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 %
FCIM
1676
Fairview Capital Investment Management
California
$206K +$206K +1,450 New
RB
1677
Rodgers Brothers
Pennsylvania
$206K +$206K +1,450 New
GSBTD
1678
Glenview State Bank Trust Department
Illinois
$206K +$206K +1,450 New
GC
1679
Gratus Capital
Georgia
$205K -$12.6K -89 -6%
FPIS
1680
Financial Planning & Information Services
Wisconsin
$205K +$205K +1,448 New
ANB
1681
Amarillo National Bank
Texas
$203K -$18.6K -131 -8%
AA
1682
Alesco Advisors
New York
$202K -$14.2K -100 -7%
ACS
1683
Archford Capital Strategies
Illinois
$201K – – –
CFA
1684
CT Financial Advisors
Pennsylvania
$199K -$135K -955 -41%
AMI
1685
Amica Mutual Insurance
Rhode Island
$197K – – –
PCTC
1686
Perkins Coie Trust Company
Washington
$191K – – –
BCMIO
1687
Beacon Capital Management Inc (Ohio)
Ohio
$188K -$23.4K -165 -11%
MUS
1688
Mitsubishi UFJ Securities
Japan
$187K +$119K +840 +175%
AssetMark Inc
1689
AssetMark Inc
California
$185K -$52.4K -369 -22%
ARMT
1690
Amica Retiree Medical Trust
Rhode Island
$184K – – –
PC
1691
Permit Capital
Pennsylvania
$181K – – –
RFWA
1692
RPg Family Wealth Advisory
Massachusetts
$179K -$16.9K -119 -9%
AIS
1693
Accurate Investment Solutions
Pennsylvania
$178K +$94.9K +668 +114%
FMP
1694
Financial Management Professionals
Texas
$177K +$28.3K +200 +19%
ZB
1695
Zions Bancorporation
Utah
$173K -$12.5K -87 -7%
GI
1696
Gradient Investments
Minnesota
$161K +$9.48K +67 +6%
BKA
1697
Brick & Kyle Associates
Pennsylvania
$159K – – –
JWBC
1698
John W. Bristol & Co
New York
$158K – – –
SGAM
1699
Smith Group Asset Management
Texas
$152K +$9.93K +70 +7%
SC
1700
SRB Corp
Massachusetts
$151K – – –
66 67
68
69 70