BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.05B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
4
Fidelity International
Fidelity International
Bermuda
+$339M
5
Ameriprise
Ameriprise
Minnesota
+$192M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$433M
2
Prudential Financial
Prudential Financial
New Jersey
-$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$162M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
451
Whittier Trust
California
$11.8M -$789K -6,054 -6%
UB
452
UMB Bank
Missouri
$11.7M -$119K -915 -1%
AF
453
Ally Financial
Michigan
$11.7M – – –
WF
454
Welch & Forbes
Massachusetts
$11.7M -$160K -1,229 -1%
PAS
455
Professional Advisory Services
Florida
$11.6M +$1.67M +12,790 +17%
RFA
456
Reilly Financial Advisors
California
$11.1M +$331K +2,541 +3%
BFS
457
Bradley Foster & Sargent
Connecticut
$11M +$702K +5,384 +7%
Federated Hermes
458
Federated Hermes
Pennsylvania
$11M -$2.62M -20,081 -19%
WC
459
Wexford Capital
Florida
$10.9M +$10.9M +83,325 New
KBC Group
460
KBC Group
Belgium
$10.9M -$2.66M -20,375 -20%
SSWM
461
Smith Salley Wealth Management
North Carolina
$10.9M +$265K +2,032 +3%
QAM
462
QCI Asset Management
New York
$10.7M +$1.81M +13,909 +20%
CNB
463
City National Bank
California
$10.7M +$310K +2,375 +3%
FAAS
464
First Allied Advisory Services
California
$10.7M +$1.12M +8,593 +12%
AP
465
Archon Partners
New Jersey
$10.6M +$3.97M +30,415 +60%
CCB
466
Cutter & Co Brokerage
Missouri
$10.5M +$2.03M +15,535 +24%
LIC
467
Lodestar Investment Counsel
Illinois
$10.5M -$1.7K -13 -0%
WCM
468
Weik Capital Management
Pennsylvania
$10.3M -$337K -2,585 -3%
GA
469
Geneva Advisors
Illinois
$10.3M +$1.04M +7,990 +11%
AI
470
Analytic Investors
California
$10.1M -$763K -5,855 -7%
DY
471
Dowling & Yahnke
California
$10.1M -$236K -1,808 -2%
OMC
472
Overbrook Management Corp
New York
$10M -$182K -1,399 -2%
BB
473
Busey Bank
Illinois
$10M +$35.7K +274 +0.4%
AIM
474
AMI Investment Management
Indiana
$10M +$314K +2,405 +3%
MIM
475
Manitou Investment Management
Ontario, Canada
$9.99M +$9.99M +76,577 New
17 18
19
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