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 %
SS
1051
Simplicity Solutions
Minnesota
$2.17M +$1.39M +8,538 +179%
DAM
1052
Delta Asset Management
Tennessee
$2.16M -$477K -2,928 -18%
MCM
1053
Millie Capital Management
California
$2.16M -$407K -2,500 -16%
PMFA
1054
Plante Moran Financial Advisors
Michigan
$2.15M -$83.9K -515 -4%
SFFS
1055
Stonehage Fleming Financial Services
Jersey
$2.14M -$579K -3,554 -21%
CCT
1056
Capital City Trust
Florida
$2.14M -$431K -2,647 -17%
CIC
1057
Crawford Investment Counsel
Georgia
$2.13M +$64.4K +395 +3%
ZIM
1058
Zacks Investment Management
Illinois
$2.13M -$804K -4,935 -27%
WA
1059
WBH Advisory
Maryland
$2.12M -$28.5K -175 -1%
CS
1060
Cannell & Spears
New York
$2.11M +$50.2K +308 +2%
AC
1061
Abbrea Capital
California
$2.1M +$2.1M +12,907 New
PA
1062
Perennial Advisors
New York
$2.1M +$2.1M +12,869 New
MWM
1063
Mascoma Wealth Management
New Hampshire
$2.09M +$2.09M +12,800 New
CG
1064
Caprock Group
Idaho
$2.08M -$4.4K -27 -0.2%
TCOO
1065
Trust Company of Oklahoma
Oklahoma
$2.08M -$371K -2,275 -15%
HCA
1066
Horan Capital Advisors
Ohio
$2.08M +$4.89K +30 +0.2%
WAS
1067
Winch Advisory Services
Wisconsin
$2.07M -$200K -1,229 -9%
LIA
1068
LBMC Investment Advisors
Tennessee
$2.06M -$64.4K -395 -3%
CA
1069
Cortland Associates
Missouri
$2.06M – – –
BCM
1070
Brookstone Capital Management
Illinois
$2.05M +$33.9K +208 +2%
DRS
1071
Deane Retirement Strategies
Louisiana
$2.05M +$5.87K +36 +0.3%
MHIC
1072
Marble Harbor Investment Counsel
Massachusetts
$2.05M +$424K +2,600 +26%
MC
1073
Moors & Cabot
Massachusetts
$2.04M +$120K +736 +6%
MWP
1074
MYCIO Wealth Partners
Pennsylvania
$2.03M +$590K +3,618 +41%
SIAP
1075
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.03M +$2.03M +12,450 New
41 42
43
44 45