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 %
GKWIM
1551
Gerber Kawasaki Wealth & Investment Management
California
$310K +$2.12K +15 +0.7%
CAL
1552
Capital Analysts LLC
Pennsylvania
$309K +$97.9K +690 +46%
MGAM
1553
McGowan Group Asset Management
Texas
$307K +$3.55K +25 +1%
IIC
1554
Ironwood Investment Counsel
Arizona
$307K +$28.2K +199 +10%
MBT
1555
Montecito Bank & Trust
California
$306K – – –
BA
1556
BKS Advisors
Michigan
$305K -$262K -1,850 -46%
MMG
1557
Monetary Management Group
Missouri
$305K – – –
NYLT
1558
New York Life Trust
New York
$303K -$1.84K -13 -0.6%
CCM
1559
Crossvault Capital Management
Texas
$303K +$1.84K +13 +0.6%
JMFC
1560
J.M. Forbes & Co
Massachusetts
$298K – – –
FHB
1561
First Hawaiian Bank
Hawaii
$298K +$3.12K +22 +1%
NIC
1562
Northwest Investment Counselors
Oregon
$297K +$9.07K +64 +3%
UBV
1563
United Bank (Virginia)
Virginia
$294K – – –
WIP
1564
Wellesley Investment Partners
Massachusetts
$294K +$294K +2,075 New
KLWA
1565
Kelly Lawrence W & Associates
California
$293K – – –
RP
1566
Rowlandmiller & Partners
Georgia
$291K – – –
NA
1567
Nottingham Advisors
New York
$291K – – –
PCMC
1568
Paragon Capital Management (Colorado)
Colorado
$290K -$412K -2,905 -59%
CG
1569
Cutler Group
California
$290K +$7.07K +50 +3%
ZAM
1570
Zevin Asset Management
Massachusetts
$289K – – –
IP
1571
Isthmus Partners
Wisconsin
$289K – – –
SC
1572
Stratford Consulting
Texas
$286K -$69.8K -492 -20%
CYG
1573
Clean Yield Group
Vermont
$286K – – –
FM
1574
Family Management
New York
$286K +$28.4K +200 +11%
HCM
1575
Hodges Capital Management
Texas
$285K +$28.3K +200 +11%
61 62
63
64 65