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 %
CHJWM
1551
Carlton Hofferkamp & Jenks Wealth Management
Texas
$335K – – –
DP
1552
Dearborn Partners
Illinois
$334K -$14.5K -100 -4%
GKWIM
1553
Gerber Kawasaki Wealth & Investment Management
California
$333K +$15.9K +110 +5%
NIA
1554
Northstar Investment Advisors
Colorado
$332K – – –
PAG
1555
Pinnacle Advisory Group
Maryland
$332K +$11.4K +79 +4%
NIC
1556
Northwest Investment Counselors
Oregon
$332K +$28.1K +194 +9%
AIM
1557
Advantage Investment Management
Iowa
$331K -$6.22K -43 -2%
BWM
1558
Baystate Wealth Management
Massachusetts
$330K -$36.2K -250 -10%
BMM
1559
Buffington Mohr McNeal
Idaho
$330K – – –
IIM
1560
Ironwood Investment Management
Massachusetts
$329K +$1.3K +9 +0.4%
SCA
1561
Stonebridge Capital Advisors
Minnesota
$328K -$26.8K -185 -8%
BI
1562
Boulegeris Investments
Georgia
$327K -$7.25K -50 -2%
CCC
1563
Chelsea Counsel Company
California
$326K – – –
OAMG
1564
Odey Asset Management Group
United Kingdom
$326K – – –
CTB
1565
Country Trust Bank
Illinois
$326K – – –
OCAM
1566
Onex Canada Asset Management
Ontario, Canada
$325K – – –
CAL
1567
Capital Analysts LLC
Pennsylvania
$320K +$4.49K +31 +1%
JGIA
1568
Jackson Grant Investment Advisers
Connecticut
$320K – – –
OSNBOA
1569
Old Second National Bank of Aurora
Illinois
$320K +$3.63K +25 +1%
PCMC
1570
Paragon Capital Management (Colorado)
Colorado
$319K +$22.5K +155 +8%
PC
1571
Permit Capital
Pennsylvania
$319K +$134K +925 +73%
CCM
1572
Crossvault Capital Management
Texas
$314K +$4.63K +32 +1%
MGAM
1573
McGowan Group Asset Management
Texas
$313K – – –
MBT
1574
Montecito Bank & Trust
California
$312K – – –
RIM
1575
Regent Investment Management
Kentucky
$312K +$312K +2,158 New
61 62
63
64 65