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 %
NIA
1601
Northstar Investment Advisors
Colorado
$421K +$7.01K +43 +2%
CBN
1602
Cadence Bank NA
Texas
$420K +$91.8K +563 +28%
AFS
1603
Access Financial Services
Minnesota
$419K +$419K +2,568 New
CHJWM
1604
Carlton Hofferkamp & Jenks Wealth Management
Texas
$418K +$40.7K +250 +11%
SHGA
1605
Sand Hill Global Advisors
California
$417K +$417K +2,558 New
CIS
1606
Connors Investor Services
Pennsylvania
$416K – – –
CWM
1607
Cedar Wealth Management
California
$415K -$4.89K -30 -1%
GC
1608
Gibson Capital
Pennsylvania
$411K – – –
PP
1609
PagnatoKarp Partners
Virginia
$411K +$411K +2,520 New
FNB
1610
Farmers National Bank
Kentucky
$410K +$2.61K +16 +0.6%
RA
1611
RFG Advisory
Alabama
$408K – – –
PIM
1612
Provident Investment Management
Michigan
$407K – – –
CSM
1613
CAMG Solamere Management
North Carolina
$407K +$407K +2,509 New
DAC
1614
Dividend Assets Capital
South Carolina
$405K +$61.4K +377 +18%
FUBT
1615
First United Bank & Trust
Maryland
$403K – – –
SFP
1616
Shepherd Financial Partners
Massachusetts
$403K +$403K +2,460 New
BAM
1617
Bruderman Asset Management
New York
$401K -$586K -3,597 -59%
NCM
1618
Narwhal Capital Management
Georgia
$400K – – –
TWM
1619
Torch Wealth Management
Ohio
$399K – – –
AA
1620
Alesco Advisors
New York
$395K – – –
BMM
1621
Buffington Mohr McNeal
Idaho
$395K +$31K +190 +9%
VA
1622
Valmark Advisers
Ohio
$394K -$34.6K -212 -8%
BMC
1623
Benin Management Corp
Connecticut
$394K – – –
LIM
1624
Lagoda Investment Management
New York
$394K +$166K +1,015 +73%
CCMG
1625
Clark Capital Management Group
Pennsylvania
$393K -$651 -4 -0.2%
63 64
65
66 67