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 %
VKH
676
Virtu KCG Holdings
New York
$3.92M +$3.92M +31,000 New
CGT
677
Capital Guardian Trust
California
$3.9M +$20.2K +160 +0.5%
PWP
678
Private Wealth Partners
California
$3.89M +$12.7K +100 +0.3%
TWA
679
Tillar-Wenstrup Advisors
Ohio
$3.85M -$23.7K -187 -0.6%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$3.85M -$118K -931 -3%
CAM
681
Columbia Asset Management
Michigan
$3.83M +$40.5K +320 +1%
ECM
682
Everence Capital Management
Indiana
$3.78M – – –
Daiwa Securities Group
683
Daiwa Securities Group
Japan
$3.77M -$63.3K -500 -2%
SLF
684
Sun Life Financial
Ontario, Canada
$3.77M -$366K -2,891 -9%
SFSG
685
Stearns Financial Services Group
North Carolina
$3.76M +$55.9K +442 +2%
AIA
686
Alerus Investment Advisors
Minnesota
$3.75M +$45.9K +363 +1%
WKWM
687
Walter & Keenan Wealth Management
Indiana
$3.73M +$19K +150 +0.5%
CO
688
Caldwell & Orkin
Georgia
$3.73M +$2.42M +19,100 +184%
FA
689
FDx Advisors
Illinois
$3.68M +$532K +4,205 +17%
SI
690
Stephens Inc
Arkansas
$3.68M +$38.7K +306 +1%
AWM
691
Avior Wealth Management
Nebraska
$3.66M +$378K +2,985 +11%
MPAM
692
Murphy Pohlad Asset Management
Minnesota
$3.66M +$237K +1,875 +7%
NL
693
NWAM LLC
Washington
$3.65M +$22K +174 +0.6%
RMC
694
Regis Management Company
California
$3.65M +$60.4K +477 +2%
MYLI
695
Meiji Yasuda Life Insurance
Japan
$3.64M +$250K +1,973 +7%
KS
696
Karpas Strategies
Connecticut
$3.63M – – –
GE
697
General Electric
Ohio
$3.63M – – –
BPM
698
Bowling Portfolio Management
Ohio
$3.59M +$30.9K +244 +0.9%
BFIM
699
Beese Fulmer Investment Management
Ohio
$3.56M +$32.5K +257 +0.9%
RP
700
Reinhart Partners
Wisconsin
$3.55M -$1M -7,912 -22%
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