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 %
BSPF
501
British Steel Pension Fund
United Kingdom
$7.18M -$463K -3,909 -6%
Capital World Investors
502
Capital World Investors
California
$7.11M – – –
CCB
503
Cutter & Co Brokerage
Missouri
$7.11M +$2.37K +20 +0%
NAMP
504
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.1M -$59.3K -500 -0.8%
YL
505
YCG LLC
Texas
$7.09M +$130K +1,100 +2%
BEAM
506
Baker Ellis Asset Management
Washington
$7.03M +$243K +2,050 +4%
BCI
507
Brinker Capital Investments
Pennsylvania
$6.99M -$7.12M -60,060 -50%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$6.95M +$35.8K +302 +0.5%
HIC
509
Hartline Investment Corp
Illinois
$6.94M +$311K +2,627 +5%
FBB
510
Fulton Breakefield Broenniman
Maryland
$6.88M -$458K -3,865 -6%
HC
511
Hourglass Capital
Texas
$6.81M -$115K -970 -2%
BG
512
Bahl & Gaynor
Ohio
$6.8M +$25.8K +218 +0.4%
FPCM
513
Financial Partners Capital Management
New York
$6.8M +$217K +1,830 +3%
CIA
514
Choate Investment Advisors
Massachusetts
$6.72M -$265K -2,235 -4%
VW
515
Vantage Wealth
California
$6.72M -$2.96K -25 -0%
MCM
516
Marsico Capital Management
Colorado
$6.69M -$3.67M -30,995 -35%
Mariner
517
Mariner
Kansas
$6.67M +$1.33M +11,198 +25%
GI
518
GLG Inc
New York
$6.65M – – –
CO
519
Caldwell & Orkin
Georgia
$6.65M +$3.38M +28,470 +103%
VFS
520
VSR Financial Services
Kansas
$6.64M +$680K +5,732 +11%
TI
521
Trigran Investments
Illinois
$6.59M – – –
BPBT
522
Boston Private Bank & Trust
Massachusetts
$6.5M -$19.4K -164 -0.3%
PAG
523
Private Advisor Group
New Jersey
$6.42M +$6.42M +54,137 New
SEM
524
Suncoast Equity Management
Florida
$6.4M +$125K +1,055 +2%
CI
525
Conning Inc
Connecticut
$6.39M +$1.11M +9,320 +21%
19 20
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