We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,788 hedge funds and large institutions have $121B invested in Berkshire Hathaway Class B in 2016 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
Edgewood Management
1326
Edgewood Management
Connecticut
$724K
BONST
1327
Bank of Nova Scotia Trust
Ontario, Canada
$721K
SIG
1328
Schooner Investment Group
Pennsylvania
$720K
BIM
1329
Barton Investment Management
Pennsylvania
$717K +$156K +1,092 +28%
FPFS
1330
First Personal Financial Services
North Carolina
$715K +$106K +741 +18%
TCM
1331
Tufton Capital Management
Maryland
$714K -$8.58K -60 -1%
RT
1332
Rockland Trust
Massachusetts
$712K +$180K +1,259 +34%
SS
1333
Simplicity Solutions
Minnesota
$710K +$50.5K +353 +8%
FMLI
1334
Fukoku Mutual Life Insurance
Japan
$709K -$85.8K -600 -11%
GVT
1335
Genesee Valley Trust
New York
$709K -$14.3K -100 -2%
OCM
1336
Orleans Capital Management
Louisiana
$709K
EWM
1337
Evermay Wealth Management
Virginia
$707K
CW
1338
Cobiz Wealth
Colorado
$704K -$24.3K -170 -3%
DCM
1339
Donaldson Capital Management
Indiana
$704K
NHC
1340
Nicholas Hoffman & Company
Georgia
$701K +$692K +4,841 New
KPF
1341
K2 Principal Fund
Ontario, Canada
$700K -$644K -4,505 -48%
PFS
1342
Physicians Financial Services
North Carolina
$698K -$3.57K -25 -0.5%
CCM
1343
CrestPoint Capital Management
Missouri
$695K -$85.8K -600 -11%
CCM
1344
Coldstream Capital Management
Washington
$694K -$56.5K -395 -8%
LCM
1345
Logan Capital Management
Pennsylvania
$694K -$5K -35 -0.7%
LPL Financial
1346
LPL Financial
California
$692K -$141M -988,782 -100%
FC
1347
Farley Capital
New York
$691K -$615K -4,300 -47%
LIA
1348
LBMC Investment Advisors
Tennessee
$690K -$18.7K -131 -3%
PFPT
1349
Pinnacle Financial Partners (Tennessee)
Tennessee
$689K +$35.7K +250 +6%
AMG
1350
Asset Management Group
Connecticut
$686K -$2.57K -18 -0.4%

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.