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 %
BWAM
1151
Boyd Watterson Asset Management
Ohio
$1.18M +$912K +6,300 +335%
HRC
1152
Hoertkorn Richard Charles
$1.18M -$14.5K -100 -1%
FAM
1153
Formidable Asset Management
Ohio
$1.18M +$57.7K +395 +5%
VIA
1154
Vantage Investment Advisors
Pennsylvania
$1.18M +$38.4K +266 +3%
KFS
1155
Kurt F. Somerville
$1.17M -$4.06K -28 -0.3%
CCM
1156
Catawba Capital Management
Virginia
$1.17M – – –
VCAM
1157
Van Cleef Asset Management
Ohio
$1.17M – – –
IC
1158
Inverness Counsel
New York
$1.16M +$163K +1,125 +16%
CG
1159
Clinton Group
New York
$1.15M +$1.15M +7,949 New
MC
1160
Miles Capital
Iowa
$1.15M +$1.15M +7,908 New
MWP
1161
MYCIO Wealth Partners
Pennsylvania
$1.14M +$4.35K +30 +0.4%
FNB
1162
First Niagara Bank
New York
$1.14M -$16.1K -111 -1%
BHC
1163
Bowen Hanes & Co
Florida
$1.14M – – –
OAM
1164
Occidental Asset Management
California
$1.13M -$54.3K -375 -5%
WG
1165
Welch Group
Alabama
$1.13M -$219K -1,514 -16%
NAM
1166
NTV Asset Management
West Virginia
$1.13M – – –
AFG
1167
Arkansas Financial Group
Arkansas
$1.12M – – –
AA
1168
Apriem Advisors
California
$1.12M +$13K +90 +1%
BFG
1169
Bouchey Financial Group
New York
$1.11M – – –
IIC
1170
Integrated Investment Consultants
Michigan
$1.11M – – –
NPT
1171
Nixon Peabody Trust
Massachusetts
$1.11M – – –
BA
1172
Bard Associates
Illinois
$1.1M -$130K -900 -11%
SCA
1173
Salient Capital Advisors
Texas
$1.09M +$80.3K +555 +8%
SC
1174
Stralem & Co
New York
$1.09M – – –
WC
1175
Woodstock Corp
Massachusetts
$1.08M +$50.7K +350 +5%
45 46
47
48 49