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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

601 hedge funds and large institutions have $29.6B invested in Berkshire Hathaway Class A in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
17.37%
Holding in Top 10
71
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.97%
% of All Funds
2.05%
New
31
Increased
73
Reduced
105
Closed
24
Calls
–
Puts
$2.3M
Net Calls
-$2.3M
Net Calls Change
+$2.09M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$333M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$32.6M
3
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$23.2M
4
SI
Sentry Investments
Ontario, Canada
+$20.2M
5
Invesco
Invesco
Georgia
+$15.4M

Top Sellers

1
AL
Agran Libbie
California
-$1.34B
2
SAC
Smith Affiliated Capital
New York
-$712M
3
LNWWM
Laird Norton Wetherby Wealth Management
California
-$205M
4
DSA
Davis Selected Advisers
Arizona
-$195M
5
Norges Bank
Norges Bank
Norway
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$3.56M -$187K -1 -5%
KFC
227
Klingenstein Fields & Co
New York
$3.56M -$14.4M -77 -80%
ACM
228
Alta Capital Management
Utah
$3.56M – – –
EWM
229
Evercore Wealth Management
New York
$3.56M +$562K +3 +19%
TD Asset Management
230
TD Asset Management
Ontario, Canada
$3.37M -$749K -4 -18%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$3.37M -$375K -2 -10%
CC
232
Capital Counsel
New York
$3.37M -$187K -1 -5%
SIC
233
Salem Investment Counselors
North Carolina
$3.37M – – –
NRS
234
Neville Rodie & Shaw
New York
$3.37M – – –
BPBT
235
Boston Private Bank & Trust
Massachusetts
$3.37M – – –
BKBG
236
BHF Kleinwort Benson Group
Belgium
$3.3M +$2.54M +20 +333%
Mitsubishi UFJ Trust & Banking
237
Mitsubishi UFJ Trust & Banking
Japan
$3.19M -$187K -1 -6%
KFS
238
KMS Financial Services
Washington
$3.19M -$187K -1 -6%
ACA
239
Anchor Capital Advisors
Massachusetts
$3.19M – – –
SHGA
240
Sand Hill Global Advisors
California
$3.19M – – –
WTNA
241
Wilmington Trust National Association
Delaware
$3.18M – – –
MIM
242
Midwest Investment Management
Ohio
$3.18M +$187K +1 +6%
BG
243
Bahl & Gaynor
Ohio
$3M -$562K -3 -16%
PCI
244
Pacifica Capital Investments
Texas
$3M – – –
VC
245
Vicus Capital
Pennsylvania
$3M – – –
JPMPWA
246
J.P. Morgan Private Wealth Advisors
California
$3M +$187K +1 +7%
BBI
247
Baxter Bros Inc
Connecticut
$2.81M – – –
Luther King Capital Management (LKCM)
248
Luther King Capital Management (LKCM)
Texas
$2.81M – – –
RHBC
249
R.H. Bluestein & Co
Michigan
$2.81M – – –
SRC
250
Shufro Rose & Co
New York
$2.81M – – –
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