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 %
FCH
1601
Freestone Capital Holdings
Washington
$261K +$992 +7 +0.4%
BCP
1602
Blue Chip Partners
Michigan
$260K – – –
DAC
1603
Dividend Assets Capital
South Carolina
$260K +$6.09K +43 +2%
ACM
1604
American Capital Management
New York
$259K – – –
MCWS
1605
McKinley Carter Wealth Services
West Virginia
$259K +$259K +1,822 New
FWSM
1606
First Wilshire Securities Management
California
$257K -$270K -1,900 -51%
RHBC
1607
R.H. Bluestein & Co
Michigan
$255K -$710 -5 -0.3%
CWM
1608
Cedar Wealth Management
California
$255K +$255K +1,795 New
GHAM
1609
Gilman Hill Asset Management
Connecticut
$253K -$21.3K -150 -8%
TPWA
1610
TRUE Private Wealth Advisors
Oregon
$253K +$21.1K +149 +9%
CCM
1611
Colorado Capital Management
Colorado
$252K +$28.3K +200 +13%
BFIC
1612
Bedell Frazier Investment Counselling
California
$252K +$252K +1,775 New
AWE
1613
Avidian Wealth Enterprises
Texas
$251K -$15.8K -111 -6%
CHC
1614
City Holding Co
West Virginia
$251K +$30.5K +215 +14%
UBWV
1615
United Bank (West Virginia)
West Virginia
$249K – – –
ST
1616
Sabal Trust
Florida
$248K -$69.9K -493 -22%
WCM
1617
Weatherstone Capital Management
Colorado
$248K -$4.54K -32 -2%
BA
1618
Birinyi Associates
Connecticut
$248K – – –
MC
1619
Mathes Company
New York
$248K – – –
CCMD
1620
Cypress Capital Management (Delaware)
Delaware
$248K +$6.8K +48 +3%
JCM
1621
Jag Capital Management
Missouri
$244K – – –
NI
1622
Numeric Investors
Massachusetts
$241K -$56.7K -400 -19%
FWC
1623
First Washington Corp
Washington
$241K – – –
SAMC
1624
Spectrum Asset Management (California)
California
$241K +$14.2K +100 +6%
VWM
1625
Venturi Wealth Management
Texas
$241K +$241K +1,696 New
63 64
65
66 67