BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
2
State Street
State Street
Massachusetts
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$140M
4
GIM
Greylin Investment Management
Virginia
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$98.7M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$593M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$175M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$65M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
776
SII Investments
Wisconsin
$2.35M -$301K -2,529 -11%
S
777
SignatureFD
Georgia
$2.33M -$321K -2,705 -12%
BRM
778
Boston Research & Management
Massachusetts
$2.31M +$10.4K +88 +0.5%
TWA
779
TCI Wealth Advisors
Arizona
$2.29M +$96.9K +817 +4%
DPIM
780
Duff & Phelps Investment Management
Illinois
$2.28M +$104K +880 +5%
HCM
781
Highlander Capital Management
New Jersey
$2.27M +$119K +1,000 +6%
WB
782
WesBanco Bank
West Virginia
$2.27M +$33.2K +280 +1%
Jones Financial Companies
783
Jones Financial Companies
Missouri
$2.26M +$5.81K +49 +0.3%
CIM
784
Corda Investment Management
Texas
$2.26M -$160K -1,350 -7%
BFC
785
Blue Fin Capital
Rhode Island
$2.25M +$2.25M +18,989 New
GAM
786
Griffin Asset Management
New York
$2.25M -$58.1K -490 -3%
DHFB
787
Dixon Hubard Feinour & Brown
Virginia
$2.24M – – –
CA
788
Capital Advantage
California
$2.23M +$2.23M +18,814 New
AFIA
789
America First Investment Advisors
Nebraska
$2.21M -$10.7K -90 -0.5%
TIM
790
Tortoise Investment Management
New York
$2.21M – – –
MCM
791
Munder Capital Management
Michigan
$2.2M +$2.2M +18,560 New
Envestnet Asset Management
792
Envestnet Asset Management
Illinois
$2.18M -$2.15M -18,136 -50%
SCM
793
SKBA Capital Management
California
$2.17M -$785K -6,622 -27%
CT
794
Coastline Trust
Rhode Island
$2.17M – – –
MHIM
795
MacNealy Hoover Investment Management
Ohio
$2.17M +$2.17M +18,285 New
TAM
796
Tealwood Asset Management
Minnesota
$2.17M -$56.9K -480 -3%
CL
797
CSS LLC
Illinois
$2.15M +$2.15M +18,166 New
WHG
798
Westwood Holdings Group
Texas
$2.15M +$569K +4,800 +36%
TAM
799
Taurus Asset Management
New York
$2.14M +$148K +1,250 +7%
WPP
800
Whalerock Point Partners
Rhode Island
$2.13M +$2.13M +17,999 New
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