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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
$13B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$460M
3
Prudential Financial
Prudential Financial
New Jersey
$624M
4
BFA
BlackRock Fund Advisors
California
$2.83B
5
Deutsche Bank
Deutsche Bank
Germany
$586M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$7.03B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.82B
3
SG Americas Securities
SG Americas Securities
New York
$6.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.19B
5
Northern Trust
Northern Trust
Illinois
$2.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1326
Stewardship Financial Advisors
Georgia
$595K +$595K +4,507 New
LWM
1327
LBA Wealth Management
Florida
$594K – – –
VSWA
1328
Vontobel Swiss Wealth Advisors
Switzerland
$585K +$8.59K +65 +1%
PPCM
1329
Pillar Pacific Capital Management
California
$584K -$43.5K -329 -7%
AT
1330
Acadia Trust
Maine
$584K -$6.61K -50 -1%
SCM
1331
SKBA Capital Management
California
$583K -$4.68M -35,426 -89%
BTNA
1332
Bremer Trust National Association
Minnesota
$583K -$660 -5 -0.1%
EWA
1333
EP Wealth Advisors
California
$582K +$76K +575 +15%
MBT
1334
Monroe Bank & Trust
Michigan
$580K +$35K +265 +6%
BT
1335
Brandywine Trust
Delaware
$578K – – –
LWAC
1336
Laurel Wealth Advisors (California)
California
$578K +$578K +4,379 New
SCG
1337
Sonata Capital Group
Washington
$576K -$9.65K -73 -2%
FBT
1338
First Bankers Trust
Kentucky
$574K – – –
BIA
1339
Biondo Investment Advisors
Pennsylvania
$568K -$66K -500 -10%
HAIM
1340
Hunter Associates Investment Management
Pennsylvania
$568K +$396 +3 +0.1%
WPC
1341
Waters Parkerson & Co
Louisiana
$565K – – –
Kayne Anderson Rudnick Investment Management
1342
Kayne Anderson Rudnick Investment Management
California
$561K – – –
MSR
1343
Main Street Research
Connecticut
$560K -$120K -910 -18%
ABTD
1344
Arvest Bank Trust Division
Oklahoma
$559K +$99.1K +750 +22%
Westfield Capital Management
1345
Westfield Capital Management
Massachusetts
$556K – – –
CIP
1346
Convergence Investment Partners
Florida
$552K -$264 -2 -0%
WB
1347
Webster Bank
Connecticut
$550K -$11.2K -85 -2%
DT
1348
Diversified Trust
Tennessee
$544K +$50.2K +380 +10%
AFP
1349
Ausdal Financial Partners
Iowa
$543K +$543K +4,109 New
CFA
1350
Capstone Financial Advisors
Illinois
$542K -$26.4K -200 -5%
52 53
54
55 56