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 %
EWM
1126
Edge Wealth Management
New York
$1.18M – – –
NG
1127
NatWest Group
United Kingdom
$1.18M +$324K +2,282 +38%
GP
1128
Girard Partners
Pennsylvania
$1.17M -$5.39K -38 -0.5%
HRC
1129
Hoertkorn Richard Charles
$1.17M -$107K -755 -8%
GI
1130
Glovista Investments
New Jersey
$1.17M +$170K +1,200 +17%
OAM
1131
Occidental Asset Management
California
$1.16M -$14.2K -100 -1%
YP
1132
Yellowstone Partners
Idaho
$1.16M +$234K +1,650 +25%
OAM
1133
Oxford Asset Management
United Kingdom
$1.16M +$1.16M +8,147 New
KFS
1134
Kurt F. Somerville
$1.15M -$362K -2,550 -24%
VCAM
1135
Van Cleef Asset Management
Ohio
$1.15M -$17.7K -125 -2%
CCM
1136
Catawba Capital Management
Virginia
$1.15M +$213K +1,500 +23%
FNB
1137
First Niagara Bank
New York
$1.13M -$145K -1,025 -11%
MAM
1138
Mizuho Asset Management
Japan
$1.12M -$1.02M -7,102 -48%
FAM
1139
Formidable Asset Management
Ohio
$1.12M -$59.8K -409 -5%
VIA
1140
Vantage Investment Advisors
Pennsylvania
$1.12M +$5.39K +38 +0.5%
BHC
1141
Bowen Hanes & Co
Florida
$1.11M – – –
MWP
1142
MYCIO Wealth Partners
Pennsylvania
$1.11M +$49.6K +350 +5%
CRC
1143
Curi RMB Capital
Illinois
$1.11M +$352K +2,480 +46%
BWM
1144
BerganKDV Wealth Management
Minnesota
$1.11M +$1.11M +7,825 New
NAM
1145
NTV Asset Management
West Virginia
$1.1M +$12.9K +91 +1%
AFG
1146
Arkansas Financial Group
Arkansas
$1.1M -$58.9K -415 -5%
CCM
1147
Chilton Capital Management
Texas
$1.1M – – –
FFSOTS
1148
Fiduciary Financial Services of The Southwest
Texas
$1.09M -$6.39K -45 -0.6%
LNC
1149
Lincoln National Corp
Pennsylvania
$1.09M +$94.3K +665 +9%
BFG
1150
Bouchey Financial Group
New York
$1.09M -$4.97K -35 -0.5%
44 45
46
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