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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
PFA
1551
Pure Financial Advisors
California
$311K +$3.45K +26 +1%
OSNBOA
1552
Old Second National Bank of Aurora
Illinois
$310K -$79.5K -600 -22%
GKWIM
1553
Gerber Kawasaki Wealth & Investment Management
California
$310K +$1.99K +15 +0.7%
CAL
1554
Capital Analysts LLC
Pennsylvania
$309K +$91.5K +690 +46%
MGAM
1555
McGowan Group Asset Management
Texas
$307K +$3.31K +25 +1%
IIC
1556
Ironwood Investment Counsel
Arizona
$307K +$26.4K +199 +10%
MBT
1557
Montecito Bank & Trust
California
$306K
BA
1558
BKS Advisors
Michigan
$305K -$245K -1,850 -46%
MMG
1559
Monetary Management Group
Missouri
$305K
NYLT
1560
New York Life Trust
New York
$303K -$1.72K -13 -0.6%
CCM
1561
Crossvault Capital Management
Texas
$303K +$1.72K +13 +0.6%
JMFC
1562
J.M. Forbes & Co
Massachusetts
$298K
FHB
1563
First Hawaiian Bank
Hawaii
$298K +$2.92K +22 +1%
NIC
1564
Northwest Investment Counselors
Oregon
$297K +$8.48K +64 +3%
UBV
1565
United Bank (Virginia)
Virginia
$294K
WIP
1566
Wellesley Investment Partners
Massachusetts
$294K +$275K +2,075 New
KLWA
1567
Kelly Lawrence W & Associates
California
$293K
NA
1568
Nottingham Advisors
New York
$291K
RP
1569
Rowlandmiller & Partners
Georgia
$291K
PCMC
1570
Paragon Capital Management (Colorado)
Colorado
$290K -$385K -2,905 -59%
CG
1571
Cutler Group
California
$290K +$6.63K +50 +3%
IP
1572
Isthmus Partners
Wisconsin
$289K
ZAM
1573
Zevin Asset Management
Massachusetts
$289K
SC
1574
Stratford Consulting
Texas
$286K -$65.2K -492 -20%
CYG
1575
Clean Yield Group
Vermont
$286K

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.