We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,771 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 777 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 77

24% more repeat investments, than reductions

Existing positions increased: 777 | Existing positions reduced: 627

19% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1B

15% more funds holding in top 10

Funds holding in top 10: 301346 (+45)

2.52% more ownership

Funds ownership: 66.9%69.41% (+2.5%)

1% more funds holding

Funds holding: 1,7481,771 (+23)

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.25B)

Holders
1,771
Holders Change
+23
Holders Change %
+1.32%
% of All Funds
47.19%
Holding in Top 10
346
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+14.95%
% of All Funds
9.22%
New
117
Increased
777
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
1626
Spectrum Asset Management (California)
California
$241K +$13.3K +100 +6%
VWM
1627
Venturi Wealth Management
Texas
$241K +$225K +1,696 New
BSWMG
1628
Barrington Strategic Wealth Management Group
Illinois
$240K -$89.5K -675 -29%
DWM
1629
Dakota Wealth Management
Florida
$240K +$1.59K +12 +0.7%
SFA
1630
Stewardship Financial Advisors
Georgia
$238K -$375K -2,828 -63%
HP
1631
HT Partners
Connecticut
$238K -$20.3K -153 -8%
HCM
1632
Hengehold Capital Management
Ohio
$236K -$40.7K -307 -16%
RAM
1633
Riggs Asset Management
Pennsylvania
$236K
WAS
1634
WESPAC Advisors SoCal
California
$236K -$157K -1,185 -42%
DDPIC
1635
Deroy & Devereaux Private Investment Counsel
Michigan
$235K -$6.36K -48 -3%
LCP
1636
Legacy Capital Partners
Wisconsin
$233K
CRIG
1637
Charter Research & Investment Group
Connecticut
$232K -$33.1K -250 -13%
BWFA
1638
Baltimore-Washington Financial Advisors
Maryland
$232K -$23.5K -177 -10%
B
1639
Brightworth
Georgia
$232K -$6.36K -48 -3%
TBNY
1640
Trustco Bank (New York)
New York
$232K
APSP
1641
Asset Planning Services (Pennsylvania)
Pennsylvania
$232K +$106K +800 +96%
SPWA
1642
SteelBridge Private Wealth Advisors
Florida
$232K +$217K +1,634 New
AOWM
1643
Alpha Omega Wealth Management
Virginia
$231K +$23.9K +180 +12%
I
1644
IberiaBank
Louisiana
$230K -$447K -3,370 -68%
DPI
1645
Diversified Portfolios Inc
Michigan
$230K -$40K -302 -16%
PWAP
1646
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$230K
PGA
1647
Portland Global Advisors
Maine
$229K +$214K +1,615 New
PHAM
1648
Palisades Hudson Asset Management
Florida
$228K +$213K +1,609 New
AAS
1649
Annex Advisory Services
Wisconsin
$227K -$3.98K -30 -2%
PFC
1650
Phocas Financial Corp
California
$226K

BRK.B Hedge Fund Activity: Q1 2016 in Review

1,771 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2016, worth a combined $116B — down 1.1% from $117B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new BRK.B positions and 77 closed out — a net gain of 40 holders — while 777 added to existing stakes and 627 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $5.23B. The largest seller was Gates Foundation Trust, cutting an estimated $663M.

  • 1,771 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2016, up from 1,748 in Q4 2015.
  • Funds reported $116B of Berkshire Hathaway Class B stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 117 funds opened new Berkshire Hathaway Class B positions in Q1 2016 and 77 closed out, a net change of +40 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2016 was Royal London Asset Management, an estimated $5.23B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2016 was Gates Foundation Trust, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2016.