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

Berkshire Hathaway Class B

1,771 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, 778 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 77

24% more repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 627

19% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1B

15% more funds holding in top 10

Funds holding in top 10: 302346 (+44)

2.51% more ownership

Funds ownership: 66.9%69.41% (+2.5%)

1% more funds holding

Funds holding: 1,7491,771 (+22)

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.27B)

Holders
1,771
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.19%
Holding in Top 10
346
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.57%
% of All Funds
9.22%
New
116
Increased
778
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1451
Clark Capital Management Group
Pennsylvania
$452K -$24K -181 -5%
BWM
1452
Braver Wealth Management
Massachusetts
$451K +$421K +3,179 New
IWA
1453
Intercontinental Wealth Advisors
Texas
$447K
PIM
1454
Provident Investment Management
Michigan
$442K
SAMC
1455
Shinko Asset Management Company
Japan
$440K -$27.6K -208 -6%
GAM
1456
Gemmer Asset Management
California
$440K -$3.98K -30 -1%
MA
1457
Marshwinds Advisory
Georgia
$440K
NSAM
1458
North Star Asset Management
Wisconsin
$436K +$19.2K +145 +5%
CCM
1459
Carlson Capital Management
Minnesota
$432K -$7.03K -53 -2%
KA
1460
Klingman & Associates
New York
$430K -$280K -2,111 -41%
SAM
1461
Sequent Asset Management
Texas
$429K
CAS
1462
Cue Advisory Services
Arizona
$428K -$23.9K -180 -6%
GBT
1463
Grove Bank & Trust
Florida
$427K +$368K +2,778 +1,192%
GP
1464
GLG Partners
United Kingdom
$426K +$398K +3,000 New
VST
1465
Van Strum & Towne
California
$425K
BL
1466
Balentine LLC
Georgia
$422K
VCM
1467
Versant Capital Management
Arizona
$421K +$13.8K +104 +4%
CHA
1468
Cedar Hill Associates
Illinois
$420K -$13.3K -100 -3%
ACM
1469
Argent Capital Management
Missouri
$420K
CTA
1470
Colonial Trust Advisors
South Carolina
$418K
MC
1471
Middleton & Co
Massachusetts
$418K
TNAM
1472
Terra Nova Asset Management
New York
$415K -$3.31K -25 -0.8%
LP
1473
LGL Partners
Pennsylvania
$415K +$26.5K +200 +7%
LCM
1474
Leisure Capital Management
California
$412K +$133K +1,000 +52%
AT
1475
Argent Trust
Texas
$409K +$103K +775 +37%

BRK.B Hedge Fund Activity: Q1 2016 in Review

1,771 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2016, worth a combined $116B — down 1.1% from $117B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new BRK.B positions and 77 closed out — a net gain of 39 holders — while 778 added to existing stakes and 627 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $5.23B. The largest seller was Gates Foundation Trust, cutting an estimated $663M.

  • 1,771 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2016, up from 1,749 in Q4 2015.
  • Funds reported $116B of Berkshire Hathaway Class B stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 116 funds opened new Berkshire Hathaway Class B positions in Q1 2016 and 77 closed out, a net change of +39 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2016 was Royal London Asset Management, an estimated $5.23B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2016 was Gates Foundation Trust, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2016.