BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
776
North American Management
Massachusetts
$3.26M +$3.75K +25 +0.1%
CPIG
777
Chicago Partners Investment Group
Illinois
$3.24M +$3.24M +21,559 New
AF
778
Aldebaran Financial
$3.23M +$15K +100 +0.5%
SLF
779
Sun Life Financial
Ontario, Canada
$3.22M -$451K -3,004 -12%
Lord, Abbett & Co
780
Lord, Abbett & Co
New Jersey
$3.21M -$225K -1,500 -7%
KIA
781
KCM Investment Advisors
California
$3.21M +$193K +1,284 +6%
OWD
782
Osborn Williams & Donohoe
Ohio
$3.19M -$120K -800 -4%
GAM
783
Griffin Asset Management
New York
$3.19M +$212K +1,409 +7%
MWAC
784
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.18M +$11.1K +74 +0.4%
RMDI
785
R.M. Davis Inc
Maine
$3.16M +$264K +1,761 +9%
WKWM
786
Walter & Keenan Wealth Management
Indiana
$3.15M – – –
WIC
787
Woodmont Investment Counsel
Tennessee
$3.15M -$314K -2,089 -9%
KCM
788
Kames Capital Management
United Kingdom
$3.14M – – –
LFR
789
Lehman Financial Resources
Pennsylvania
$3.12M -$67.6K -450 -2%
ACP
790
Aviance Capital Partners
Florida
$3.12M +$32.3K +215 +1%
PFA
791
Paradigm Financial Advisors
Missouri
$3.1M +$224K +1,490 +8%
BAC
792
Boys Arnold & Co
North Carolina
$3.1M +$120K +800 +4%
SACTSONJ
793
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.09M – – –
Jones Financial Companies
794
Jones Financial Companies
Missouri
$3.09M -$56.6K -377 -2%
Carson Wealth (CWM LLC)
795
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$628K +4,186 +26%
SI
796
Sentry Investments
Ontario, Canada
$3.07M +$405K +2,695 +15%
FHC
797
First Houston Capital
Texas
$3.06M +$105K +700 +4%
GIP
798
Granite Investment Partners
California
$3.05M – – –
KCM
799
Karp Capital Management
California
$3.05M +$3.05M +20,320 New
BRM
800
Boston Research & Management
Massachusetts
$3.05M +$12K +80 +0.4%
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