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 %
BIAS
1676
Beacon Investment Advisory Services
New Jersey
$218K – – –
RPGK
1677
Retirement Planning Group (Kansas)
Kansas
$218K +$2.17K +15 +1%
NI
1678
Numeric Investors
Massachusetts
$217K -$28.9K -200 -12%
SSI
1679
Scott & Selber Inc
Texas
$217K – – –
AAM
1680
Augustine Asset Management
Florida
$217K – – –
RCA
1681
Rex Capital Advisors
Rhode Island
$217K – – –
PO
1682
Private Ocean
California
$215K – – –
ECM
1683
ETrade Capital Management
Virginia
$214K +$1.59K +11 +0.7%
NA
1684
NewEdge Advisors
Louisiana
$214K +$214K +1,462 New
FUBT
1685
First United Bank & Trust
Maryland
$213K – – –
CAM
1686
Concorde Asset Management
Michigan
$213K +$213K +1,474 New
DE
1687
Day & Ennis
Georgia
$212K – – –
CBT
1688
Central Bank & Trust
Kentucky
$211K -$6.07K -42 -3%
FHB
1689
First Hawaiian Bank
Hawaii
$210K -$93.1K -645 -31%
FPIS
1690
Financial Planning & Information Services
Wisconsin
$210K – – –
RB
1691
Rodgers Brothers
Pennsylvania
$210K – – –
GSBTD
1692
Glenview State Bank Trust Department
Illinois
$210K – – –
ANB
1693
Amarillo National Bank
Texas
$207K – – –
AA
1694
Alesco Advisors
New York
$206K – – –
CPO
1695
Cerity Partners OCIO
New York
$205K -$148K -1,038 -42%
ACS
1696
Archford Capital Strategies
Illinois
$205K – – –
DK
1697
Darrell & King
Virginia
$203K -$72.4K -499 -26%
FCIM
1698
Fairview Capital Investment Management
California
$203K -$7.25K -50 -3%
GA
1699
Geller Advisors
New York
$203K +$203K +1,400 New
LCP
1700
Legacy Capital Partners
Wisconsin
$202K -$36.3K -250 -15%
66 67
68
69 70