We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,788 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, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1101
Aureus Asset Management
Massachusetts
$1.43M +$478K +3,342 +51%
CCM
1102
Canal Capital Management
Virginia
$1.43M -$20.7K -145 -1%
WA1
1103
Wimmer Associates 1
California
$1.42M -$62.2K -435 -4%
HTC
1104
Haverford Trust Company
Pennsylvania
$1.42M -$93.9K -657 -6%
SCA
1105
Sippican Capital Advisors
Massachusetts
$1.41M -$3.57K -25 -0.3%
SIC
1106
Schwartz Investment Counsel
Michigan
$1.41M
VWA
1107
V Wealth Advisors
Kansas
$1.4M +$25.7K +180 +2%
FPB
1108
First PREMIER Bank
South Dakota
$1.4M -$37.9K -265 -3%
NFG
1109
Noven Financial Group
Colorado
$1.38M +$18.2K +127 +1%
CG
1110
Colony Group
Massachusetts
$1.38M +$78.6K +550 +6%
AIA
1111
Allegis Investment Advisors
Idaho
$1.38M +$69.6K +487 +5%
GF
1112
Gerstein Fisher
New York
$1.37M +$96.1K +672 +8%
PCM
1113
Princeton Capital Management
New Jersey
$1.37M -$23K -161 -2%
WEC
1114
Winslow Evans & Crocker
Massachusetts
$1.36M +$104K +725 +8%
CBB
1115
Citizens Business Bank
California
$1.35M -$45.3K -317 -3%
LIM
1116
Leavell Investment Management
Alabama
$1.34M
SFG
1117
SNS Financial Group
Minnesota
$1.34M -$70.6K -494 -5%
AI
1118
Accredited Investors
Minnesota
$1.34M +$51.6K +361 +4%
EFSCE
1119
Enterprise Financial Services Corp (EFSC)
Missouri
$1.32M +$378K +2,644 +41%
FPCG
1120
Fort Pitt Capital Group
Pennsylvania
$1.32M -$3.57K -25 -0.3%
SA
1121
Strategic Advisors
New York
$1.32M +$86.9K +608 +7%
PCP
1122
Proficio Capital Partners
Massachusetts
$1.31M +$55.8K +390 +4%
GS
1123
Girard Securities
California
$1.31M -$36.5K -255 -3%
CWA
1124
Cypress Wealth Advisors
California
$1.31M +$3.57K +25 +0.3%
PSC
1125
Prentiss Smith & Co
Vermont
$1.3M

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.