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 %
SWA
1426
Sutton Wealth Advisors
Florida
$528K +$4.92K +34 +0.9%
CWM
1427
Confluence Wealth Management
Oregon
$528K -$81.9K -566 -13%
DMC
1428
Drexel Morgan & Co
Pennsylvania
$528K – – –
SSA
1429
South Street Advisors
New York
$524K -$32.6K -225 -6%
BL
1430
Balentine LLC
Georgia
$524K +$93.4K +645 +22%
SNT
1431
Security National Trust
West Virginia
$521K +$21.7K +150 +4%
HFA
1432
High Falls Advisors
New York
$520K -$317K -2,399 -38%
TF
1433
Tompkins Financial
New York
$518K -$36.3K -251 -7%
EDRIA
1434
Edmonds Duncan Registered Investment Advisors
Kansas
$518K – – –
BRF
1435
B. Riley Financial
California
$517K -$35.3K -244 -6%
WSCM
1436
Wellington Shields Capital Management
New York
$512K +$13.9K +96 +3%
NFG
1437
Nadler Financial Group
Illinois
$511K -$21K -145 -4%
MWM
1438
Modera Wealth Management
New Jersey
$510K +$5.07K +35 +1%
PP
1439
Patten & Patten
Tennessee
$504K +$40.4K +279 +9%
WA
1440
WealthTrust-Arizona
Arizona
$504K +$185K +1,280 +58%
SG
1441
Strid Group
Pennsylvania
$499K +$23.2K +160 +5%
CGL
1442
Clarius Group LLC
Washington
$498K -$6.66K -46 -1%
IFB
1443
iAB Financial Bank
Indiana
$496K – – –
BIG
1444
Bellwether Investment Group
Tennessee
$495K +$495K +3,418 New
SCM
1445
SKBA Capital Management
California
$494K – – –
SSIA
1446
Spero-Smith Investment Advisers
Ohio
$494K – – –
SIM
1447
Sadoff Investment Management
Wisconsin
$493K – – –
TCM
1448
Tradewinds Capital Management
Washington
$492K -$10.6K -73 -2%
KP
1449
Keel Point
Alabama
$491K +$14.5K +100 +3%
LBC
1450
Lowe Brockenbrough & Co
Virginia
$488K +$2.9K +20 +0.6%
56 57
58
59 60