We are live on ! Find out more
BRK.B icon

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
RBC
1726
Roble Belko & Company
Pennsylvania
$92K +$86.2K +650 New
FCT
1727
Family Capital Trust
Massachusetts
$85K -$86.2K -650 -52%
AIM
1728
Acrospire Investment Management
Illinois
$85K +$79.5K +600 New
NCM
1729
Nelson Capital Management
California
$83K
VIP
1730
Vantage Investment Partners
Missouri
$80K
PRS
1731
Pinkerton Retirement Specialists
Idaho
$75K -$3.45K -26 -5%
CRM
1732
Cramer Rosenthal McGlynn
Connecticut
$71K
MFT
1733
Moisand Fitzgerald Tamayo
Florida
$70K
PR
1734
Payden & Rygel
California
$70K
SCA
1735
Stuart Chaussee & Associates
California
$68K
JSAM
1736
J. Safra Asset Management
New York
$62K
TSU
1737
TD Securities (USA)
New York
$60K +$265 +2 +0.5%
AP
1738
Advisors Preferred
Maryland
$56K +$1.33K +10 +3%
IIM
1739
Ipswich Investment Management
Massachusetts
$50K +$46.4K +350 New
AA
1740
AlphaMark Advisors
Kentucky
$43K
ED
1741
Exane Derivatives
France
$42.1K +$39.4K +297 New
AW
1742
Alpha Windward
Massachusetts
$40K
CIA
1743
Capital Impact Advisors
Massachusetts
$39K +$36.6K +276 New
PIM
1744
Parasol Investment Management
Illinois
$36K
CFS
1745
Commonwealth Financial Services
West Virginia
$35K
NHFG
1746
New Harbor Financial Group
Massachusetts
$35K
AI
1747
ArchPoint Investors
Florida
$32K
CIM
1748
Contravisory Investment Management
Massachusetts
$30K +$1.86K +14 +7%
CAM
1749
Cacti Asset Management
Georgia
$28K
GGHC
1750
Gilder Gagnon Howe & Co
New York
$28K

BRK.B Hedge Fund Activity: Q1 2016 in Review

1,771 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2016, worth a combined $116B — down 1.1% from $117B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new BRK.B positions and 77 closed out — a net gain of 40 holders — while 777 added to existing stakes and 627 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $5.23B. The largest seller was Gates Foundation Trust, cutting an estimated $663M.

  • 1,771 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2016, up from 1,748 in Q4 2015.
  • Funds reported $116B of Berkshire Hathaway Class B stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 117 funds opened new Berkshire Hathaway Class B positions in Q1 2016 and 77 closed out, a net change of +40 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2016 was Royal London Asset Management, an estimated $5.23B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2016 was Gates Foundation Trust, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2016.