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
FCM
1501
Fairbanks Capital Management
California
$405K +$400K +2,800 New
GHA
1502
GW Henssler & Associates
Georgia
$403K -$3.72K -26 -0.9%
CP
1503
Cumberland Partners
Ontario, Canada
$402K +$7.15K +50 +2%
CHA
1504
Cedar Hill Associates
Illinois
$400K -$28.6K -200 -7%
CBN
1505
Cadence Bank NA
Texas
$400K +$6.86K +48 +2%
PRS
1506
Pinkerton Retirement Specialists
Idaho
$399K +$319K +2,230 +423%
AT
1507
Argent Trust
Texas
$398K -$18.3K -128 -4%
OAJ
1508
Ogorek Anthony Joseph
New York
$391K -$91.5K -640 -19%
SGA
1509
Strategic Global Advisors
California
$390K
CWM
1510
CIBC World Markets
New York
$390K +$385K +2,692 New
VA
1511
Valmark Advisers
Ohio
$389K -$12.9K -90 -3%
FC
1512
Financial Consulate
Maryland
$389K +$715 +5 +0.2%
NYLT
1513
New York Life Trust
New York
$388K +$77.3K +541 +25%
SVCP
1514
Silicon Valley Capital Partners
California
$386K -$24.2K -169 -6%
Aristotle Capital Management
1515
Aristotle Capital Management
California
$384K -$286K -2,000 -43%
CA
1516
Cortland Associates
Missouri
$384K
WMC
1517
Westwood Management Corporation
Illinois
$384K
HFBOT
1518
Home Federal Bank of Tennessee
Tennessee
$384K +$3.57K +25 +1%
TC
1519
Trust Company
Kansas
$382K -$7.15K -50 -2%
FM
1520
Foster & Motley
Ohio
$380K
TA
1521
Tiedemann Advisors
New York
$379K -$143K -1,000 -28%
LRIC
1522
Long Road Investment Counsel
Michigan
$376K
BWM
1523
Braver Wealth Management
Massachusetts
$373K -$85.8K -600 -19%
FNB
1524
Farmers National Bank
Kentucky
$372K -$6.43K -45 -2%
RWA
1525
River Wealth Advisors
Pennsylvania
$370K -$4.29K -30 -1%

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.