BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
1076
Credential Securities
$1.37M +$1.37M +9,661 New
PCM
1077
Princeton Capital Management
New Jersey
$1.36M +$37.9K +267 +3%
VWA
1078
V Wealth Advisors
Kansas
$1.36M +$1.36M +9,580 New
NCM
1079
Narwhal Capital Management
Georgia
$1.36M -$9.93K -70 -0.7%
NDSI
1080
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M -$10.6K -75 -0.8%
WPW
1081
Waldron Private Wealth
Pennsylvania
$1.34M +$186K +1,309 +16%
NFG
1082
Noven Financial Group
Colorado
$1.34M -$144K -1,012 -10%
KPF
1083
K2 Principal Fund
Ontario, Canada
$1.33M -$1.21M -8,558 -48%
GS
1084
Girard Securities
California
$1.33M -$304K -2,140 -19%
HWA
1085
Heritage Wealth Advisors
Virginia
$1.32M +$92.3K +651 +8%
WG
1086
Welch Group
Alabama
$1.32M – – –
LIM
1087
Leavell Investment Management
Alabama
$1.32M – – –
AIA
1088
Allegis Investment Advisors
Idaho
$1.31M +$162K +1,145 +14%
Jacobs Levy Equity Management
1089
Jacobs Levy Equity Management
New Jersey
$1.3M +$318K +2,240 +32%
BC
1090
Burney Company
Virginia
$1.3M +$469K +3,308 +56%
FPCG
1091
Fort Pitt Capital Group
Pennsylvania
$1.3M +$14.2K +100 +1%
CC
1092
Caxton Corporation
New Jersey
$1.29M +$1.07M +7,570 +490%
FC
1093
Farley Capital
New York
$1.29M +$139K +977 +12%
IWM
1094
Integrated Wealth Management
California
$1.28M -$24.5K -173 -2%
CWA
1095
Cypress Wealth Advisors
California
$1.28M +$597K +4,204 +87%
PSC
1096
Prentiss Smith & Co
Vermont
$1.28M -$227K -1,600 -15%
GF
1097
Gabelli Funds
New York
$1.28M – – –
RPG
1098
Risk Paradigm Group
Texas
$1.27M +$377K +2,660 +42%
CG
1099
Colony Group
Massachusetts
$1.27M -$104K -730 -8%
FTC
1100
Farmers Trust Company
Ohio
$1.26M +$142 +1 +0%
42 43
44
45 46