BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 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, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTC
1126
Farmers Trust Company
Ohio
$1.29M – – –
FWM
1127
Focused Wealth Management
New York
$1.29M +$250K +1,725 +24%
GP
1128
Girard Partners
Pennsylvania
$1.28M +$86.3K +596 +7%
NDSI
1129
Newman Dignan & Sheerar Inc
Rhode Island
$1.27M -$97.8K -675 -7%
IMOV
1130
Investment Management of Virginia
Virginia
$1.27M +$18.1K +125 +1%
BCM
1131
Bienville Capital Management
New York
$1.27M +$502K +3,470 +65%
EWA
1132
EP Wealth Advisors
California
$1.26M +$45.6K +315 +4%
PFBT
1133
Parkside Financial Bank & Trust
Missouri
$1.25M -$379K -2,617 -23%
PP
1134
Paloma Partners
Connecticut
$1.25M +$1.25M +8,648 New
FMBTD
1135
First Midwest Bank Trust Division
Illinois
$1.25M -$8.69K -60 -0.7%
TFA
1136
Transamerica Financial Advisors
Florida
$1.25M -$489K -3,376 -28%
SWK
1137
Stephen W. Kidder
$1.25M – – –
CBTWT
1138
Community Bank & Trust (Waco, Texas)
Texas
$1.24M -$18.8K -130 -1%
LBC
1139
Lawrence B. Cohen
$1.24M -$7.53K -52 -0.6%
YP
1140
Yellowstone Partners
Idaho
$1.24M +$57.2K +395 +5%
TSS
1141
Thomas Story & Son
Indiana
$1.23M – – –
WA
1142
WealthTrust Axiom
Pennsylvania
$1.22M -$29K -200 -2%
BWFM
1143
Bridgewater Wealth & Financial Management
Maryland
$1.21M -$27.1K -187 -2%
ERIM
1144
Eagle Ridge Investment Management
Connecticut
$1.21M +$152K +1,050 +14%
LJHT
1145
Laurie J. Hall Trustee
$1.21M -$14.4K -100 -1%
SCM
1146
SOL Capital Management
Maryland
$1.2M -$251K -1,730 -17%
NAM
1147
Needelman Asset Management
California
$1.2M – – –
Arrowstreet Capital
1148
Arrowstreet Capital
Massachusetts
$1.2M +$1.2M +8,300 New
OC
1149
Oarsman Capital
Wisconsin
$1.2M -$24.5K -169 -2%
FNBSF
1150
First National Bank Sioux Falls
South Dakota
$1.19M +$253K +1,747 +27%
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