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 %
SWM
651
SVA Wealth Management
Wisconsin
$4.96M +$164K +1,261 +3%
SI
652
Sprott Inc
Ontario, Canada
$4.96M – – –
CAM
653
Cypress Asset Management
Texas
$4.93M +$35.9K +275 +0.7%
AF
654
Arrow Financial
New York
$4.88M +$2.35K +18 +0%
ICAS
655
Investors Capital Advisory Services
Massachusetts
$4.86M -$133K -1,023 -3%
PFA
656
Paradigm Financial Advisors
Missouri
$4.86M +$1.95M +14,921 +67%
HCM
657
Highbridge Capital Management
New York
$4.85M +$4.85M +37,147 New
SCM
658
Stevens Capital Management
Pennsylvania
$4.82M -$15.3M -117,470 -76%
SF
659
Synovus Financial
Georgia
$4.79M +$93.9K +718 +2%
SYBT
660
Stock Yards Bank & Trust
Kentucky
$4.79M +$11.3K +87 +0.2%
SFA
661
Staton Financial Advisors
North Carolina
$4.78M -$54.2K -416 -1%
CPA
662
Court Place Advisors
Maryland
$4.78M -$19.6K -150 -0.4%
TMAM
663
Tokio Marine Asset Management
Japan
$4.77M +$38.2K +293 +0.8%
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$4.76M +$286K +2,191 +6%
WSFS
665
Wilmington Savings Fund Society
Delaware
$4.73M +$541K +4,150 +13%
OA
666
Outfitter Advisors
Virginia
$4.72M -$140K -1,075 -3%
WI
667
Wafra Inc
New York
$4.69M -$8.46M -64,871 -64%
CSM
668
Central Square Management
Illinois
$4.68M -$1.11M -8,496 -19%
BFA
669
Beaumont Financial Advisors
Massachusetts
$4.67M – – –
GCM
670
GoodHaven Capital Management
New Jersey
$4.64M -$1.96K -15 -0%
SGDR
671
SPX Gestao de Recursos
Brazil
$4.63M +$4.63M +35,500 New
LIM
672
Lagoda Investment Management
New York
$4.57M -$910K -6,982 -17%
CA
673
Cornerstone Advisors
North Carolina
$4.56M +$1.3M +10,000 +40%
DAM
674
Davis Asset Management
California
$4.56M +$1.37M +10,500 +43%
PAM
675
Peak Asset Management
Colorado
$4.56M +$201K +1,544 +5%
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