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 %
Fuller & Thaler Asset Management
551
Fuller & Thaler Asset Management
California
$7.12M +$196K +1,500 +3%
SC
552
Saybrook Capital
North Carolina
$7.11M – – –
CFB
553
Cullen/Frost Bankers
Texas
$7.05M -$26.9K -206 -0.4%
PHS
554
Pekin Hardy Strauss
Illinois
$7.04M -$851K -6,528 -11%
BFPW
555
BOK Financial Private Wealth
Colorado
$6.98M -$2.22M -17,000 -24%
NB
556
Norinchukin Bank
Japan
$6.96M +$314K +2,406 +5%
CIA
557
Choate Investment Advisors
Massachusetts
$6.96M -$16.3K -125 -0.2%
First Trust Advisors
558
First Trust Advisors
Illinois
$6.96M -$8.23M -63,111 -54%
MHS
559
M Holdings Securities
Oregon
$6.95M -$317K -2,434 -4%
QOP
560
Quinn Opportunity Partners
Virginia
$6.91M +$4.69M +36,000 +212%
CHAM
561
Clear Harbor Asset Management
Connecticut
$6.9M -$55.9K -429 -0.8%
RSVP
562
Ramsay Stattman Vela & Price
Colorado
$6.84M +$270K +2,073 +4%
RIL
563
Rothschild Investment LLC
Illinois
$6.78M +$45.6K +350 +0.7%
HC
564
Hendley & Co
Ohio
$6.64M +$731K +5,606 +12%
PTB
565
Pioneer Trust Bank
Oregon
$6.6M -$2.61K -20 -0%
GE
566
General Electric
Ohio
$6.58M -$1.14M -8,719 -15%
MCMT
567
Moon Capital Management (Tennessee)
Tennessee
$6.53M +$674K +5,168 +12%
FWCM
568
Ferguson Wellman Capital Management
Oregon
$6.52M -$134K -1,030 -2%
LPC
569
Loeb Partners Corp
New York
$6.49M – – –
FIM
570
Freedom Investment Management
Connecticut
$6.48M +$5.79M +68,215 +836%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$6.43M +$437K +3,161 +7%
LSV Asset Management
572
LSV Asset Management
Illinois
$6.39M – – –
SAM
573
Silvercrest Asset Management
New York
$6.38M -$5.38M -41,288 -46%
WFG
574
Wills Financial Group
Virginia
$6.37M -$117K -895 -2%
HKIM
575
Hayek Kallen Investment Management
Alabama
$6.37M -$171K -1,310 -3%
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