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 %
Macquarie Group
751
Macquarie Group
Australia
$3.39M – – –
PWW
752
Pettyjohn Wood & White
Virginia
$3.38M -$29.9K -229 -0.9%
TIC
753
Trees Investment Counsel
Illinois
$3.37M -$13K -100 -0.4%
TWA
754
Tillar-Wenstrup Advisors
Ohio
$3.36M -$57.9K -444 -2%
EFS
755
Essex Financial Services
Connecticut
$3.31M +$81K +621 +3%
GIM
756
Grassi Investment Management
California
$3.3M -$587K -4,500 -15%
CIC
757
Chilton Investment Company
Connecticut
$3.3M – – –
CFA
758
Cahill Financial Advisors
Minnesota
$3.29M -$49.3K -378 -1%
ZF
759
Zhang Financial
Michigan
$3.28M -$27.6K -212 -0.8%
BCM
760
Beddow Capital Management
Wyoming
$3.27M -$39.1K -300 -1%
FAT
761
First American Trust
California
$3.26M +$49.9K +383 +2%
NFG
762
Next Financial Group
Texas
$3.25M -$160K -1,226 -5%
CA
763
Cambridge Advisors
Nebraska
$3.25M +$91.2K +699 +3%
Jennison Associates
764
Jennison Associates
New York
$3.22M +$129K +993 +4%
SCM
765
Summit Capital Management
Washington
$3.22M +$1.68M +12,910 +110%
HIM
766
Harbour Investment Management
Washington
$3.21M +$25.4K +195 +0.8%
NAM
767
North American Management
Massachusetts
$3.21M +$516K +3,955 +19%
HIMC
768
Heritage Investors Management Corp
Maryland
$3.2M -$13K -100 -0.4%
MCM
769
Maryland Capital Management
Maryland
$3.2M – – –
Jones Financial Companies
770
Jones Financial Companies
Missouri
$3.19M +$1.84M +14,111 +137%
MA
771
Montag & Associates
Georgia
$3.18M +$159K +1,220 +5%
PAM
772
Private Asset Management
California
$3.16M +$112K +860 +4%
CPIG
773
Chicago Partners Investment Group
Illinois
$3.16M +$347K +2,660 +12%
RBA
774
Richard Bernstein Advisors
New York
$3.14M +$1.28M +9,838 +69%
SCM
775
Sterling Capital Management
North Carolina
$3.12M +$54.8K +420 +2%
29 30
31
32 33