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 %
CIM
801
CenturyLink Investment Management
Colorado
$2.11M -$202K -1,704 -9%
KIA
802
KCM Investment Advisors
California
$2.11M -$44.5K -375 -2%
PFA
803
Paradigm Financial Advisors
Missouri
$2.08M +$2.08M +17,564 New
FHC
804
First Houston Capital
Texas
$2.08M -$5.93K -50 -0.3%
TCP
805
TAMRO Capital Partners
Virginia
$2.07M -$267K -2,251 -11%
Dodge & Cox
806
Dodge & Cox
California
$2.07M – – –
BCM
807
Blume Capital Management
California
$2.07M +$2.07M +17,436 New
MYAM
808
Meiji Yasuda Asset Management
Japan
$2.06M +$287K +2,423 +16%
ZIM
809
Zacks Investment Management
Illinois
$2.05M +$1.38M +11,679 +208%
CCT
810
Chemung Canal Trust
New York
$2.05M -$8.89K -75 -0.4%
BAC
811
Boys Arnold & Co
North Carolina
$2.04M +$1.78K +15 +0.1%
BWAM
812
Boyd Watterson Asset Management
Ohio
$2.02M – – –
BP
813
Ballentine Partners
Massachusetts
$2.02M -$25K -211 -1%
GP
814
GLG Partners
United Kingdom
$2.02M +$474K +4,000 +31%
SLA
815
Silver Lake Advisory
Utah
$2.02M +$2.02M +17,004 New
CCM
816
Compton Capital Management
Rhode Island
$2.01M – – –
BOS
817
Bingham Osborn & Scarborough
California
$2.01M +$174K +1,466 +9%
BCM
818
Bares Capital Management
Texas
$2M -$2.96K -25 -0.1%
JIC
819
Joel Isaacson & Co
New York
$2M +$593K +5,000 +42%
ACM
820
Ashford Capital Management
Delaware
$2M – – –
PSI
821
Pinnacle Summer Investments
Virginia
$1.99M -$48.8K -412 -2%
PAI
822
Pittenger & Anderson Inc
Nebraska
$1.98M +$506K +4,265 +34%
PNC
823
Park National Corp
Ohio
$1.97M -$16.8K -142 -0.8%
BCM
824
Beddow Capital Management
Wyoming
$1.97M +$1.97M +16,645 New
KCPG
825
Kavar Capital Partners Group
Kansas
$1.97M +$1.97M +16,608 New
31 32
33
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