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 %
MPAM
726
Murphy Pohlad Asset Management
Minnesota
$3.75M +$35.6K +273 +1%
EVM
727
Evelyn V. Moreno
$3.75M -$62.3K -478 -2%
SAM
728
Summit Asset Management
Tennessee
$3.71M +$267K +2,050 +8%
KJHP
729
K.J. Harrison & Partners
Ontario, Canada
$3.66M – – –
CCP
730
Centaur Capital Partners
Texas
$3.65M +$326K +2,500 +10%
SS
731
Sunbelt Securities
Texas
$3.65M +$1.24M +9,543 +52%
SWA
732
SFMG Wealth Advisors
Texas
$3.65M +$1.4M +10,728 +62%
BFM
733
Boston Financial Management
Massachusetts
$3.62M -$49.6K -380 -1%
AHS
734
Aspiriant Holdings S3
California
$3.61M -$279K -2,140 -7%
KS
735
Karpas Strategies
Connecticut
$3.6M -$6.52K -50 -0.2%
AFWA
736
Ancora Family Wealth Advisors
Ohio
$3.59M +$3.59M +27,532 New
BOTW
737
Bank of the West
California
$3.59M +$312K +2,392 +10%
WJA
738
Williams Jones & Associates
New York
$3.57M -$38.5K -295 -1%
RMC
739
Regis Management Company
California
$3.56M -$183K -1,402 -5%
OTPPB
740
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.55M -$39.2M -300,274 -92%
PSI
741
Pinnacle Summer Investments
Virginia
$3.5M +$2.04M +15,676 +140%
FB
742
Fulton Bank
Pennsylvania
$3.48M +$142K +1,092 +4%
BHWM
743
Bar Harbor Wealth Management
New Hampshire
$3.48M +$81.9K +628 +2%
HC
744
HHG & Company
Connecticut
$3.46M +$422K +3,236 +14%
Daiwa Securities Group
745
Daiwa Securities Group
Japan
$3.46M +$78.2K +600 +2%
FNBT
746
FineMark National Bank & Trust
Florida
$3.45M +$368K +2,825 +12%
SHCM
747
Stokes & Hubbell Capital Management
Louisiana
$3.45M +$3.45M +26,469 New
BPM
748
Bowling Portfolio Management
Ohio
$3.43M +$18.8K +144 +0.5%
RIA
749
Regal Investment Advisors
Michigan
$3.43M +$20.2K +155 +0.6%
AF
750
Aldebaran Financial
$3.42M -$2.61K -20 -0.1%
28 29
30
31 32