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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.6B +$518M +3,907,069 +4%
State Street
2
State Street
Massachusetts
$10.7B -$210M -1,583,920 -2%
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$9.84B -$663M -5,000,000 -7%
BIT
4
BlackRock Institutional Trust
California
$6.69B +$50.7M +382,322 +0.8%
BFA
5
BlackRock Fund Advisors
California
$3.08B +$43.5M +328,088 +2%
Northern Trust
6
Northern Trust
Illinois
$2.75B +$818K +6,172 +0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.33B +$156M +1,173,586 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.27B -$73.6M -555,007 -3%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.91B +$145M +1,093,645 +9%
Boston Partners
10
Boston Partners
Massachusetts
$1.57B +$56.2M +424,040 +4%
BG
11
BlackRock Group
United Kingdom
$1.44B +$30.2M +227,545 +2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$1.23B -$470M -3,545,020 -29%
Bank of America
13
Bank of America
North Carolina
$1.19B +$220M +1,656,556 +25%
Morgan Stanley
14
Morgan Stanley
New York
$1.05B +$29.3M +220,700 +3%
TCIM
15
TIAA CREF Investment Management
New York
$967M -$31.3M -235,820 -3%
Norges Bank
16
Norges Bank
Norway
$905M -$129M -971,525 -13%
Ameriprise
17
Ameriprise
Minnesota
$879M -$8.8M -66,396 -1%
Wells Fargo
18
Wells Fargo
California
$878M +$49.3M +371,941 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$817M -$84.1M -634,411 -10%
Fisher Asset Management
20
Fisher Asset Management
Washington
$801M -$983K -7,416 -0.1%
Charles Schwab
21
Charles Schwab
California
$759M +$38.1M +287,203 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$743M +$8.99M +67,828 +1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$739M +$13.4M +100,791 +2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$737M +$44.2M +333,629 +7%
FMI
25
Fiduciary Management Inc
Wisconsin
$723M -$65.2M -491,973 -9%