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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
SGAM
1701
Smith Group Asset Management
Texas
$152K +$9.28K +70 +7%
SC
1702
SRB Corp
Massachusetts
$151K
MS
1703
Marshall & Sullivan
Washington
$143K -$11.3K -85 -8%
CHP
1704
Cable Hill Partners
Oregon
$142K
BC
1705
Barnett & Company
Tennessee
$142K +$133K +1,000 New
IF
1706
Ironwood Financial
Arizona
$136K +$127K +956 New
DPA
1707
Delphi Private Advisors
California
$135K -$11.8K -89 -9%
SAM
1708
Sunnymeath Asset Management
New Jersey
$135K +$115K +870 +1,160%
CP
1709
Corbenic Partners
Pennsylvania
$134K
CFN
1710
Cordasco Financial Network
Florida
$132K
SFPM
1711
Sensible Financial Planning & Management
Massachusetts
$131K
LOT
1712
Lombard Odier Transatlantic
Quebec, Canada
$129K
TFO
1713
Tarbox Family Office
California
$124K -$26.5K -200 -19%
SLF
1714
Sun Life Financial
Ontario, Canada
$122K -$190K -1,432 -17%
HCC
1715
Hirtle Callaghan & Co
Pennsylvania
$120K -$10.5K -79 -9%
BBPWM
1716
Blue Bell Private Wealth Management
Pennsylvania
$118K +$17.9K +135 +19%
SJIM
1717
St. Johns Investment Management
Florida
$112K
AIM
1718
Arcadia Investment Management
Michigan
$109K +$4.91K +37 +5%
RWG
1719
Regal Wealth Group
California
$105K
VCM
1720
Vigilant Capital Management
Maine
$105K
MWM
1721
MinichMacGregor Wealth Management
New York
$102K +$15.1K +114 +19%
BG
1722
Bollard Group
Massachusetts
$99K
CWM
1723
Cranbrook Wealth Management
Michigan
$99K
TDC
1724
Thompson Davis & Co
Virginia
$93K +$4.24K +32 +5%
WOC
1725
West Oak Capital
California
$92.2K