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 %
LWM
1526
LBA Wealth Management
Florida
$369K +$7.24K +50 +2%
MC
1527
Matisse Capital
Oregon
$367K – – –
MCM
1528
Moore Capital Management
New York
$367K +$367K +2,533 New
LWA
1529
Lebenthal Wealth Advisors
New York
$366K +$366K +2,531 New
HHGA
1530
Halbert Hargrove Global Advisors
California
$365K -$7.38K -51 -2%
KA
1531
KLCM Advisors
Wisconsin
$363K -$8.69K -60 -2%
GC
1532
Gibson Capital
Pennsylvania
$363K – – –
BWP
1533
BSW Wealth Partners
Colorado
$363K – – –
PIM
1534
Provident Investment Management
Michigan
$362K -$89.1K -615 -20%
NCM
1535
Narwhal Capital Management
Georgia
$360K -$1.02M -7,075 -74%
VFP
1536
Verus Financial Partners
Virginia
$359K – – –
CWM
1537
Cedar Wealth Management
California
$358K +$98.2K +678 +38%
TWM
1538
Torch Wealth Management
Ohio
$355K – – –
WA
1539
Waverly Advisors
Alabama
$352K -$120K -831 -25%
CCMG
1540
Clark Capital Management Group
Pennsylvania
$350K -$111K -767 -24%
OA
1541
Oxbow Advisors
Texas
$350K – – –
BMC
1542
Benin Management Corp
Connecticut
$350K +$7.23K +50 +2%
PPSG
1543
Princeton Portfolio Strategies Group
New Jersey
$346K – – –
AIM
1544
Acropolis Investment Management
Missouri
$345K – – –
CAW
1545
Cornerstone Advisors (Washington)
Washington
$345K +$6.09K +42 +2%
DLCIG
1546
D.L. Carlson Investment Group
New Hampshire
$344K – – –
DLHL
1547
Donald L. Hagan LLC
Florida
$343K -$7.96K -55 -2%
BCM
1548
Becker Capital Management
Oregon
$343K +$343K +2,369 New
AF
1549
Affiance Financial
Minnesota
$339K +$12.2K +84 +4%
AEPG
1550
American Economic Planning Group
New Jersey
$337K +$2.75K +19 +0.8%
60 61
62
63 64