BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,747 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 670 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,747
Holders Change
+92
Holders Change %
+5.56%
% of All Funds
45.88%
Holding in Top 10
301
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.59%
% of All Funds
7.9%
New
161
Increased
670
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$330M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$223M
3
Prudential Financial
Prudential Financial
New Jersey
+$214M
4
BFA
BlackRock Fund Advisors
California
+$200M
5
Deutsche Bank
Deutsche Bank
Germany
+$185M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$6.94B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$660M
3
SG Americas Securities
SG Americas Securities
New York
-$578M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$219M
5
Northern Trust
Northern Trust
Illinois
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1251
Boltwood Capital Management
California
$726K +$52.8K +400 +8%
CCM
1252
Coldstream Capital Management
Washington
$722K -$158K -1,197 -18%
FBNAT
1253
FirstMerit Bank N.A. Trustee
Ohio
$719K +$26.4K +200 +4%
KAM
1254
Kazazian Asset Management
Florida
$713K -$253K -1,919 -26%
IHL
1255
Investment House LLC
California
$710K +$9.9K +75 +1%
SGH
1256
Schonfeld Group Holdings
New York
$709K +$164K +1,240 +30%
CRC
1257
Curi RMB Capital
Illinois
$707K -$4.23K -32 -0.6%
CAMG
1258
CWA Asset Management Group
Florida
$707K +$707K +5,352 New
CPA
1259
Capital Planning Advisors
California
$706K -$156K -1,180 -18%
FHA
1260
First Horizon Advisors
Tennessee
$704K -$34K -258 -5%
SMI
1261
Shelter Mutual Insurance
Missouri
$702K – – –
CAM
1262
Centre Asset Management
New York
$702K +$238K +1,800 +51%
FMLI
1263
Fukoku Mutual Life Insurance
Japan
$700K +$92.5K +700 +15%
RIG
1264
Renaissance Investment Group
Massachusetts
$700K +$700K +5,298 New
FPFS
1265
First Personal Financial Services
North Carolina
$696K -$47.6K -361 -6%
CP
1266
Camelot Portfolios
Ohio
$692K +$161K +1,219 +30%
DAM
1267
Doheny Asset Management
California
$690K – – –
TCM
1268
Tufton Capital Management
Maryland
$689K – – –
Edgewood Management
1269
Edgewood Management
Connecticut
$687K – – –
CW
1270
Cobiz Wealth
Colorado
$687K +$3.56K +27 +0.5%
LRPA
1271
L. Roy Papp & Associates
Arizona
$683K -$13.2K -100 -2%
GBBWRPM
1272
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$683K +$683K +5,173 New
SAM
1273
Security Asset Management
New York
$681K – – –
EWM
1274
Evermay Wealth Management
Virginia
$679K -$151K -1,146 -18%
KA
1275
Klingman & Associates
New York
$679K – – –
49 50
51
52 53