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 %
SWM
1076
Segment Wealth Management
Texas
$2.02M +$65.7K +403 +3%
CBTWT
1077
Community Bank & Trust (Waco, Texas)
Texas
$2.02M +$16.3K +100 +0.8%
CA
1078
CapWealth Advisors
Tennessee
$2.02M -$29.8K -183 -1%
WDA
1079
Wendell David Associates
New Hampshire
$2.02M +$8.15K +50 +0.4%
SGDR
1080
SPX Gestao de Recursos
Brazil
$2.02M +$2.02M +12,400 New
PG
1081
Patten Group
Tennessee
$2.02M +$48.2K +293 +2%
AP
1082
Appleton Partners
Massachusetts
$2.02M +$9.61K +59 +0.5%
CCMD
1083
Cypress Capital Management (Delaware)
Delaware
$2.02M +$903K +5,540 +81%
FMW
1084
Farr Miller & Washington
District of Columbia
$2.01M +$64.1K +393 +3%
MWM
1085
Mission Wealth Management
California
$2.01M -$16.3K -100 -0.8%
DWT
1086
Dorsey & Whitney Trust
South Dakota
$2.01M +$13.9K +85 +0.7%
MM
1087
Midas Management
New York
$2M – – –
BJL
1088
Brighton Jones LLC
Washington
$2M -$2.59M -15,900 -56%
BC
1089
Burney Company
Virginia
$2M +$199K +1,222 +11%
SCM
1090
Sirios Capital Management
Massachusetts
$1.99M +$1.99M +12,206 New
HWA
1091
Heritage Wealth Advisors
Virginia
$1.99M +$37.3K +229 +2%
ARMC
1092
American Research & Management Company
Massachusetts
$1.99M -$16.3K -100 -0.8%
GP
1093
Girard Partners
Pennsylvania
$1.99M +$473K +2,902 +31%
SA
1094
SRH Advisors
Kansas
$1.98M – – –
LW
1095
Linscomb Wealth
Texas
$1.97M +$121K +743 +7%
APTFM
1096
AGUR Provident & Training Funds Management
Israel
$1.97M – – –
WP
1097
WMS Partners
Maryland
$1.97M +$10.8K +66 +0.6%
GWS
1098
Glassman Wealth Services
Virginia
$1.96M +$325K +1,993 +20%
GF
1099
Gabelli Funds
New York
$1.96M +$489K +3,000 +33%
WPA
1100
Winning Points Advisors
Florida
$1.95M +$1.95M +11,956 New
42 43
44
45 46