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 %
ABP
1351
Arthur B. Page
$609K +$56.8K +400 +10%
AAMU
1352
Amundi Asset Management US
Massachusetts
$608K -$57.5K -405 -9%
ACP
1353
Arcus Capital Partners
Georgia
$605K +$101K +713 +20%
Kayne Anderson Rudnick Investment Management
1354
Kayne Anderson Rudnick Investment Management
California
$603K – – –
WA
1355
WBH Advisory
Maryland
$602K – – –
CIP
1356
Convergence Investment Partners
Florida
$602K +$9.36K +66 +2%
PPCM
1357
Pillar Pacific Capital Management
California
$601K -$26.1K -184 -4%
LWAC
1358
Laurel Wealth Advisors (California)
California
$601K -$20.6K -145 -3%
NC
1359
NewSquare Capital
Pennsylvania
$601K +$362K +2,550 +151%
BTNA
1360
Bremer Trust National Association
Minnesota
$599K -$28.2K -199 -5%
CWM
1361
Confluence Wealth Management
Oregon
$598K +$99.3K +700 +20%
FPFS
1362
First Personal Financial Services
North Carolina
$596K -$153K -1,075 -20%
HPWM
1363
Highland Private Wealth Management
Washington
$594K +$594K +4,194 New
HL
1364
HeadInvest LLC
Maine
$593K +$28.4K +200 +5%
SIG
1365
Stanford Investment Group
California
$587K +$46.5K +328 +9%
WB
1366
Webster Bank
Connecticut
$582K -$9.51K -67 -2%
AFP
1367
Ausdal Financial Partners
Iowa
$582K -$1.42K -10 -0.2%
CFA
1368
Capstone Financial Advisors
Illinois
$582K – – –
MFW
1369
Meristem Family Wealth
Minnesota
$582K – – –
BST
1370
Bath Savings Trust
Maine
$581K +$2.84K +20 +0.5%
BWA
1371
Burt Wealth Advisors
Maryland
$580K – – –
AP
1372
Atwood & Palmer
Missouri
$579K +$21.6K +152 +4%
DJSG
1373
D.J. St. Germain
Massachusetts
$578K +$14.2K +100 +3%
IOOF
1374
Independent Order of Foresters
Ontario, Canada
$575K – – –
PIM
1375
Penobscot Investment Management
Massachusetts
$573K -$99.4K -700 -15%
53 54
55
56 57