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 %
TCOT
1501
Trust Company of Toledo
Ohio
$598K – – –
CFA
1502
Capstone Financial Advisors
Illinois
$596K -$81.5K -500 -12%
DMC
1503
Drexel Morgan & Co
Pennsylvania
$594K – – –
CNB
1504
Camden National Bank
Maine
$594K +$594K +3,648 New
BHBT
1505
Burke & Herbert Bank & Trust
Virginia
$590K -$4.73K -29 -0.8%
SQA
1506
Simon Quick Advisors
New Jersey
$588K +$588K +3,610 New
WA
1507
WealthTrust-Arizona
Arizona
$586K +$34.5K +212 +6%
RT
1508
Rockland Trust
Massachusetts
$581K -$50.5K -310 -8%
CAW
1509
Cornerstone Advisors (Washington)
Washington
$581K +$151K +925 +35%
BIG
1510
Bellwether Investment Group
Tennessee
$581K +$581K +3,564 New
PWAG
1511
Polaris Wealth Advisory Group
California
$577K +$40.8K +250 +8%
PAS
1512
Partnervest Advisory Services
California
$576K +$31.1K +191 +6%
BL
1513
Balentine LLC
Georgia
$574K -$20.1K -123 -3%
RHAM
1514
Round Hill Asset Management
California
$571K +$571K +3,500 New
EDRIA
1515
Edmonds Duncan Registered Investment Advisors
Kansas
$568K – – –
MWM
1516
Modera Wealth Management
New Jersey
$568K – – –
SSA
1517
South Street Advisors
New York
$567K – – –
CIP
1518
Convergence Investment Partners
Florida
$565K -$89.3K -548 -14%
FNFDCM
1519
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$565K – – –
ODG
1520
O'Dell Group
Ohio
$565K +$565K +3,466 New
SPIA
1521
Steward Partners Investment Advisory
New York
$564K +$564K +3,462 New
TCM
1522
Tradition Capital Management
New Jersey
$563K -$19.6K -120 -3%
SNT
1523
Security National Trust
West Virginia
$561K -$26.3K -161 -4%
SG
1524
Strid Group
Pennsylvania
$561K – – –
LBC
1525
Lowe Brockenbrough & Co
Virginia
$560K -$13.4K -82 -2%
59 60
61
62 63