BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,769 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, 776 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,769
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.21%
Holding in Top 10
345
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.62%
% of All Funds
9.21%
New
116
Increased
776
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$554M
2
Bank of America
Bank of America
North Carolina
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
SSM
Sound Shore Management
Connecticut
+$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$709M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$503M
3
Credit Agricole
Credit Agricole
France
-$344M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$262M
5
State Street
State Street
Massachusetts
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
1526
Hills Bank & Trust
Iowa
$337K +$337K +2,376 New
TP
1527
Truvvo Partners
New York
$336K -$1.64M -11,600 -83%
BMC
1528
Benin Management Corp
Connecticut
$336K -$1.42K -10 -0.4%
CAW
1529
Cornerstone Advisors (Washington)
Washington
$332K +$32.2K +227 +11%
AIM
1530
Advantage Investment Management
Iowa
$331K -$13.8K -97 -4%
CHJWM
1531
Carlton Hofferkamp & Jenks Wealth Management
Texas
$329K – – –
BI
1532
Boulegeris Investments
Georgia
$327K -$7.09K -50 -2%
AEPG
1533
American Economic Planning Group
New Jersey
$327K – – –
EGM
1534
Engineers Gate Manager
New York
$326K +$326K +2,300 New
NIA
1535
Northstar Investment Advisors
Colorado
$325K – – –
BMM
1536
Buffington Mohr McNeal
Idaho
$323K +$18K +127 +6%
IIM
1537
Ironwood Investment Management
Massachusetts
$321K +$25.7K +181 +9%
JG
1538
Jefferies Group
New York
$320K -$1.93M -13,614 -86%
AF
1539
Affiance Financial
Minnesota
$320K – – –
OAMG
1540
Odey Asset Management Group
United Kingdom
$319K -$14.1M -99,701 -98%
OCAM
1541
Onex Canada Asset Management
Ontario, Canada
$319K -$526K -3,700 -62%
CCC
1542
Chelsea Counsel Company
California
$319K – – –
CTB
1543
Country Trust Bank
Illinois
$319K +$14.2K +100 +5%
WGCA
1544
Wolf Group Capital Advisors
Virginia
$318K -$2.24M -15,755 -88%
GAM
1545
Gotham Asset Management
New York
$318K +$318K +2,241 New
PAG
1546
Pinnacle Advisory Group
Maryland
$314K -$66.3K -469 -17%
JGIA
1547
Jackson Grant Investment Advisers
Connecticut
$313K +$60.2K +425 +24%
WA
1548
WealthTrust-Arizona
Arizona
$312K +$53.1K +374 +20%
PFA
1549
Pure Financial Advisors
California
$311K +$3.74K +26 +1%
OSNBOA
1550
Old Second National Bank of Aurora
Illinois
$310K -$85.3K -600 -22%
60 61
62
63 64