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 %
JGUA
1526
John G. Ullman & Associates
New York
$558K +$558K +3,425 New
JFGLC
1527
Johnson Financial Group LLC (Colorado)
Colorado
$557K +$557K +3,419 New
GBT
1528
Grove Bank & Trust
Florida
$552K +$77.4K +475 +16%
EB
1529
Eastern Bank
Massachusetts
$551K +$12.2K +75 +2%
CMP
1530
Courage Miller Partners
Virginia
$548K +$8.16K +50 +2%
BRF
1531
B. Riley Financial
California
$546K -$36K -221 -6%
FC
1532
Forte Capital
New York
$543K +$10.1K +62 +2%
CGL
1533
Clarius Group LLC
Washington
$540K +$5.38K +33 +1%
FI
1534
FormulaFolio Investments
Michigan
$538K +$131K +804 +32%
AWM
1535
AE Wealth Management
Kansas
$538K +$538K +3,298 New
AGM
1536
Alpine Global Management
New York
$538K +$538K +3,300 New
KA
1537
KLCM Advisors
Wisconsin
$537K +$102K +624 +23%
OLA
1538
Oliver Luxxe Assets
New Jersey
$535K +$92.4K +567 +21%
CAM
1539
Close Asset Management
United Kingdom
$534K +$534K +3,274 New
GIP
1540
Greatmark Investment Partners
Georgia
$533K – – –
IWA
1541
Inspirion Wealth Advisors
Illinois
$527K +$8.15K +50 +2%
PPSG
1542
Princeton Portfolio Strategies Group
New Jersey
$523K +$134K +825 +35%
FNBOH
1543
First National Bank of Hutchinson
Kansas
$520K +$3.26K +20 +0.6%
HDIM
1544
Hanson & Doremus Investment Management
Vermont
$520K +$19.1K +117 +4%
ACP
1545
Ashfield Capital Partners
California
$519K – – –
SIM
1546
Sadoff Investment Management
Wisconsin
$517K – – –
RGIA
1547
Rainier Group Investment Advisory
Washington
$517K +$517K +3,175 New
GAM
1548
Gemmer Asset Management
California
$516K – – –
SCA
1549
Snowden Capital Advisors
New York
$513K -$137K -838 -21%
Cerity Partners
1550
Cerity Partners
New York
$507K +$507K +3,108 New
60 61
62
63 64