BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,897 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 663 increasing their positions, 749 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+104
Holders Change %
+5.8%
% of All Funds
47.5%
Holding in Top 10
381
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.57%
% of All Funds
9.54%
New
202
Increased
663
Reduced
749
Closed
61
Calls
$1.48B
Puts
$1.46B
Net Calls
+$26.1M
Net Calls Change
+$394K

Top Buyers

1
State Street
State Street
Massachusetts
+$1.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$480M
3
Morgan Stanley
Morgan Stanley
New York
+$424M
4
BFA
BlackRock Fund Advisors
California
+$336M
5
Asset Management One
Asset Management One
Japan
+$294M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$815M
2
Deutsche Bank
Deutsche Bank
Germany
-$540M
3
MTB
Mizuho Trust & Banking
Japan
-$271M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$142M
5
WP
Wedgewood Partners
Missouri
-$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1476
State Farm Mutual Automobile Insurance
Illinois
$646K – – –
FM
1477
Foster & Motley
Ohio
$643K +$264K +1,619 +70%
SGK
1478
Steigerwald Gordon & Koch
Virginia
$642K -$32.6K -200 -5%
IFB
1479
iAB Financial Bank
Indiana
$642K -$814 -5 -0.1%
HPWM
1480
Highland Private Wealth Management
Washington
$641K +$94.6K +580 +17%
SHJ
1481
Sharkey, Howes & Javer
Colorado
$640K – – –
MCM
1482
MV Capital Management
Maryland
$639K -$7.82K -48 -1%
BWP
1483
BSW Wealth Partners
Colorado
$633K +$531K +3,259 +522%
NA
1484
NewEdge Advisors
Louisiana
$629K +$188K +1,159 +43%
TCM
1485
Tradewinds Capital Management
Washington
$627K +$3.26K +20 +0.5%
LA
1486
Lynch & Associates
Indiana
$620K -$19.6K -120 -3%
KP
1487
Keel Point
Alabama
$620K +$48.9K +300 +9%
FA
1488
Fagan Associates
New York
$619K +$619K +3,800 New
ABP
1489
Arthur B. Page
$618K – – –
IWA
1490
Intercontinental Wealth Advisors
Texas
$613K – – –
PS
1491
Portfolio Solutions
Michigan
$613K +$6.51K +40 +1%
SWA
1492
Sutton Wealth Advisors
Florida
$611K +$8.15K +50 +1%
GRP
1493
Global Retirement Partners
California
$610K +$610K +3,743 New
MFIMFI
1494
Mesirow Financial Investment Management - Fixed Income
Illinois
$609K – – –
LCM
1495
LVM Capital Management
Michigan
$608K -$73.4K -450 -11%
CWM
1496
Confluence Wealth Management
Oregon
$607K +$12.2K +75 +2%
HFA
1497
High Falls Advisors
New York
$605K -$18.7K -115 -3%
WPC
1498
White Pine Capital
Minnesota
$603K – – –
NFG
1499
Nadler Financial Group
Illinois
$600K +$16.3K +100 +3%
RSA
1500
Robertson Stephens Advisors
California
$600K +$600K +3,681 New
58 59
60
61 62