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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 %
BHBT
426
Burke & Herbert Bank & Trust
Virginia
$749K – – –
OPTFSNA
427
Old Point Trust & Financial Services N A
Virginia
$749K – – –
HCM
428
Harvey Capital Management
Florida
$749K – – –
FIB
429
First Interstate Bank
Montana
$749K – – –
KS
430
Karpas Strategies
Connecticut
$749K – – –
BCI
431
Brinker Capital Investments
Pennsylvania
$749K – – –
RTS
432
Round Table Services
New Jersey
$749K – – –
SIC
433
Schwartz Investment Counsel
Michigan
$749K – – –
MC
434
Middleton & Co
Massachusetts
$749K – – –
CC
435
Cadinha & Co
Hawaii
$749K – – –
CIBC Asset Management
436
CIBC Asset Management
Ontario, Canada
$749K – – –
BFO
437
Boston Family Office
Massachusetts
$749K – – –
NIM
438
Northeast Investment Management
Massachusetts
$749K – – –
CCM
439
Coldstream Capital Management
Washington
$749K – – –
ICAS
440
Investors Capital Advisory Services
Massachusetts
$749K – – –
TSS
441
Thomas Story & Son
Indiana
$749K – – –
SAM
442
Summit Asset Management
Tennessee
$749K – – –
BTW
443
Boston Trust Walden
Massachusetts
$749K – – –
MFO
444
Marcuard Family Office
Switzerland
$749K – – –
AF
445
Allworth Financial
California
$749K – – –
NFC
446
Northeast Financial Consultants
Connecticut
$749K – – –
SSB
447
Sandy Spring Bank
Maryland
$749K +$187K +1 +33%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$749K +$187K +1 +33%
BCA
449
Benchmark Capital Advisors
New York
$749K +$749K +4 New
OCM
450
One Capital Management
California
$749K +$749K +4 New
16 17
18
19 20