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 %
HIM
1101
Hutchens Investment Management
New Hampshire
$1.94M +$1.94M +11,920 New
BFA
1102
Bragg Financial Advisors
North Carolina
$1.93M +$97.8K +600 +5%
SCM
1103
Sterneck Capital Management
Missouri
$1.93M +$10.3K +63 +0.5%
IAA
1104
Independent Advisor Alliance
North Carolina
$1.93M +$1.93M +12,025 New
DI
1105
Diligent Investors
California
$1.92M +$22.8K +140 +1%
ZCA
1106
Zeke Capital Advisors
Pennsylvania
$1.92M +$1.12M +6,859 +140%
CCM
1107
Condor Capital Management
New Jersey
$1.91M -$40.9K -251 -2%
NEPWA
1108
New England Private Wealth Advisors
Massachusetts
$1.9M -$219K -1,346 -10%
HTHT
1109
Hemenway Trust Hemenway Trust
New Hampshire
$1.88M -$214K -1,310 -10%
CCT
1110
Country Club Trust
Missouri
$1.88M – – –
QI
1111
Quotient Investors
New York
$1.87M – – –
Koshinski Asset Management
1112
Koshinski Asset Management
Illinois
$1.87M -$11.8M -10,997 -86%
LIM
1113
Leavell Investment Management
Alabama
$1.86M -$1.16M -7,100 -38%
CBU
1114
CIBC Bank USA
Illinois
$1.86M -$89.6K -550 -5%
PP
1115
Pegasus Partners
Wisconsin
$1.85M -$117K -718 -6%
IP
1116
Intellectus Partners
California
$1.85M +$1.85M +11,510 New
GQG Partners
1117
GQG Partners
Florida
$1.85M +$1.85M +11,330 New
MC
1118
Miles Capital
Iowa
$1.83M +$148K +907 +9%
MFWM
1119
Motley Fool Wealth Management
Virginia
$1.8M +$101K +619 +6%
BCM
1120
BTR Capital Management
California
$1.8M – – –
CM
1121
Churchill Management
California
$1.8M +$1.8M +11,021 New
IAM
1122
Integre Asset Management
New York
$1.79M – – –
BM
1123
Bislett Management
California
$1.79M – – –
YWP
1124
YorkBridge Wealth Partners
New York
$1.79M +$1.79M +11,300 New
IAS
1125
IMA Advisory Services
Colorado
$1.78M -$267K -1,636 -13%
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