BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 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, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
1351
Wedgewood Investors
Pennsylvania
$685K +$5.21K +36 +0.8%
VWM
1352
Vector Wealth Management
Minnesota
$683K -$113K -781 -14%
MCM
1353
Monarch Capital Management
Indiana
$681K – – –
SIM
1354
SSI Investment Management
California
$679K +$9.57K +66 +1%
LOAMS
1355
Lombard Odier Asset Management (Switzerland)
Switzerland
$675K -$157K -1,081 -19%
SCG
1356
Sonata Capital Group
Washington
$675K – – –
BFEC
1357
Benjamin F. Edwards & Company
Missouri
$670K +$86.1K +595 +15%
ACP
1358
Arcus Capital Partners
Georgia
$669K +$52.1K +360 +8%
STMM
1359
South Texas Money Management
Texas
$664K -$40.7K -281 -6%
CP
1360
Camelot Portfolios
Ohio
$662K +$18.8K +130 +3%
PV
1361
Private Vista
Illinois
$658K -$14.4K -100 -2%
GT
1362
Greenleaf Trust
Michigan
$654K -$180K -1,245 -22%
ACI
1363
Advance Capital I
Michigan
$652K +$174K +1,200 +36%
BC
1364
Banced Corp
Illinois
$651K -$133K -1,024 -17%
DJSG
1365
D.J. St. Germain
Massachusetts
$650K +$59.7K +412 +10%
KA
1366
Kovack Advisors
Florida
$644K +$72.8K +503 +13%
NI
1367
NFC Investments
Tennessee
$636K – – –
BT
1368
Brandywine Trust
Delaware
$634K – – –
ABTD
1369
Arvest Bank Trust Division
Oklahoma
$627K +$43.4K +300 +7%
BT
1370
Beacon Trust
New Jersey
$626K -$111K -768 -15%
BIA
1371
Biondo Investment Advisors
Pennsylvania
$623K – – –
ABP
1372
Arthur B. Page
$621K – – –
Kayne Anderson Rudnick Investment Management
1373
Kayne Anderson Rudnick Investment Management
California
$615K – – –
BTNA
1374
Bremer Trust National Association
Minnesota
$611K – – –
SIG
1375
Stanford Investment Group
California
$610K +$10.1K +70 +2%
53 54
55
56 57