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 %
BSWMG
1626
Barrington Strategic Wealth Management Group
Illinois
$240K -$95.8K -675 -29%
DWM
1627
Dakota Wealth Management
Florida
$240K +$1.7K +12 +0.7%
SFA
1628
Stewardship Financial Advisors
Georgia
$238K -$401K -2,828 -63%
HP
1629
HT Partners
Connecticut
$238K -$21.9K -153 -8%
HCM
1630
Hengehold Capital Management
Ohio
$236K -$43.6K -307 -16%
RAM
1631
Riggs Asset Management
Pennsylvania
$236K – – –
WAS
1632
WESPAC Advisors SoCal
California
$236K -$168K -1,185 -42%
DDPIC
1633
Deroy & Devereaux Private Investment Counsel
Michigan
$235K -$6.82K -48 -3%
LCP
1634
Legacy Capital Partners
Wisconsin
$233K – – –
CRIG
1635
Charter Research & Investment Group
Connecticut
$232K -$35.5K -250 -13%
BWFA
1636
Baltimore-Washington Financial Advisors
Maryland
$232K -$25K -177 -10%
B
1637
Brightworth
Georgia
$232K -$6.81K -48 -3%
TBNY
1638
Trustco Bank (New York)
New York
$232K – – –
APSP
1639
Asset Planning Services (Pennsylvania)
Pennsylvania
$232K +$114K +800 +96%
SPWA
1640
SteelBridge Private Wealth Advisors
Florida
$232K +$232K +1,634 New
AOWM
1641
Alpha Omega Wealth Management
Virginia
$231K +$25.6K +180 +12%
I
1642
IberiaBank
Louisiana
$230K -$478K -3,370 -68%
DPI
1643
Diversified Portfolios Inc
Michigan
$230K -$42.9K -302 -16%
PWAP
1644
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$230K – – –
PGA
1645
Portland Global Advisors
Maine
$229K +$229K +1,615 New
PHAM
1646
Palisades Hudson Asset Management
Florida
$228K +$228K +1,609 New
AAS
1647
Annex Advisory Services
Wisconsin
$227K -$4.26K -30 -2%
PFC
1648
Phocas Financial Corp
California
$226K – – –
KT
1649
Kanaly Trust
Texas
$225K +$4.81K +34 +2%
CTA
1650
Chesley Taft & Associates
Illinois
$223K +$223K +1,575 New
64 65
66
67 68