BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
2
State Street
State Street
Massachusetts
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$140M
4
GIM
Greylin Investment Management
Virginia
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$98.7M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$593M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$175M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$65M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
426
Weik Capital Management
Pennsylvania
$10.2M -$16K -135 -0.2%
QIM
427
Quantitative Investment Management
Virginia
$9.96M +$9.59M +80,900 +2,610%
DY
428
Dowling & Yahnke
California
$9.91M +$208K +1,752 +2%
CLOS
429
Compagnie Lombard Odier SCmA
Switzerland
$9.85M +$9.85M +83,076 New
IC
430
InterOcean Capital
Illinois
$9.74M +$3.16M +26,640 +48%
BC
431
Brinker Capital
Pennsylvania
$9.62M +$226K +1,910 +2%
LMGAM
432
Liberty Mutual Group Asset Management
Massachusetts
$9.61M -$3.27M -27,599 -25%
Luther King Capital Management (LKCM)
433
Luther King Capital Management (LKCM)
Texas
$9.57M -$2.52M -21,220 -21%
CAMI
434
Concord Asset Management (Illinois)
Illinois
$9.56M -$152K -1,280 -2%
Truist Financial
435
Truist Financial
North Carolina
$9.55M +$1.6M +13,479 +20%
PSUF
436
People's United Financial
Connecticut
$9.51M -$11.9K -100 -0.1%
GMIM
437
General Motors Investment Management
New York
$9.51M +$118K +993 +1%
CGT
438
Capital Guardian Trust
California
$9.45M +$18.7K +158 +0.2%
EGA
439
Eagle Global Advisors
Texas
$9.43M -$688K -5,807 -7%
AIM
440
abrdn Investment Management
United Kingdom
$9.38M +$230K +1,943 +3%
RFA
441
Reilly Financial Advisors
California
$9.28M +$318K +2,684 +4%
CAM
442
Carret Asset Management
New York
$9.28M -$95K -801 -1%
Mackenzie Financial
443
Mackenzie Financial
Ontario, Canada
$9.23M +$2.7M +22,771 +41%
YIA
444
YHB Investment Advisors
Connecticut
$9.23M +$81.5K +687 +0.9%
BWP
445
Baldwin Wealth Partners
Massachusetts
$9.18M -$555K -4,680 -6%
1IC
446
1919 Investment Counsel
Maryland
$9.13M -$239K -2,015 -3%
Millennium Management
447
Millennium Management
New York
$9.12M -$7.63M -64,394 -46%
RC
448
Roundview Capital
New Jersey
$9.05M +$2.13K +18 +0%
CIBC World Market
449
CIBC World Market
Ontario, Canada
$8.99M -$216K -1,823 -2%
TMAM
450
Tokio Marine Asset Management
Japan
$8.97M -$674K -5,682 -7%
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