BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,897 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 663 increasing their positions, 749 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+104
Holders Change %
+5.8%
% of All Funds
47.5%
Holding in Top 10
381
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.57%
% of All Funds
9.54%
New
202
Increased
663
Reduced
749
Closed
61
Calls
$1.48B
Puts
$1.46B
Net Calls
+$26.1M
Net Calls Change
+$394K

Top Buyers

1
State Street
1
State Street
Massachusetts
$13.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.2B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.86B
4
BFA
4
BlackRock Fund Advisors
California
$4.26B
5
Asset Management One
5
Asset Management One
Japan
$336M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$11.3B
2
Deutsche Bank
2
Deutsche Bank
Germany
$447M
3
MTB
3
Mizuho Trust & Banking
Japan
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$347M
5
WP
5
Wedgewood Partners
Missouri
$406M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
1876
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$32K +200 New
SFPIA
1877
Stevens First Principles Investment Advisors
California
$29K – – –
WAP
1878
Wealthcare Advisory Partners
Pennsylvania
$29K +$29K +175 New
FPTW
1879
Franklin, Parlapiano, Turner & Welch
Texas
$29K +$29K +175 New
HWM
1880
Holloway Wealth Management
Florida
$28K – – –
FAN
1881
Financial Advisors Network
California
$22.2K +$22.2K +135 New
LWA
1882
Lenox Wealth Advisors
New York
$19K -$3.3K -20 -15%
GEA
1883
Glen Eagle Advisors
New Jersey
$17.9K +$17.9K +110 New
ST
1884
Somerset Trust
Pennsylvania
$16K – – –
JIR
1885
James Investment Research
Ohio
$16K – – –
LCM
1886
Liberty Capital Management
Michigan
$16K – – –
BCFS
1887
Butensky & Cohen Financial Security
Florida
$14K – – –
LS
1888
Livforsakringsbolaget Skandia
Sweden
$13.7K +$11.8K +72,274 +618%
AWMS
1889
Advocacy Wealth Management Services
Georgia
$6K – – –
IPC
1890
Independent Portfolio Consultants
Florida
$6K +$6K +35 New
AWM
1891
Arbor Wealth Management
Florida
$4.93K -$148 -897 -3%
TP
1892
Truvvo Partners
New York
$3.57K – – –
MDCM
1893
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +20 New
PK
1894
Pflug Koory
Nebraska
$2.95K +$2.95K +18,113 New
WCM
1895
Wealthcare Capital Management
Virginia
$2K – – –
SLF
1896
Sun Life Financial
Ontario, Canada
$1.02K -$8.64K -1,409 -89%
SHCM
1897
Silver Heights Capital Management
Ontario, Canada
$1K +$1K +7 New
GVT
1898
Genesee Valley Trust
New York
$680 -$117 -719 -15%
BFM
1899
Boothbay Fund Management
New York
$268 -$1 -8 -0.5%
MTB
1900
Mizuho Trust & Banking
Japan
– -$271M -1,876,327 Closed
74 75
76
77 78