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 %
WA
1376
WBH Advisory
Maryland
$608K -$7.24K -50 -1%
NC
1377
NewSquare Capital
Pennsylvania
$608K -$5.5K -38 -0.9%
SHJ
1378
Sharkey, Howes & Javer
Colorado
$605K -$14.5K -100 -2%
HL
1379
HeadInvest LLC
Maine
$605K – – –
CFA
1380
Capstone Financial Advisors
Illinois
$602K +$7.96K +55 +1%
PPCM
1381
Pillar Pacific Capital Management
California
$598K -$15.8K -109 -3%
IWA
1382
Intercontinental Wealth Advisors
Texas
$597K +$140K +968 +31%
VSWA
1383
Vontobel Swiss Wealth Advisors
Switzerland
$594K -$2.61K -20 -0.4%
BST
1384
Bath Savings Trust
Maine
$593K – – –
CF
1385
CenterStar Fund
Illinois
$593K -$1.44M – –
SMC
1386
Smith, Moore & Co
Missouri
$592K -$282K -1,950 -32%
WB
1387
Webster Bank
Connecticut
$592K -$1.45K -10 -0.2%
BWA
1388
Burt Wealth Advisors
Maryland
$592K – – –
CIP
1389
Convergence Investment Partners
Florida
$590K -$24.3K -168 -4%
AP
1390
Atwood & Palmer
Missouri
$590K – – –
IOOF
1391
Independent Order of Foresters
Ontario, Canada
$587K – – –
AWM
1392
AllSquare Wealth Management
New York
$586K -$57.9K -400 -9%
PIM
1393
Penobscot Investment Management
Massachusetts
$585K – – –
IAM
1394
Iridian Asset Management
Connecticut
$579K – – –
CC
1395
Capital Counsel
New York
$577K -$246K -1,700 -30%
MCM
1396
MV Capital Management
Maryland
$575K – – –
State Farm Mutual Automobile Insurance
1397
State Farm Mutual Automobile Insurance
Illinois
$574K – – –
YCM
1398
Yorkville Capital Management
New York
$572K – – –
ACM
1399
Armbruster Capital Management
New York
$571K – – –
AFP
1400
Ausdal Financial Partners
Iowa
$568K -$25.5K -176 -4%
54 55
56
57 58