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 %
TAM
1026
Tiverton Asset Management
Delaware
$2.38M +$2.38M +14,622 New
BCM
1027
Blume Capital Management
California
$2.38M -$22.5K -138 -0.9%
FBA
1028
Front Barnett Associates
Illinois
$2.38M – – –
RBC
1029
Ronald Blue & Co
Georgia
$2.36M -$112K -688 -5%
AC
1030
Alley Company
Illinois
$2.34M -$42.9K -263 -2%
GXMC
1031
Global X Management Company
New York
$2.33M -$59.3K -364 -2%
WGCA
1032
Wolf Group Capital Advisors
Virginia
$2.31M +$592K +3,635 +34%
CCA
1033
Checchi Capital Advisers
California
$2.31M +$131K +801 +6%
LNB
1034
Ledyard National Bank
$2.31M +$53K +325 +2%
GKFF
1035
George Kaiser Family Foundation
Oklahoma
$2.27M – – –
FLPIM
1036
F.L. Putnam Investment Management
Massachusetts
$2.26M -$243K -1,494 -10%
CCM
1037
Cadence Capital Management
Massachusetts
$2.25M +$76.6K +470 +4%
BIM
1038
Barton Investment Management
Pennsylvania
$2.25M +$489K +3,000 +28%
HWA
1039
HCR Wealth Advisors
California
$2.25M +$2.25M +13,810 New
CIC
1040
Carnegie Investment Counsel
Ohio
$2.25M +$311K +1,900 +16%
BIM
1041
Baldwin Investment Management
Pennsylvania
$2.25M +$504K +3,091 +29%
MPI
1042
Mairs & Power Inc
Minnesota
$2.25M +$102K +625 +5%
PTC
1043
Private Trust Company
Ohio
$2.24M +$272K +1,668 +14%
WT
1044
Washington Trust
Rhode Island
$2.24M +$65.2K +400 +3%
SC
1045
Savant Capital
Illinois
$2.24M +$24.8K +152 +1%
MWAC
1046
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.21M -$119K -731 -5%
GWCM
1047
Godshalk Welsh Capital Management
Pennsylvania
$2.19M -$24.4K -150 -1%
KFA
1048
Kelleher Financial Advisors
New York
$2.19M -$16.3K -100 -0.7%
PAMG
1049
Patton Albertson Miller Group
Tennessee
$2.18M -$59.5K -365 -3%
SIMM
1050
Stillwater Investment Management (Minnesota)
Minnesota
$2.17M -$115K -703 -5%
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