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 %
SCM
1226
Schnieders Capital Management
California
$888K +$14.2K +100 +2%
PM
1227
Penbrook Management
New York
$887K – – –
AIM
1228
Avity Investment Management
Connecticut
$885K -$57.4K -400 -6%
SPC
1229
Stewart & Patten Company
California
$879K +$48.7K +343 +6%
QCG
1230
Quadrant Capital Group
Ohio
$872K +$1.26K +9 +0.1%
SIC
1231
Sigma Investment Counselors
Michigan
$866K -$82K -578 -9%
AMM
1232
American Money Management
California
$865K +$7.52K +53 +0.9%
TSWM
1233
Triangle Securities Wealth Management
North Carolina
$859K +$167K +1,180 +24%
SMC
1234
Smith, Moore & Co
Missouri
$857K +$213K +1,500 +33%
SFSIG
1235
San Francisco Sentry Investment Group
California
$856K +$10.6K +75 +1%
TFCP
1236
Twin Focus Capital Partners
Massachusetts
$856K +$856K +6,033 New
BC
1237
Banced Corp
Illinois
$854K +$20.3K +143 +2%
PL
1238
Plancorp LLC
Missouri
$852K +$37.1K +262 +5%
CC
1239
Colrain Capital
Massachusetts
$851K -$3.62M -25,500 -81%
ATC
1240
Adirondack Trust Company
New York
$850K -$16.3K -115 -2%
CC
1241
Courier Capital
New York
$845K +$7.09K +50 +0.8%
NB
1242
Nicolet Bankshares
Wisconsin
$845K +$259K +1,827 +44%
MI
1243
Montage Investments
Kansas
$845K +$426K +3,000 +102%
MCM
1244
Mengis Capital Management
Oregon
$843K +$276K +1,030 +49%
CBA
1245
Coastal Bridge Advisors
Connecticut
$840K – – –
GCA
1246
Guardian Capital Advisors
Ontario, Canada
$834K +$288K +2,054 +53%
FCCM
1247
First City Capital Management
Georgia
$833K +$28.4K +200 +4%
HR
1248
Howe & Rusling
New York
$830K +$37.9K +267 +5%
IIA
1249
IPG Investment Advisors
California
$829K -$142K -999 -15%
MFW
1250
Mosaic Family Wealth
Missouri
$827K +$10.6K +75 +1%
48 49
50
51 52