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 %
CMP
1401
Courage Miller Partners
Virginia
$524K +$4.97K +35 +1%
DT
1402
Diversified Trust
Tennessee
$522K -$63.2K -445 -11%
NFG
1403
Nadler Financial Group
Illinois
$521K -$290K -2,043 -36%
PAS
1404
Partnervest Advisory Services
California
$521K +$98.4K +694 +23%
TCOT
1405
Trust Company of Toledo
Ohio
$520K – – –
RT
1406
Rockland Trust
Massachusetts
$519K -$59.4K -419 -10%
DMC
1407
Drexel Morgan & Co
Pennsylvania
$518K +$14.2K +100 +3%
B
1408
Bailard
California
$517K +$517K +3,645 New
TA
1409
Tiedemann Advisors
New York
$513K -$39K -275 -7%
SWA
1410
Sutton Wealth Advisors
Florida
$513K +$513K +3,613 New
MPIA
1411
Mountain Pacific Investment Advisers
Idaho
$507K -$56.7K -400 -10%
FAB
1412
First American Bank
Illinois
$507K +$507K +3,575 New
WP
1413
WealthSource Partners
California
$501K +$501K +3,529 New
EB
1414
Eastern Bank
Massachusetts
$498K +$156K +1,100 +46%
EDRIA
1415
Edmonds Duncan Registered Investment Advisors
Kansas
$495K – – –
MWM
1416
Modera Wealth Management
New Jersey
$495K +$142K +1,000 +40%
TCM
1417
Tradewinds Capital Management
Washington
$493K -$41.7K -294 -8%
CGL
1418
Clarius Group LLC
Washington
$493K +$21.2K +150 +4%
SNT
1419
Security National Trust
West Virginia
$489K -$21.8K -154 -4%
WSCM
1420
Wellington Shields Capital Management
New York
$488K -$959K -6,764 -66%
IFB
1421
iAB Financial Bank
Indiana
$486K +$73.3K +517 +18%
MMPW
1422
Mitchell McLeod Pugh & Williams
Alabama
$485K – – –
SCM
1423
SKBA Capital Management
California
$484K -$142K -1,000 -23%
SSIA
1424
Spero-Smith Investment Advisers
Ohio
$484K +$24.7K +174 +5%
SIM
1425
Sadoff Investment Management
Wisconsin
$483K -$18.9K -133 -4%
55 56
57
58 59