We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,788 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, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1426
Partnervest Advisory Services
California
$533K +$1.29K +9 +0.2%
TCOT
1427
Trust Company of Toledo
Ohio
$531K
SWA
1428
Sutton Wealth Advisors
Florida
$528K +$4.86K +34 +0.9%
CWM
1429
Confluence Wealth Management
Oregon
$528K -$80.9K -566 -13%
DMC
1430
Drexel Morgan & Co
Pennsylvania
$528K
SSA
1431
South Street Advisors
New York
$524K -$32.2K -225 -6%
BL
1432
Balentine LLC
Georgia
$524K +$92.2K +645 +22%
SNT
1433
Security National Trust
West Virginia
$521K +$21.4K +150 +4%
HFA
1434
High Falls Advisors
New York
$520K -$343K -2,399 -38%
TF
1435
Tompkins Financial
New York
$518K -$35.9K -251 -7%
EDRIA
1436
Edmonds Duncan Registered Investment Advisors
Kansas
$518K
BRF
1437
B. Riley Financial
California
$517K -$34.9K -244 -6%
WSCM
1438
Wellington Shields Capital Management
New York
$512K +$13.7K +96 +3%
NFG
1439
Nadler Financial Group
Illinois
$511K -$20.7K -145 -4%
MWM
1440
Modera Wealth Management
New Jersey
$510K +$5K +35 +1%
PP
1441
Patten & Patten
Tennessee
$504K +$39.9K +279 +9%
WA
1442
WealthTrust-Arizona
Arizona
$504K +$183K +1,280 +58%
SG
1443
Strid Group
Pennsylvania
$499K +$22.9K +160 +5%
CGL
1444
Clarius Group LLC
Washington
$498K -$6.58K -46 -1%
IFB
1445
iAB Financial Bank
Indiana
$496K
BIG
1446
Bellwether Investment Group
Tennessee
$495K +$489K +3,418 New
SCM
1447
SKBA Capital Management
California
$494K
SSIA
1448
Spero-Smith Investment Advisers
Ohio
$494K
SIM
1449
Sadoff Investment Management
Wisconsin
$493K
TCM
1450
Tradewinds Capital Management
Washington
$492K -$10.4K -73 -2%

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.