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 %
ICM
1626
Ionic Capital Management
New York
$261K +$261K +1,800 New
HCM
1627
Hutchinson Capital Management
California
$259K -$18.1K -125 -7%
RHBC
1628
R.H. Bluestein & Co
Michigan
$258K -$2.17K -15 -0.8%
B
1629
Bellecapital
Switzerland
$258K +$258K +1,840 New
SPWA
1630
SteelBridge Private Wealth Advisors
Florida
$257K +$23.3K +163 +10%
CB
1631
Community Bank
New York
$255K +$29K +200 +13%
NFA
1632
Nuveen Fund Advisors
Illinois
$255K +$255K +1,758 New
RFWA
1633
RPg Family Wealth Advisory
Massachusetts
$254K +$72K +500 +40%
MC
1634
Mathes Company
New York
$253K – – –
MIC
1635
MU Investments Company
Japan
$252K -$199K -1,400 -44%
BCA
1636
Bray Capital Advisors
Florida
$252K +$252K +1,737 New
GCP
1637
GSA Capital Partners
United Kingdom
$251K -$3.46M -23,956 -93%
FI
1638
FormulaFolio Investments
Michigan
$250K -$18.1K -125 -7%
QC
1639
QCM Cayman
Texas
$248K +$248K +1,714 New
RP
1640
Reinhart Partners
Wisconsin
$247K -$21.3K -147 -8%
WCM
1641
Weatherstone Capital Management
Colorado
$246K -$7.53K -52 -3%
FWC
1642
First Washington Corp
Washington
$246K – – –
SAMC
1643
Spectrum Asset Management (California)
California
$244K -$2.32K -16 -0.9%
AssetMark Inc
1644
AssetMark Inc
California
$243K +$54.5K +377 +29%
ST
1645
Sabal Trust
Florida
$242K -$11.3K -78 -4%
HP
1646
HT Partners
Connecticut
$241K – – –
KT
1647
Kanaly Trust
Texas
$241K +$11K +76 +5%
B
1648
Brightworth
Georgia
$237K – – –
BWFA
1649
Baltimore-Washington Financial Advisors
Maryland
$237K – – –
APSP
1650
Asset Planning Services (Pennsylvania)
Pennsylvania
$236K – – –
64 65
66
67 68