BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,793 hedge funds and large institutions have $124B invested in Berkshire Hathaway Class B in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 703 increasing their positions, 720 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
+7
Holders Change %
+0.39%
% of All Funds
47.92%
Holding in Top 10
316
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-5.39%
% of All Funds
8.44%
New
74
Increased
703
Reduced
720
Closed
50
Calls
$1.23B
Puts
$1.2B
Net Calls
+$25.7M
Net Calls Change
+$57.6M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.44B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$329M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$315M
5
State Street
State Street
Massachusetts
+$275M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$380M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$107M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$93M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$91.3M
5
SH
Svenska Handelsbanken
Sweden
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1401
Capstone Financial Advisors
Illinois
$601K – – –
GWM
1402
Greenwich Wealth Management
Connecticut
$598K -$85.1K -589 -12%
SGK
1403
Steigerwald Gordon & Koch
Virginia
$598K +$32.5K +225 +6%
BWA
1404
Burt Wealth Advisors
Maryland
$590K – – –
BWM
1405
Braver Wealth Management
Massachusetts
$589K +$217K +1,500 +58%
AWM
1406
AllSquare Wealth Management
New York
$585K – – –
IOOF
1407
Independent Order of Foresters
Ontario, Canada
$585K – – –
PIM
1408
Penobscot Investment Management
Massachusetts
$585K +$2.17K +15 +0.4%
JCM
1409
Janney Capital Management
Pennsylvania
$585K +$38.5K +267 +7%
SMC
1410
Smith, Moore & Co
Missouri
$580K -$10.8K -75 -2%
CIP
1411
Convergence Investment Partners
Florida
$580K -$8.66K -60 -1%
IAM
1412
Iridian Asset Management
Connecticut
$578K – – –
SCA
1413
Snowden Capital Advisors
New York
$576K +$576K +3,988 New
PPCM
1414
Pillar Pacific Capital Management
California
$576K -$20.2K -140 -3%
MCM
1415
MV Capital Management
Maryland
$574K – – –
State Farm Mutual Automobile Insurance
1416
State Farm Mutual Automobile Insurance
Illinois
$573K – – –
ACM
1417
Armbruster Capital Management
New York
$570K – – –
IFB
1418
iAB Financial Bank
Indiana
$570K +$75.1K +520 +15%
SHJ
1419
Sharkey, Howes & Javer
Colorado
$568K -$36.1K -250 -6%
LA
1420
Lynch & Associates
Indiana
$567K – – –
SIA
1421
SeaBridge Investment Advisors
New Jersey
$566K – – –
FNFDCM
1422
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$565K – – –
SM
1423
Sciencast Management
New Jersey
$563K +$563K +3,900 New
CWM
1424
Cornerstone Wealth Management
Missouri
$563K +$563K +3,931 New
AFP
1425
Ausdal Financial Partners
Iowa
$562K -$4.62K -32 -0.8%
55 56
57
58 59