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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
AIM
1526
Acropolis Investment Management
Missouri
$338K
DLCIG
1527
D.L. Carlson Investment Group
New Hampshire
$337K -$19.9K -150 -6%
HBT
1528
Hills Bank & Trust
Iowa
$337K +$315K +2,376 New
TP
1529
Truvvo Partners
New York
$336K -$1.54M -11,600 -83%
BMC
1530
Benin Management Corp
Connecticut
$336K -$1.33K -10 -0.4%
CAW
1531
Cornerstone Advisors (Washington)
Washington
$332K +$30.1K +227 +11%
AIM
1532
Advantage Investment Management
Iowa
$331K -$12.9K -97 -4%
CHJWM
1533
Carlton Hofferkamp & Jenks Wealth Management
Texas
$329K
BI
1534
Boulegeris Investments
Georgia
$327K -$6.63K -50 -2%
AEPG
1535
American Economic Planning Group
New Jersey
$327K
EGM
1536
Engineers Gate Manager
New York
$326K +$305K +2,300 New
NIA
1537
Northstar Investment Advisors
Colorado
$325K
BMM
1538
Buffington Mohr McNeal
Idaho
$323K +$16.8K +127 +6%
IIM
1539
Ironwood Investment Management
Massachusetts
$321K +$24K +181 +9%
JG
1540
Jefferies Group
New York
$320K -$1.8M -13,614 -86%
AF
1541
Affiance Financial
Minnesota
$320K
OAMG
1542
Odey Asset Management Group
United Kingdom
$319K -$13.2M -99,701 -98%
OCAM
1543
Onex Canada Asset Management
Ontario, Canada
$319K -$491K -3,700 -62%
CCC
1544
Chelsea Counsel Company
California
$319K
CTB
1545
Country Trust Bank
Illinois
$319K +$13.3K +100 +5%
WGCA
1546
Wolf Group Capital Advisors
Virginia
$318K -$2.09M -15,755 -88%
GAM
1547
Gotham Asset Management
New York
$318K +$297K +2,241 New
PAG
1548
Pinnacle Advisory Group
Maryland
$314K -$62.2K -469 -17%
JGIA
1549
Jackson Grant Investment Advisers
Connecticut
$313K +$56.3K +425 +24%
WA
1550
WealthTrust-Arizona
Arizona
$312K +$49.6K +374 +20%

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.