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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
SC
1176
Stralem & Co
New York
$1.09M
WC
1177
Woodstock Corp
Massachusetts
$1.08M +$50K +350 +5%
LJAC
1178
L.J. Altfest & Co
New York
$1.08M
DAS
1179
Dynamic Advisor Solutions
Arizona
$1.07M +$62.9K +440 +6%
WAM
1180
Weatherly Asset Management
California
$1.07M +$7.86K +55 +0.8%
ACM
1181
Azimuth Capital Management
Michigan
$1.06M -$504K -3,525 -32%
CL
1182
CSS LLC
Illinois
$1.06M
CCG
1183
Cypress Capital Group
Florida
$1.06M +$34.3K +240 +3%
FIMG
1184
Financial & Investment Management Group
Michigan
$1.06M
GI
1185
Glovista Investments
New Jersey
$1.06M -$129K -900 -11%
JFA
1186
JNBA Financial Advisors
Minnesota
$1.05M +$1.57K +11 +0.2%
FSA
1187
Financial Sense Advisors
California
$1.05M
GC
1188
Garde Capital
Washington
$1.04M -$39.3K -275 -4%
SFA
1189
Sequoia Financial Advisors
Ohio
$1.03M +$315K +2,200 +44%
MMA
1190
Miracle Mile Advisors
California
$1.03M +$70K +490 +7%
PFS
1191
Prospera Financial Services
Texas
$1.03M +$76.3K +534 +8%
KPCM
1192
Kings Point Capital Management
New York
$1.03M -$56.2K -393 -5%
VNA
1193
Valley National Advisers
Pennsylvania
$1.02M
HCMNY
1194
Howard Capital Management (New York)
New York
$1.02M
IAM
1195
Impax Asset Management
New Hampshire
$1.02M +$57.2K +400 +6%
GLI
1196
Guardian Life Insurance
New York
$1.02M +$13.7K +96 +1%
MBA
1197
McQueen Ball & Associates
Pennsylvania
$1.02M +$1M +7,020 New
Renaissance Technologies
1198
Renaissance Technologies
New York
$1.01M -$243K -1,700 -20%
BVDMP
1199
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M
Verition Fund Management
1200
Verition Fund Management
Connecticut
$1.01M +$999K +6,986 New

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.