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 %
MIM
451
Midwest Investment Management
Ohio
$8.94M +$97.8K +825 +1%
BSA
452
Braun Stacey Associates
New York
$8.92M +$340K +2,870 +4%
Connor, Clark & Lunn Investment Management (CC&L)
453
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.9M +$3.69M +29,322 +71%
BFO
454
Boston Family Office
Massachusetts
$8.85M +$3.15M +26,575 +55%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$8.72M -$1.13M -9,553 -11%
STB
456
S&T Bank
Pennsylvania
$8.71M +$226K +1,905 +3%
AIM
457
AMI Investment Management
Indiana
$8.69M -$187K -1,580 -2%
GI
458
GAMCO Investors
Connecticut
$8.66M -$71.1K -600 -0.8%
MWR
459
McAdams Wright Ragen
Washington
$8.5M +$69.8K +589 +0.8%
SIM
460
Sterling Investment Management
Arizona
$8.4M -$137K -1,155 -2%
BIC
461
Bridges Investment Counsel
Nebraska
$8.3M +$43.6K +368 +0.5%
SAM
462
Silvercrest Asset Management
New York
$8.24M +$142K +1,200 +2%
BB
463
Busey Bank
Illinois
$8.21M +$6.21M +52,356 +310%
AAC
464
Asset Advisors Corp
Georgia
$8.18M +$434K +3,660 +6%
CNB
465
City National Bank
California
$8.02M +$1.93M +16,242 +32%
KCM
466
Kanawha Capital Management
Virginia
$7.99M -$32.6K -275 -0.4%
Natixis Advisors
467
Natixis Advisors
Massachusetts
$7.98M +$1.92M +16,178 +32%
CANC
468
Culbertson A N & Co
Virginia
$7.92M +$60.5K +510 +0.8%
WT
469
Whittier Trust
California
$7.92M +$67.2K +567 +0.9%
SC
470
SouthState Corp
Florida
$7.84M -$74.5K -628 -0.9%
SLI
471
Sumitomo Life Insurance
Japan
$7.84M -$434K -3,662 -5%
RC
472
RegentAtlantic Capital
New Jersey
$7.81M +$852K +7,186 +12%
QAM
473
QCI Asset Management
New York
$7.79M +$15.5K +131 +0.2%
AC
474
Avenir Corporation
Virginia
$7.78M -$264K -2,230 -3%
ADEF
475
Adams Diversified Equity Fund
Maryland
$7.73M – – –
17 18
19
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