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
$14.6B
2
Bank of America
Bank of America
North Carolina
$1.19B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.33B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.91B
5
SSM
Sound Shore Management
Connecticut
$154M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.84B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.23B
3
Credit Agricole
Credit Agricole
France
$64.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$232M
5
State Street
State Street
Massachusetts
$10.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
1701
Marshall & Sullivan
Washington
$143K -$12K -85 -8%
CHP
1702
Cable Hill Partners
Oregon
$142K – – –
BC
1703
Barnett & Company
Tennessee
$142K +$142K +1,000 New
IF
1704
Ironwood Financial
Arizona
$136K +$136K +956 New
DPA
1705
Delphi Private Advisors
California
$135K -$12.6K -89 -9%
SAM
1706
Sunnymeath Asset Management
New Jersey
$135K +$124K +870 +1,160%
CP
1707
Corbenic Partners
Pennsylvania
$134K – – –
CFN
1708
Cordasco Financial Network
Florida
$132K – – –
SFPM
1709
Sensible Financial Planning & Management
Massachusetts
$131K – – –
LOT
1710
Lombard Odier Transatlantic
Quebec, Canada
$129K – – –
TFO
1711
Tarbox Family Office
California
$124K -$28.4K -200 -19%
SLF
1712
Sun Life Financial
Ontario, Canada
$122K -$24.4K -1,432 -17%
HCC
1713
Hirtle Callaghan & Co
Pennsylvania
$120K -$11.2K -79 -9%
BBPWM
1714
Blue Bell Private Wealth Management
Pennsylvania
$118K +$19.1K +135 +19%
SJIM
1715
St. Johns Investment Management
Florida
$112K – – –
AIM
1716
Arcadia Investment Management
Michigan
$109K +$5.27K +37 +5%
VCM
1717
Vigilant Capital Management
Maine
$105K – – –
RWG
1718
Regal Wealth Group
California
$105K – – –
MWM
1719
MinichMacGregor Wealth Management
New York
$102K +$16.1K +114 +19%
CWM
1720
Cranbrook Wealth Management
Michigan
$99K – – –
BG
1721
Bollard Group
Massachusetts
$99K – – –
TDC
1722
Thompson Davis & Co
Virginia
$93K +$4.56K +32 +5%
WOC
1723
West Oak Capital
California
$92.2K – – –
RBC
1724
Roble Belko & Company
Pennsylvania
$92K +$92K +650 New
FCT
1725
Family Capital Trust
Massachusetts
$85K -$92.1K -650 -52%
67 68
69
70 71