BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,786 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, 727 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,786
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.73%
Holding in Top 10
334
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.19%
% of All Funds
8.93%
New
91
Increased
727
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$389M
2
OAG
Orbis Allan Gray
Bermuda
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$338M
4
SOMRS
State of Michigan Retirement System
Michigan
+$173M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$150M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$5.72B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$724M
3
State Street
State Street
Massachusetts
-$392M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$334M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
1501
Cumberland Partners
Ontario, Canada
$402K +$7.23K +50 +2%
CHA
1502
Cedar Hill Associates
Illinois
$400K -$29K -200 -7%
CBN
1503
Cadence Bank NA
Texas
$400K +$6.96K +48 +2%
PRS
1504
Pinkerton Retirement Specialists
Idaho
$399K +$323K +2,230 +423%
AT
1505
Argent Trust
Texas
$398K -$18.5K -128 -4%
OAJ
1506
Ogorek Anthony Joseph
New York
$391K -$92.5K -640 -19%
SGA
1507
Strategic Global Advisors
California
$390K – – –
CWM
1508
CIBC World Markets
New York
$390K +$390K +2,692 New
VA
1509
Valmark Advisers
Ohio
$389K -$13K -90 -3%
FC
1510
Financial Consulate
Maryland
$389K +$725 +5 +0.2%
NYLT
1511
New York Life Trust
New York
$388K +$78.4K +541 +25%
SVCP
1512
Silicon Valley Capital Partners
California
$386K -$24.5K -169 -6%
Aristotle Capital Management
1513
Aristotle Capital Management
California
$384K -$290K -2,000 -43%
WMC
1514
Westwood Management Corporation
Illinois
$384K – – –
CA
1515
Cortland Associates
Missouri
$384K – – –
HFBOT
1516
Home Federal Bank of Tennessee
Tennessee
$384K +$3.62K +25 +1%
TC
1517
Trust Company
Kansas
$382K -$7.25K -50 -2%
FM
1518
Foster & Motley
Ohio
$380K – – –
TA
1519
Tiedemann Advisors
New York
$379K -$145K -1,000 -28%
LRIC
1520
Long Road Investment Counsel
Michigan
$376K – – –
BWM
1521
Braver Wealth Management
Massachusetts
$373K -$86.8K -600 -19%
FNB
1522
Farmers National Bank
Kentucky
$372K -$6.51K -45 -2%
RWA
1523
River Wealth Advisors
Pennsylvania
$370K -$4.35K -30 -1%
NCM
1524
Noesis Capital Mangement
Florida
$369K -$14.5K -100 -4%
CIS
1525
Connors Investor Services
Pennsylvania
$369K – – –
59 60
61
62 63