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 %
PA
526
Profund Advisors
Maryland
$6.36M -$508K -4,282 -7%
FNBOO
527
First National Bank of Omaha
Nebraska
$6.35M -$37.9K -320 -0.6%
PTB
528
Pioneer Trust Bank
Oregon
$6.33M -$202K -1,705 -3%
TCOV
529
Trust Company of Vermont
Vermont
$6.32M +$225K +1,898 +4%
RFS
530
Rockefeller Financial Services
New York
$6.28M +$88.9K +750 +1%
ECAM
531
East Coast Asset Management
Massachusetts
$6.26M +$489K +4,121 +8%
SAS
532
Spectrum Advisory Services
Georgia
$6.22M – – –
RSVP
533
Ramsay Stattman Vela & Price
Colorado
$6.21M +$59K +498 +1%
ACM
534
Atlanta Capital Management
Georgia
$6.16M +$2.08M +17,503 +51%
SC
535
Sculptor Capital
New York
$6.15M +$346K +2,920 +6%
FCI
536
Financial Counselors Inc
Kansas
$6.14M +$155K +1,309 +3%
HKIM
537
Hayek Kallen Investment Management
Alabama
$6.1M -$23.7K -200 -0.4%
RNS
538
Robert N. Shapiro
$6.1M -$710K -5,988 -10%
ST
539
Stifel Trust
Missouri
$6.09M -$310K -2,615 -5%
WCMN
540
Westchester Capital Management (Nebraska)
Nebraska
$6.09M -$9.01K -76 -0.1%
Fayez Sarofim & Co
541
Fayez Sarofim & Co
Texas
$5.99M +$5.99M +50,532 New
CHAM
542
Clear Harbor Asset Management
Connecticut
$5.98M +$7.59K +64 +0.1%
BAM
543
Burgundy Asset Management
Ontario, Canada
$5.98M +$255K +2,152 +4%
SRC
544
Shufro Rose & Co
New York
$5.97M -$20.7K -175 -0.3%
WFG
545
Windsor Financial Group
Minnesota
$5.97M +$20.2K +170 +0.3%
BFS
546
Bradley Foster & Sargent
Connecticut
$5.95M +$128K +1,083 +2%
CA
547
CapWealth Advisors
Tennessee
$5.92M +$4.84M +40,860 +449%
MCM
548
Martin Capital Management
Indiana
$5.91M -$829K -6,996 -12%
WFG
549
Wills Financial Group
Virginia
$5.85M +$5.85M +49,375 New
LPC
550
Loeb Partners Corp
New York
$5.84M – – –
20 21
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