BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,897 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 663 increasing their positions, 749 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+104
Holders Change %
+5.8%
% of All Funds
47.5%
Holding in Top 10
381
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.57%
% of All Funds
9.54%
New
202
Increased
663
Reduced
749
Closed
61
Calls
$1.48B
Puts
$1.46B
Net Calls
+$26.1M
Net Calls Change
+$394K

Top Buyers

1
State Street
State Street
Massachusetts
+$1.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$480M
3
Morgan Stanley
Morgan Stanley
New York
+$424M
4
BFA
BlackRock Fund Advisors
California
+$336M
5
Asset Management One
Asset Management One
Japan
+$294M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$815M
2
Deutsche Bank
Deutsche Bank
Germany
-$540M
3
MTB
Mizuho Trust & Banking
Japan
-$271M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$142M
5
WP
Wedgewood Partners
Missouri
-$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIM
1226
Columbia Partners Investment Management
Virginia
$1.26M +$1.26M +7,757 New
WC
1227
Woodstock Corp
Massachusetts
$1.26M +$35K +215 +3%
TSWM
1228
Triangle Securities Wealth Management
North Carolina
$1.26M +$171K +1,047 +16%
LJAC
1229
L.J. Altfest & Co
New York
$1.26M -$13.5K -83 -1%
KFS
1230
Kurt F. Somerville
$1.26M -$73.3K -450 -6%
WG
1231
Welch Group
Alabama
$1.24M -$79.7K -489 -6%
LAIC
1232
Lederer & Associates Investment Counsel
California
$1.24M +$1.24M +7,623 New
FAM
1233
Formidable Asset Management
Ohio
$1.24M -$56.9K -349 -4%
HCMNY
1234
Howard Capital Management (New York)
New York
$1.24M +$93.7K +575 +8%
LFAS
1235
Level Four Advisory Services
Texas
$1.24M +$1.24M +7,589 New
SGI
1236
Summit Global Investments
Utah
$1.24M +$1.24M +7,585 New
HCM
1237
Hall Capital Management
Rhode Island
$1.23M +$1.23M +7,560 New
SC
1238
Stralem & Co
New York
$1.22M – – –
BA
1239
Birinyi Associates
Connecticut
$1.21M -$220K -1,350 -15%
FAG
1240
Financial Advisory Group
Texas
$1.21M +$1.21M +7,400 New
PFS
1241
Prospera Financial Services
Texas
$1.2M +$134K +821 +13%
SCA
1242
Salient Capital Advisors
Texas
$1.2M -$122K -747 -9%
CL
1243
CSS LLC
Illinois
$1.2M – – –
CBB
1244
Citizens Business Bank
California
$1.19M -$330K -2,025 -22%
WAM
1245
Weatherly Asset Management
California
$1.19M -$37.3K -229 -3%
PFBT
1246
Parkside Financial Bank & Trust
Missouri
$1.19M +$20.4K +125 +2%
CCC
1247
Chelsea Counsel Company
California
$1.19M +$821K +5,040 +224%
BF
1248
Blankinship & Foster
California
$1.19M +$1.19M +7,285 New
FIMG
1249
Financial & Investment Management Group
Michigan
$1.19M -$12.4K -76 -1%
GLI
1250
Guardian Life Insurance
New York
$1.19M +$43.7K +268 +4%
48 49
50
51 52