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 %
ABTD
1376
Arvest Bank Trust Division
Oklahoma
$572K -$28.4K -200 -5%
BFEC
1377
Benjamin F. Edwards & Company
Missouri
$572K +$168K +1,185 +42%
IAM
1378
Iridian Asset Management
Connecticut
$568K – – –
MCM
1379
MV Capital Management
Maryland
$563K – – –
State Farm Mutual Automobile Insurance
1380
State Farm Mutual Automobile Insurance
Illinois
$561K – – –
YCM
1381
Yorkville Capital Management
New York
$560K +$19.9K +140 +4%
KA
1382
Kovack Advisors
Florida
$560K +$39.9K +281 +8%
ACM
1383
Armbruster Capital Management
New York
$559K +$342K +2,409 +157%
LA
1384
Lynch & Associates
Indiana
$556K – – –
SGK
1385
Steigerwald Gordon & Koch
Virginia
$555K -$7.09K -50 -1%
FNFDCM
1386
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$555K – – –
SIA
1387
SeaBridge Investment Advisors
New Jersey
$553K -$16.3K -115 -3%
CAM
1388
Congress Asset Management
Massachusetts
$552K +$73K +515 +15%
BIM
1389
Barton Investment Management
Pennsylvania
$547K – – –
SSA
1390
South Street Advisors
New York
$545K +$279K +1,970 +105%
TF
1391
Tompkins Financial
New York
$543K +$7.8K +55 +1%
GCMG
1392
Gyroscope Capital Management Group
Florida
$542K – – –
BRF
1393
B. Riley Financial
California
$541K – – –
LCM
1394
LVM Capital Management
Michigan
$540K – – –
JCM
1395
Janney Capital Management
Pennsylvania
$537K – – –
NGA
1396
Naples Global Advisors
Florida
$536K +$92.3K +651 +21%
MCM
1397
Maple Capital Management
Vermont
$529K -$14.2K -100 -3%
AUB
1398
Atlantic Union Bankshares
Virginia
$526K -$13.5K -95 -3%
PCMM
1399
Private Capital Management (Minnesota)
Minnesota
$525K – – –
WPC
1400
White Pine Capital
Minnesota
$525K – – –
54 55
56
57 58