BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,793 hedge funds and large institutions have $124B invested in Berkshire Hathaway Class B in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 703 increasing their positions, 720 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,793
Holders Change
+7
Holders Change %
+0.39%
% of All Funds
47.92%
Holding in Top 10
316
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-5.39%
% of All Funds
8.44%
New
74
Increased
703
Reduced
720
Closed
50
Calls
$1.23B
Puts
$1.2B
Net Calls
+$25.7M
Net Calls Change
+$57.6M

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$10.7B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.7B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$433M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.51B
5
State Street
5
State Street
Massachusetts
$10.8B

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$736M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$163M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.2M
5
SH
5
Svenska Handelsbanken
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
1826
Godsey & Gibb Inc
Virginia
– -$266K -1,835 Closed
ICM
1827
Ionic Capital Management
New York
– -$261K -1,800 Closed
RP
1828
Reinhart Partners
Wisconsin
– -$247K -1,707 Closed
PWAP
1829
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$235K -1,624 Closed
TC
1830
TradeLink Capital
Illinois
– -$220K -1,518 Closed
BIAS
1831
Beacon Investment Advisory Services
New Jersey
– -$218K -1,504 Closed
ECM
1832
ETrade Capital Management
Virginia
– -$214K -1,481 Closed
CAM
1833
Concorde Asset Management
Michigan
– -$213K -1,474 Closed
FHB
1834
First Hawaiian Bank
Hawaii
– -$210K -1,455 Closed
MA
1835
MCF Advisors
Kentucky
– -$174K -1,202 Closed
UOTTAIMCU
1836
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$159K -1,097 Closed
WIA
1837
Westbourne Investment Advisors
Maryland
– -$137K -945 Closed
JSAM
1838
J. Safra Asset Management
New York
– -$64K -440 Closed
IC
1839
IKOS CIF
Cyprus
– -$60K -420 Closed
TG
1840
TLP Group
Illinois
– -$59K -405 Closed
SCM
1841
Southport Capital Management
Tennessee
– -$56K -390 Closed
AI
1842
ArchPoint Investors
Florida
– -$33K -225 Closed
IR
1843
Invictus RG
Bermuda
– -$7K -49 Closed
MDCM
1844
Morgan Dempsey Capital Management
Wisconsin
– -$3K -20 Closed
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