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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
OC
1151
Oarsman Capital
Wisconsin
$1.2M -$24.2K -169 -2%
FNBSF
1152
First National Bank Sioux Falls
South Dakota
$1.19M +$250K +1,747 +27%
BWAM
1153
Boyd Watterson Asset Management
Ohio
$1.18M +$901K +6,300 +335%
HRC
1154
Hoertkorn Richard Charles
$1.18M -$14.3K -100 -1%
FAM
1155
Formidable Asset Management
Ohio
$1.18M +$56.5K +395 +5%
VIA
1156
Vantage Investment Advisors
Pennsylvania
$1.18M +$38K +266 +3%
KFS
1157
Kurt F. Somerville
$1.17M -$4K -28 -0.3%
CCM
1158
Catawba Capital Management
Virginia
$1.17M
VCAM
1159
Van Cleef Asset Management
Ohio
$1.17M
IC
1160
Inverness Counsel
New York
$1.16M +$161K +1,125 +16%
CG
1161
Clinton Group
New York
$1.15M +$1.14M +7,949 New
MC
1162
Miles Capital
Iowa
$1.15M +$1.13M +7,908 New
MWP
1163
MYCIO Wealth Partners
Pennsylvania
$1.14M +$4.29K +30 +0.4%
FNB
1164
First Niagara Bank
New York
$1.14M -$15.9K -111 -1%
BHC
1165
Bowen Hanes & Co
Florida
$1.14M
OAM
1166
Occidental Asset Management
California
$1.13M -$53.6K -375 -5%
WG
1167
Welch Group
Alabama
$1.13M -$216K -1,514 -16%
NAM
1168
NTV Asset Management
West Virginia
$1.13M
AFG
1169
Arkansas Financial Group
Arkansas
$1.12M
AA
1170
Apriem Advisors
California
$1.12M +$12.9K +90 +1%
BFG
1171
Bouchey Financial Group
New York
$1.11M
IIC
1172
Integrated Investment Consultants
Michigan
$1.11M
NPT
1173
Nixon Peabody Trust
Massachusetts
$1.1M
BA
1174
Bard Associates
Illinois
$1.1M -$129K -900 -11%
SCA
1175
Salient Capital Advisors
Texas
$1.09M +$79.3K +555 +8%

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.