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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
CSM
1476
Central Square Management
Illinois
$406K -$958K -7,227 -72%
DRD
1477
Dennis R. Delaney
$406K
RP
1478
Riverbridge Partners
Minnesota
$404K -$13.3K -100 -3%
SVCP
1479
Silicon Valley Capital Partners
California
$402K +$376K +2,835 New
PWAG
1480
Polaris Wealth Advisory Group
California
$399K -$13.3K -100 -3%
RA
1481
RFG Advisory
Alabama
$399K +$373K +2,811 New
GHA
1482
GW Henssler & Associates
Georgia
$398K +$36.1K +272 +11%
CISOA
1483
Capital Investment Services of America
Wisconsin
$397K
CIP
1484
Champlain Investment Partners
Vermont
$397K
VA
1485
Valmark Advisers
Ohio
$394K +$25.1K +189 +7%
CP
1486
Cumberland Partners
Ontario, Canada
$387K
TSS
1487
Two Sigma Securities
New York
$385K +$360K +2,712 New
CBN
1488
Cadence Bank NA
Texas
$384K -$398 -3 -0.1%
MSR
1489
Main Street Research
Connecticut
$383K -$204K -1,539 -36%
SGA
1490
Strategic Global Advisors
California
$383K
TC
1491
Trust Company
Kansas
$381K +$17.9K +135 +5%
KF
1492
Krilogy Financial
Missouri
$380K
FC
1493
Financial Consulate
Maryland
$380K +$1.33K +10 +0.4%
VWM
1494
Valley Wealth Managers
New Jersey
$379K -$3.98K -30 -1%
CA
1495
Cortland Associates
Missouri
$377K
WMC
1496
Westwood Management Corporation
Illinois
$376K
NCM
1497
Noesis Capital Mangement
Florida
$376K +$19.9K +150 +6%
HFBOT
1498
Home Federal Bank of Tennessee
Tennessee
$373K -$35.5K -268 -9%
FM
1499
Foster & Motley
Ohio
$373K -$13.8K -104 -4%
FNB
1500
Farmers National Bank
Kentucky
$371K +$10.5K +79 +3%

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.