BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
1176
Lincoln National Corp
Pennsylvania
$905K +$345K +2,684 +61%
MFS
1177
Madrona Financial Services
Washington
$904K – – –
VNA
1178
Valley National Advisers
Pennsylvania
$902K +$11.9K +90 +1%
CAM
1179
Cubic Asset Management
Massachusetts
$899K +$19.8K +150 +2%
GC
1180
Garde Capital
Washington
$891K -$772K -5,852 -46%
BHTS
1181
Bar Harbor Trust Services
Maine
$888K – – –
RR
1182
Robotti Robert
$887K – – –
WAM
1183
Weatherly Asset Management
California
$887K +$111K +837 +14%
SIC
1184
Sigma Investment Counselors
Michigan
$883K -$39.6K -300 -4%
AFG
1185
Albion Financial Group
Utah
$882K -$1.32K -10 -0.1%
AI
1186
Atria Investments
North Carolina
$877K +$147K +1,149 +20%
SC
1187
Searle & Co
Connecticut
$876K – – –
ACM
1188
Ashford Capital Management
Delaware
$875K – – –
TTWM
1189
TCV Trust & Wealth Management
Virginia
$874K -$13.2K -100 -1%
EWM
1190
Endurance Wealth Management
Rhode Island
$874K +$46.2K +350 +6%
CCM
1191
Catawba Capital Management
Virginia
$869K – – –
IT
1192
Independence Trust
Tennessee
$868K – – –
AIM
1193
Avity Investment Management
Connecticut
$868K +$121K +914 +16%
EGA
1194
E&G Advisors
Texas
$865K – – –
PCM
1195
Palisade Capital Management
New Jersey
$864K +$32.4K +245 +4%
HA
1196
Harfst & Associates
Wyoming
$863K – – –
CFG
1197
Citizens Financial Group
Rhode Island
$861K +$861K +6,527 New
YP
1198
Yellowstone Partners
Idaho
$859K +$590K +4,468 +219%
ECM
1199
Estabrook Capital Management
New York
$859K -$194K -1,469 -18%
WA
1200
Winfield Associates
Ohio
$858K -$139K -1,055 -14%
46 47
48
49 50