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 %
EA
1301
Elm Advisors
California
$721K – – –
SFM
1302
Signet Financial Management
New Jersey
$719K -$80.9K -570 -10%
SIG
1303
Schooner Investment Group
Pennsylvania
$719K +$719K +5,000 New
CWM
1304
Concert Wealth Management
California
$715K -$362K -2,549 -34%
CW
1305
Cobiz Wealth
Colorado
$714K -$24.8K -175 -3%
TCM
1306
Tufton Capital Management
Maryland
$709K -$31.9K -225 -4%
Edgewood Management
1307
Edgewood Management
Connecticut
$709K -$28.4K -200 -4%
GVT
1308
Genesee Valley Trust
New York
$709K -$7.1K -50 -1%
BONST
1309
Bank of Nova Scotia Trust
Ontario, Canada
$707K – – –
SFA
1310
Sequoia Financial Advisors
Ohio
$701K +$40.3K +284 +6%
FFC
1311
First Financial Corp
Indiana
$697K -$177K -1,250 -20%
OCM
1312
Orleans Capital Management
Louisiana
$695K – – –
QGM
1313
Quality Growth Management
California
$695K – – –
LIA
1314
LBMC Investment Advisors
Tennessee
$695K +$51.8K +365 +8%
EWM
1315
Evermay Wealth Management
Virginia
$693K -$37K -261 -5%
STMM
1316
South Texas Money Management
Texas
$690K +$40.7K +287 +6%
HAIM
1317
Hunter Associates Investment Management
Pennsylvania
$690K +$79.5K +560 +13%
DCM
1318
Donaldson Capital Management
Indiana
$689K -$8.79K -62 -1%
PFS
1319
Physicians Financial Services
North Carolina
$688K – – –
GWM
1320
Greenwich Wealth Management
Connecticut
$685K -$17K -120 -2%
LCM
1321
Logan Capital Management
Pennsylvania
$685K +$7.95K +56 +1%
BFA
1322
Beaumont Financial Advisors
Massachusetts
$682K -$7.7M -53,345 -92%
PV
1323
Private Vista
Illinois
$678K -$649K -4,486 -49%
NPIT
1324
National Penn Investors Trust
Pennsylvania
$677K -$38.3K -270 -5%
AMG
1325
Asset Management Group
Connecticut
$675K – – –
51 52
53
54 55