BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 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, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
1476
Riverbridge Partners
Minnesota
$404K -$14.2K -100 -3%
SVCP
1477
Silicon Valley Capital Partners
California
$402K +$402K +2,835 New
PWAG
1478
Polaris Wealth Advisory Group
California
$399K -$14.2K -100 -3%
RA
1479
RFG Advisory
Alabama
$399K +$399K +2,811 New
GHA
1480
GW Henssler & Associates
Georgia
$398K +$38.6K +272 +11%
CISOA
1481
Capital Investment Services of America
Wisconsin
$397K – – –
CIP
1482
Champlain Investment Partners
Vermont
$397K – – –
VA
1483
Valmark Advisers
Ohio
$394K +$26.8K +189 +7%
CP
1484
Cumberland Partners
Ontario, Canada
$387K – – –
TSS
1485
Two Sigma Securities
New York
$385K +$385K +2,712 New
CBN
1486
Cadence Bank NA
Texas
$384K -$425 -3 -0.1%
MSR
1487
Main Street Research
Connecticut
$383K -$218K -1,539 -36%
SGA
1488
Strategic Global Advisors
California
$383K – – –
TC
1489
Trust Company
Kansas
$381K +$19.2K +135 +5%
KF
1490
Krilogy Financial
Missouri
$380K – – –
FC
1491
Financial Consulate
Maryland
$380K +$1.42K +10 +0.4%
VWM
1492
Valley Wealth Managers
New Jersey
$379K -$4.26K -30 -1%
CA
1493
Cortland Associates
Missouri
$377K – – –
WMC
1494
Westwood Management Corporation
Illinois
$376K – – –
NCM
1495
Noesis Capital Mangement
Florida
$376K +$21.3K +150 +6%
HFBOT
1496
Home Federal Bank of Tennessee
Tennessee
$373K -$38K -268 -9%
FM
1497
Foster & Motley
Ohio
$373K -$14.8K -104 -4%
FNB
1498
Farmers National Bank
Kentucky
$371K +$11.2K +79 +3%
LRIC
1499
Long Road Investment Counsel
Michigan
$369K – – –
FNBOH
1500
First National Bank of Hutchinson
Kansas
$366K – – –
58 59
60
61 62