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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
Lido Advisors
1226
Lido Advisors
California
$940K +$98.9K +692 +12%
B
1227
Bailard
California
$938K +$405K +2,832 +78%
MFS
1228
Madrona Financial Services
Washington
$934K -$14.3K -100 -2%
WA
1229
Winfield Associates
Ohio
$933K -$98.8K -691 -10%
IT
1230
Independence Trust
Tennessee
$928K -$23.3K -163 -2%
CCM
1231
Chilton Capital Management
Texas
$924K -$192K -1,340 -17%
WGCA
1232
Wolf Group Capital Advisors
Virginia
$924K +$592K +4,140 +185%
TSWM
1233
Triangle Securities Wealth Management
North Carolina
$920K +$42.9K +300 +5%
BAM
1234
Bruderman Asset Management
New York
$919K -$29.2K -204 -3%
LA
1235
LVW Advisors
New York
$917K -$354K -2,479 -28%
BWM
1236
BerganKDV Wealth Management
Minnesota
$917K -$213K -1,490 -19%
AB
1237
AT Bancorp
Iowa
$916K
BHTS
1238
Bar Harbor Trust Services
Maine
$916K
ANTB
1239
AMG National Trust Bank
Colorado
$916K +$91.6K +641 +11%
Mirae Asset Global Investments
1240
Mirae Asset Global Investments
South Korea
$914K -$680K -4,756 -43%
SCM
1241
Schnieders Capital Management
California
$906K
QCG
1242
Quadrant Capital Group
Ohio
$899K +$14.7K +103 +2%
SIC
1243
Sigma Investment Counselors
Michigan
$895K +$10.7K +75 +1%
NERM
1244
New England Research & Management
Illinois
$894K -$42.9K -300 -5%
SPC
1245
Stewart & Patten Company
California
$894K -$3.57K -25 -0.4%
AIM
1246
Avity Investment Management
Connecticut
$893K
KCM
1247
Kornitzer Capital Management
Kansas
$886K -$28.6K -200 -3%
AB
1248
Atlas Brown
Kentucky
$885K -$21.4K -150 -2%
Millennium Management
1249
Millennium Management
New York
$881K -$7.78M -54,447 -90%
SMG
1250
Spectrum Management Group
Indiana
$881K -$383K -2,680 -31%

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.