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Berkshire Hathaway Class B

1,788 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, 729 increasing their positions, 665 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 55

10% more repeat investments, than reductions

Existing positions increased: 729 | Existing positions reduced: 665

5% more capital invested

Capital invested by funds: $116B → $121B (+$5.63B)

1% more funds holding

Funds holding: 1,7711,788 (+17)

3% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.16B

2.66% less ownership

Funds ownership: 69.41%66.76% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 346335 (-11)

Holders
1,788
Holders Change
+17
Holders Change %
+0.96%
% of All Funds
47.71%
Holding in Top 10
335
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-3.18%
% of All Funds
8.94%
New
91
Increased
729
Reduced
665
Closed
55
Calls
$1.13B
Puts
$1.16B
Net Calls
-$31.9M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1676
Hengehold Capital Management
Ohio
$219K -$21.7K -152 -9%
FCH
1677
Freestone Capital Holdings
Washington
$218K -$47.5K -332 -18%
BIAS
1678
Beacon Investment Advisory Services
New Jersey
$218K
RPGK
1679
Retirement Planning Group (Kansas)
Kansas
$218K +$2.14K +15 +1%
NI
1680
Numeric Investors
Massachusetts
$217K -$28.6K -200 -12%
AAM
1681
Augustine Asset Management
Florida
$217K
RCA
1682
Rex Capital Advisors
Rhode Island
$217K
SSI
1683
Scott & Selber Inc
Texas
$217K
PO
1684
Private Ocean
California
$215K
ECM
1685
ETrade Capital Management
Virginia
$214K +$1.57K +11 +0.7%
NA
1686
NewEdge Advisors
Louisiana
$214K +$209K +1,462 New
FUBT
1687
First United Bank & Trust
Maryland
$213K
CAM
1688
Concorde Asset Management
Michigan
$213K +$211K +1,474 New
DE
1689
Day & Ennis
Georgia
$212K
CBT
1690
Central Bank & Trust
Kentucky
$211K -$6K -42 -3%
FHB
1691
First Hawaiian Bank
Hawaii
$210K -$92.2K -645 -31%
FPIS
1692
Financial Planning & Information Services
Wisconsin
$210K
GSBTD
1693
Glenview State Bank Trust Department
Illinois
$210K
RB
1694
Rodgers Brothers
Pennsylvania
$210K
ANB
1695
Amarillo National Bank
Texas
$207K
AA
1696
Alesco Advisors
New York
$206K
CPO
1697
Cerity Partners OCIO
New York
$205K -$148K -1,038 -42%
ACS
1698
Archford Capital Strategies
Illinois
$205K
DK
1699
Darrell & King
Virginia
$203K -$71.3K -499 -26%
FCIM
1700
Fairview Capital Investment Management
California
$203K -$7.15K -50 -3%

BRK.B Hedge Fund Activity: Q2 2016 in Review

1,788 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2016, worth a combined $121B — up 4.9% from $116B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 55 closed out — a net gain of 36 holders — while 729 added to existing stakes and 665 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $384M. The largest seller was Royal London Asset Management, cutting an estimated $5.65B.

  • 1,788 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2016, up from 1,771 in Q1 2016.
  • Funds reported $121B of Berkshire Hathaway Class B stock for Q2 2016, up 4.9% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q2 2016 and 55 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2016 was Deutsche Bank, an estimated $384M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2016 was Royal London Asset Management, an estimated $5.65B sold.

Based on aggregated 13F filings for Q2 2016.