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 %
NERM
1276
New England Research & Management
Illinois
$676K – – –
LH
1277
Lebenthal Holdings
New York
$671K -$872K -6,605 -57%
EA
1278
Elm Advisors
California
$671K -$99K -750 -13%
OC
1279
Oakworth Capital
Alabama
$670K +$522K +3,956 +352%
PFS
1280
Prospera Financial Services
Texas
$669K +$187K +1,413 +39%
AWM
1281
AllSquare Wealth Management
New York
$667K +$26.4K +200 +4%
OIA
1282
Optimum Investment Advisors
Illinois
$667K +$92.5K +700 +16%
NPIT
1283
National Penn Investors Trust
Pennsylvania
$666K – – –
GVT
1284
Genesee Valley Trust
New York
$666K +$14.4K +109 +2%
VDI
1285
Vaughan David Investments
Illinois
$664K +$22.4K +170 +3%
FAM
1286
Fred Alger Management
New York
$660K +$66K +500 +11%
WF
1287
WealthTrust Fairport
Ohio
$660K +$92.4K +700 +16%
I
1288
IberiaBank
Louisiana
$659K -$23.8K -180 -3%
BONST
1289
Bank of Nova Scotia Trust
Ontario, Canada
$658K -$158K -1,197 -19%
PCMC
1290
Paragon Capital Management (Colorado)
Colorado
$654K – – –
GWM
1291
Greenwich Wealth Management
Connecticut
$653K +$132K +1,000 +25%
DCM
1292
Donaldson Capital Management
Indiana
$650K -$63.4K -480 -9%
GT
1293
Greenleaf Trust
Michigan
$649K +$264 +2 +0%
OCM
1294
Orleans Capital Management
Louisiana
$647K – – –
MCM
1295
Mengis Capital Management
Oregon
$647K +$101K +330 +18%
QGM
1296
Quality Growth Management
California
$647K +$647K +4,900 New
HCIA
1297
Hochman Cole Investment Advisors
Illinois
$646K +$646K +4,892 New
BWFM
1298
Bridgewater Wealth & Financial Management
Maryland
$645K – – –
PP
1299
Paloma Partners
Connecticut
$644K +$644K +4,875 New
CAI
1300
Capital Advisors Inc
Oklahoma
$644K +$47.5K +360 +8%
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