BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
1201
Prospera Financial Services
Texas
$935K +$217K +1,528 +30%
MMA
1202
Miracle Mile Advisors
California
$935K +$623K +4,390 +200%
AI
1203
Atria Investments
North Carolina
$934K -$36.2K -255 -4%
IT
1204
Independence Trust
Tennessee
$933K – – –
CCM
1205
Cadence Capital Management
Massachusetts
$932K +$24.5K +173 +3%
TCM
1206
Traynor Capital Management
Pennsylvania
$931K -$158K -1,115 -15%
BAM
1207
Bruderman Asset Management
New York
$930K -$132K -930 -12%
EGA
1208
E&G Advisors
Texas
$930K – – –
AAM
1209
Aureus Asset Management
Massachusetts
$929K -$504K -3,550 -35%
MFS
1210
Madrona Financial Services
Washington
$929K -$42.6K -300 -4%
ACM
1211
Argentus Capital Management
Texas
$927K -$112K -789 -11%
OCM
1212
Osterweis Capital Management
California
$925K +$355K +2,500 +62%
EFSCE
1213
Enterprise Financial Services Corp (EFSC)
Missouri
$924K +$16.3K +115 +2%
UAS
1214
United Asset Strategies
New York
$923K -$132K -933 -13%
ECM
1215
Estabrook Capital Management
New York
$923K – – –
QT
1216
Quantbot Technologies
New York
$919K -$144K -1,015 -14%
NERM
1217
New England Research & Management
Illinois
$918K +$191K +1,350 +26%
FNBSF
1218
First National Bank Sioux Falls
South Dakota
$915K -$264K -1,863 -22%
I2I
1219
Insight 2811 Inc
Illinois
$907K +$110K +772 +14%
PFO
1220
Pathstone Family Office
New Jersey
$904K +$904K +6,372 New
HFA
1221
High Falls Advisors
New York
$900K +$341K +2,399 +61%
AB
1222
AT Bancorp
Iowa
$899K -$23.1K -163 -3%
BHTS
1223
Bar Harbor Trust Services
Maine
$898K -$56.8K -400 -6%
KCM
1224
Kornitzer Capital Management
Kansas
$897K -$78K -550 -8%
AB
1225
Atlas Brown
Kentucky
$888K -$35.5K -250 -4%
47 48
49
50 51