NSIM
1025
North Star Investment Management
Illinois
$2.41M +$338K +2,075 +16%
39 40
41
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