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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
LRIC
1501
Long Road Investment Counsel
Michigan
$369K
FNBOH
1502
First National Bank of Hutchinson
Kansas
$366K
RWA
1503
River Wealth Advisors
Pennsylvania
$366K +$52.2K +394 +18%
CCP
1504
Clarkston Capital Partners
Michigan
$365K -$55.3K -417 -14%
HHGA
1505
Halbert Hargrove Global Advisors
California
$365K -$67.4K -508 -16%
PVH
1506
Psagot Value Holdings
Israel
$364K -$2.39K -18 -0.7%
KA
1507
KLCM Advisors
Wisconsin
$364K
CIS
1508
Connors Investor Services
Pennsylvania
$362K -$6.63K -50 -2%
BHBT
1509
Burke & Herbert Bank & Trust
Virginia
$362K +$39.8K +300 +13%
MC
1510
Matisse Capital
Oregon
$360K +$5.97K +45 +2%
BWM
1511
Baystate Wealth Management
Massachusetts
$359K +$13.3K +100 +4%
RCM
1512
RNC Capital Management
California
$359K +$96.4K +727 +40%
BWP
1513
BSW Wealth Partners
Colorado
$356K +$3.98K +30 +1%
LWM
1514
LBA Wealth Management
Florida
$355K -$265K -2,000 -44%
GC
1515
Gibson Capital
Pennsylvania
$355K
RCM
1516
Reynolds Capital Management
Nevada
$355K +$331K +2,500 New
VFP
1517
Verus Financial Partners
Virginia
$352K
CPO
1518
Cerity Partners OCIO
New York
$352K +$329K +2,478 New
SCA
1519
Stonebridge Capital Advisors
Minnesota
$348K
TWM
1520
Torch Wealth Management
Ohio
$348K
DLHL
1521
Donald L. Hagan LLC
Florida
$344K -$1.99K -15 -0.6%
DP
1522
Dearborn Partners
Illinois
$342K -$5.3K -40 -2%
OA
1523
Oxbow Advisors
Texas
$342K
PPSG
1524
Princeton Portfolio Strategies Group
New Jersey
$340K -$46.5K -351 -13%
PAM
1525
Palisade Asset Management
Minnesota
$339K -$66.3K -500 -17%

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.