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 %
SMG
1301
Spectrum Management Group
Indiana
$1.04M -$1.47K -9 -0.1%
NA
1302
Nottingham Advisors
New York
$1.03M -$57.1K -350 -5%
OCM
1303
Osterweis Capital Management
California
$1.02M – – –
HI
1304
Horizon Investments
North Carolina
$1.02M +$1.02M +6,268 New
GCA
1305
Guardian Capital Advisors
Ontario, Canada
$1.02M -$31.8K -195 -3%
MWM
1306
Meridian Wealth Management
Kentucky
$1.02M +$1.02M +6,233 New
MFW
1307
Mosaic Family Wealth
Missouri
$1.01M +$16.9K +104 +2%
ZIC
1308
ZWJ Investment Counsel
Georgia
$1.01M +$60K +368 +6%
CCM
1309
CrestPoint Capital Management
Missouri
$1.01M -$114K -700 -10%
NERM
1310
New England Research & Management
Illinois
$1.01M – – –
SCM
1311
Schnieders Capital Management
California
$1M – – –
BHTS
1312
Bar Harbor Trust Services
Maine
$1M – – –
MSR
1313
Main Street Research
Connecticut
$997K -$34.2K -210 -3%
VDI
1314
Vaughan David Investments
Illinois
$994K -$81.5K -500 -8%
AIM
1315
Avity Investment Management
Connecticut
$993K – – –
FHA
1316
First Horizon Advisors
Tennessee
$991K – – –
MJP
1317
Michael J. Puzo
$987K – – –
ALIONA
1318
Allianz Life Insurance of North America
Minnesota
$981K +$981K +6,017 New
PFO
1319
Pathstone Family Office
New Jersey
$978K -$62K -380 -6%
FA
1320
FCG Advisors
New Jersey
$977K +$24.4K +150 +3%
NEI
1321
Northwest & Ethical Investments
Ontario, Canada
$975K -$133K -816 -12%
CA
1322
Corrado Advisors
New Jersey
$973K +$81.5K +500 +9%
PP
1323
Patten & Patten
Tennessee
$967K -$2.44K -15 -0.3%
NB
1324
Nicolet Bankshares
Wisconsin
$965K +$7.01K +43 +0.7%
FHA
1325
Flagship Harbor Advisors
Massachusetts
$964K +$964K +6,031 New
51 52
53
54 55