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 %
SRCM
1251
Swift Run Capital Management
Virginia
$826K +$440K +3,100 +114%
OIA
1252
Optimum Investment Advisors
Illinois
$823K +$106K +750 +15%
Lido Advisors
1253
Lido Advisors
California
$822K +$822K +5,797 New
WPC
1254
Waters Parkerson & Co
Louisiana
$821K +$214K +1,505 +35%
TCM
1255
Tradition Capital Management
New Jersey
$819K – – –
ZIC
1256
ZWJ Investment Counsel
Georgia
$819K +$273K +1,925 +50%
GT
1257
Greenleaf Trust
Michigan
$818K +$121K +850 +17%
FBNAT
1258
FirstMerit Bank N.A. Trustee
Ohio
$817K +$43.9K +309 +6%
TL
1259
Tirschwell & Loewy
New York
$816K -$9.37K -66 -1%
LOAMS
1260
Lombard Odier Asset Management (Switzerland)
Switzerland
$815K – – –
FAM
1261
Fred Alger Management
New York
$809K +$99.4K +700 +14%
CC
1262
Capital Counsel
New York
$807K -$25.2M -177,505 -97%
ANTB
1263
AMG National Trust Bank
Colorado
$807K – – –
WF
1264
WealthTrust Fairport
Ohio
$807K +$98K +691 +14%
SHJ
1265
Sharkey, Howes & Javer
Colorado
$806K – – –
PHIMC
1266
Private Harbour Investment Management & Counsel
Ohio
$805K -$198K -1,396 -20%
DTL
1267
Dynamic Technology Lab
Singapore
$805K +$805K +5,673 New
CAAS
1268
Capital Asset Advisory Services
Michigan
$805K +$805K +5,674 New
HCM
1269
Harvey Capital Management
Florida
$801K – – –
ADL
1270
Asset Dedication LLC
California
$793K -$72.1K -508 -8%
SAM
1271
SignalPoint Asset Management
Missouri
$790K +$109K +766 +16%
KTC
1272
Kistler-Tiffany Companies
Pennsylvania
$785K – – –
VDI
1273
Vaughan David Investments
Illinois
$784K +$70.2K +495 +10%
RMA
1274
Roffman Miller Associates
Pennsylvania
$782K -$12.5K -88 -2%
VWM
1275
Vector Wealth Management
Minnesota
$780K -$709 -5 -0.1%
49 50
51
52 53