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 %
CCM
1251
Catawba Capital Management
Virginia
$1.19M -$326K -2,000 -22%
RMA
1252
Roffman Miller Associates
Pennsylvania
$1.18M +$155K +950 +15%
SSA
1253
Schonfeld Strategic Advisors
New York
$1.18M +$796K +4,886 +205%
CWA
1254
Cypress Wealth Advisors
California
$1.18M -$294K -1,803 -20%
GI
1255
Glovista Investments
New Jersey
$1.18M -$16.3K -100 -1%
AFG
1256
Arkansas Financial Group
Arkansas
$1.17M – – –
GC
1257
Garde Capital
Washington
$1.17M -$881K -5,409 -43%
RW
1258
REDW Wealth
New Mexico
$1.16M +$1.16M +7,089 New
PFM
1259
Parsec Financial Management
North Carolina
$1.15M -$7.99K -49 -0.7%
PCM
1260
Princeton Capital Management
New Jersey
$1.15M -$168K -1,033 -13%
ITIM
1261
Indiana Trust & Investment Management
Indiana
$1.15M +$13.9K +85 +1%
BFG
1262
Bouchey Financial Group
New York
$1.15M -$94.5K -580 -8%
FTI
1263
Fiduciary Trust International
Massachusetts
$1.15M +$608K +3,733 +113%
WI
1264
Wintrust Investments
Illinois
$1.14M -$41.6K -255 -4%
MBA
1265
McQueen Ball & Associates
Pennsylvania
$1.14M – – –
BVDMP
1266
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.14M – – –
NI
1267
Numeric Investors
Massachusetts
$1.14M +$245K +1,500 +27%
TCM
1268
Traynor Capital Management
Pennsylvania
$1.14M +$38.4K +233 +3%
IIA
1269
IPG Investment Advisors
California
$1.13M +$63.9K +392 +6%
CCG
1270
Cypress Capital Group
Florida
$1.13M -$17.9K -110 -2%
ACM
1271
Ashford Capital Management
Delaware
$1.13M +$14.8K +91 +1%
GS
1272
Girard Securities
California
$1.13M +$9.78K +60 +0.9%
IC
1273
Inverness Counsel
New York
$1.13M – – –
B
1274
Bailard
California
$1.13M +$57K +350 +5%
AT
1275
Arden Trust
Delaware
$1.13M -$315K -1,931 -22%
49 50
51
52 53