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 %
DI
1051
Diligent Investors
California
$1.7M +$20.3K +140 +1%
HWA
1052
Heritage Wealth Advisors
Virginia
$1.69M +$346K +2,396 +26%
LW
1053
Linscomb Wealth
Texas
$1.69M +$8.25K +57 +0.5%
DRS
1054
Deane Retirement Strategies
Louisiana
$1.69M -$62.1K -429 -4%
DPIM
1055
Duff & Phelps Investment Management
Illinois
$1.68M -$101K -700 -6%
MC
1056
Moors & Cabot
Massachusetts
$1.67M +$81.1K +563 +5%
DLA
1057
Douglas Lane & Associates
New York
$1.66M +$3.62K +25 +0.2%
RPG
1058
Risk Paradigm Group
Texas
$1.66M +$358K +2,475 +28%
FFBTD
1059
First Financial Bank - Trust Division
Ohio
$1.65M +$6.52K +45 +0.4%
RBC
1060
Ronald Blue & Co
Georgia
$1.64M -$425K -2,931 -21%
SWM
1061
Segment Wealth Management
Texas
$1.64M +$79.6K +550 +5%
MIAN
1062
Mariner Independent Advisor Network
Kansas
$1.63M +$78.2K +540 +5%
WSTAM
1063
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M +$83.2K +575 +5%
BFA
1064
Bragg Financial Advisors
North Carolina
$1.63M +$52K +359 +3%
AF
1065
Allworth Financial
California
$1.62M +$145K +1,000 +10%
CB
1066
Chemical Bank
Michigan
$1.62M +$111K +765 +7%
BC
1067
Burney Company
Virginia
$1.61M +$278K +1,922 +21%
Voloridge Investment Management
1068
Voloridge Investment Management
Florida
$1.61M +$1.61M +11,100 New
BIM
1069
Baldwin Investment Management
Pennsylvania
$1.61M -$73.4K -507 -4%
KCM
1070
Karp Capital Management
California
$1.61M -$14.5K -100 -0.9%
IAM
1071
Integre Asset Management
New York
$1.59M – – –
BM
1072
Bislett Management
California
$1.59M – – –
CCT
1073
Country Club Trust
Missouri
$1.59M +$50K +345 +3%
JWM
1074
Jackson Wealth Management
Florida
$1.56M -$70.5K -487 -4%
KC
1075
Kingfisher Capital
North Carolina
$1.56M -$57.8K -399 -4%
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