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
KP
1451
Keel Point
Alabama
$491K +$14.3K +100 +3%
LBC
1452
Lowe Brockenbrough & Co
Virginia
$488K +$2.86K +20 +0.6%
MIM
1453
Marco Investment Management
Georgia
$487K
HPWM
1454
Highland Private Wealth Management
Washington
$486K -$121K -843 -20%
EB
1455
Eastern Bank
Massachusetts
$479K -$28.6K -200 -6%
JAFL
1456
Jay A. Fishman Ltd
Michigan
$479K
DBG
1457
De Burlo Group
Massachusetts
$474K
FC
1458
Forte Capital
New York
$474K +$10K +70 +2%
GIP
1459
Greatmark Investment Partners
Georgia
$473K
BHB
1460
Bank Hapoalim BM
Israel
$470K +$464K +3,246 New
PWAG
1461
Polaris Wealth Advisory Group
California
$469K +$61.2K +428 +15%
CMP
1462
Courage Miller Partners
Virginia
$467K -$66.5K -465 -13%
BHBT
1463
Burke & Herbert Bank & Trust
Virginia
$467K +$96.5K +675 +26%
WP
1464
WealthSource Partners
California
$464K -$46.2K -323 -9%
HDIM
1465
Hanson & Doremus Investment Management
Vermont
$462K
ACP
1466
Ashfield Capital Partners
California
$461K
IWA
1467
Inspirion Wealth Advisors
Illinois
$461K
CCM
1468
Carlson Capital Management
Minnesota
$460K +$18.7K +131 +4%
OLA
1469
Oliver Luxxe Assets
New Jersey
$454K +$448K +3,136 New
GAM
1470
Gemmer Asset Management
California
$452K +$2.86K +20 +0.6%
MA
1471
Marshwinds Advisory
Georgia
$449K
NSAM
1472
North Star Asset Management
Wisconsin
$449K +$3.57K +25 +0.8%
TAM
1473
Trillium Asset Management
Massachusetts
$447K -$20.4K -143 -4%
CCP
1474
Clarkston Capital Partners
Michigan
$445K +$71.5K +500 +19%
SAMC
1475
Shinko Asset Management Company
Japan
$441K -$8.01K -56 -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.