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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
SAM
1751
Shamrock Asset Management
Texas
$28K
SFPIA
1752
Stevens First Principles Investment Advisors
California
$26K -$106K -800 -82%
APFBOT
1753
Amica Pension Fund Board of Trustees
Rhode Island
$22K
N
1754
Nuveen
North Carolina
$19.4K -$5.5M -41,450 -23%
SI
1755
Sentry Investments
Ontario, Canada
$18.1K -$2.88M -21,700 -15%
OFS
1756
Orrstown Financial Services
Pennsylvania
$17K +$2.65K +20 +20%
LWA
1757
Lenox Wealth Advisors
New York
$16K -$2.78K -21 -15%
ST
1758
Spot Trading
Illinois
$15K
JIR
1759
James Investment Research
Ohio
$14K
JAM
1760
JCIC Asset Management
Ontario, Canada
$14K
LWA
1761
Lowe Wealth Advisors
Maryland
$14K
ST
1762
Somerset Trust
Pennsylvania
$14K
DIA
1763
Davidson Investment Advisors
Montana
$12K +$11.9K +90 New
VIA
1764
Vident Investment Advisory
Georgia
$9.01K +$6.22M +46,946 +283%
CAL
1765
Capital Advisors Ltd
Ohio
$7K
RI
1766
RTW Investments
New York
$7K
AWMS
1767
Advocacy Wealth Management Services
Georgia
$6K +$1.06K +8 +23%
MDCM
1768
Morgan Dempsey Capital Management
Wisconsin
$3K +$2.65K +20 New
BCFS
1769
Butensky & Cohen Financial Security
Florida
$2K
WCM
1770
Wealthcare Capital Management
Virginia
$2K
EWM
1771
Endurance Wealth Management
Rhode Island
$939
MIM
1772
Marco Investment Management
Georgia
$477
GAM
1773
GVO Asset Management
Switzerland
-$71.5M -541,310 Closed
RJFSA
1774
Raymond James Financial Services Advisors
Florida
-$56.3M -426,461 Closed
WIM
1775
Waverton Investment Management
United Kingdom
-$50.4M -381,497 Closed