BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
776
Waldron Private Wealth
Pennsylvania
$3.2M +$3.2M +7,081 New
CT
777
Coastline Trust
Rhode Island
$3.19M -$88.7K -615 -3%
MIP
778
Marietta Investment Partners
Wisconsin
$3.18M – – –
LFR
779
Lehman Financial Resources
Pennsylvania
$3.18M +$180K +1,250 +6%
HT
780
HighTower Trust
Texas
$3.17M – – –
TCM
781
Telos Capital Management
California
$3.16M +$283K +1,960 +10%
DIA
782
Denver Investment Advisors
Colorado
$3.16M – – –
ACP
783
Aviance Capital Partners
Florida
$3.15M +$160K +1,106 +5%
HCP
784
Holt Capital Partners
Texas
$3.14M -$68.5K -475 -2%
AAM
785
Auxier Asset Management
Oregon
$3.13M -$28.9K -200 -0.9%
SNBOSD
786
Security National Bank of So Dak
Iowa
$3.13M -$34.6K -240 -1%
KIA
787
KCM Investment Advisors
California
$3.13M +$41.4K +287 +1%
FFH
788
Fairfax Financial Holdings
Ontario, Canada
$3.11M -$434K -3,000 -12%
CPIG
789
Chicago Partners Investment Group
Illinois
$3.1M -$138K -916 -4%
Carson Wealth (CWM LLC)
790
Carson Wealth (CWM LLC)
Nebraska
$3.1M +$132K +913 +4%
OWD
791
Osborn Williams & Donohoe
Ohio
$3.08M +$14.4K +100 +0.5%
BRM
792
Boston Research & Management
Massachusetts
$3.08M +$148K +1,025 +5%
EWM
793
Elite Wealth Management
Washington
$3.08M +$1.27M +8,800 +70%
NAMA
794
Nikko Asset Management Americas
New York
$3.05M +$2.15M +14,700 +237%
WKWM
795
Walter & Keenan Wealth Management
Indiana
$3.03M – – –
PFA
796
Paradigm Financial Advisors
Missouri
$3.03M +$43.3K +300 +1%
AAMU
797
AEGON Asset Management (UK)
United Kingdom
$3.02M +$3.02M +20,892 New
FHC
798
First Houston Capital
Texas
$3M +$57.7K +400 +2%
BAC
799
Boys Arnold & Co
North Carolina
$2.99M +$14.4K +100 +0.5%
SACTSONJ
800
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.97M – – –
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