BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.68%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$123M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
LKIM
476
Lawson Kroeker Investment Management
Nebraska
$8.68M +$113K +895 +1%
LWCA
477
Locust Wood Capital Advisers
New York
$8.56M -$9.75M -77,003 -53%
NPC
478
National Planning Corporation
California
$8.5M +$268K +2,117 +3%
PI
479
PineBridge Investments
New York
$8.48M -$12.5M -98,989 -60%
RA
480
Royce & Associates
New York
$8.48M -$2.09M -16,500 -20%
RRAM
481
River Road Asset Management
Kentucky
$8.4M +$960K +7,589 +13%
KCM
482
Kanawha Capital Management
Virginia
$8.35M -$179K -1,418 -2%
QAM
483
QCI Asset Management
New York
$8.35M -$66.3K -524 -0.8%
BIC
484
Bridges Investment Counsel
Nebraska
$8.35M -$12.7K -100 -0.2%
VFAM
485
Valley Forge Asset Management
Pennsylvania
$8.32M +$8.32M +65,741 New
SIM
486
Sterling Investment Management
Arizona
$8.28M -$617K -4,872 -7%
BEAM
487
Baker Ellis Asset Management
Washington
$8.27M +$403K +3,184 +5%
AIP
488
Ameritas Investment Partners
Nebraska
$8.27M -$32K -253 -0.4%
ESCM
489
Echo Street Capital Management
New York
$8.26M -$3.71M -29,286 -31%
AL
490
Agran Libbie
California
$8.26M +$110K +870 +1%
ADEF
491
Adams Diversified Equity Fund
Maryland
$8.25M – – –
CK
492
Cohen Klingenstein
New York
$8.25M – – –
AC
493
Avenir Corporation
Virginia
$8.23M -$14.6K -115 -0.2%
PAS
494
Professional Advisory Services
Florida
$8.18M +$6.45K +51 +0.1%
SKK
495
Shepherd Kaplan Krochuk
Massachusetts
$8.16M – – –
SC
496
SouthState Corp
Florida
$8.15M -$46.7K -369 -0.6%
WRM
497
Weybosset Research & Management
Rhode Island
$8.08M +$78.2K +618 +1%
TNB
498
Thomasville National Bank
Georgia
$8.07M +$84.7K +669 +1%
KRSITF
499
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.02M +$169K +1,333 +2%
PGFC
500
Peapack-Gladstone Financial Corp
New Jersey
$7.96M -$6.33K -50 -0.1%
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