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 %
WC
801
Whitnell & Co
Illinois
$3.03M +$56.3K +375 +2%
PFM
802
PacWest Financial Management
Arizona
$3.03M -$121K -805 -4%
PWM
803
Perigon Wealth Management
California
$3.02M +$4.65K +31 +0.2%
AAM
804
AR Asset Management
California
$3.01M – – –
AC
805
Alleghany Corporation
New York
$3M – – –
TIM
806
Tortoise Investment Management
New York
$3M -$21.5K -143 -0.7%
TCM
807
Telos Capital Management
California
$2.99M +$22.5K +150 +0.8%
RCG
808
Ruggie Capital Group
Florida
$2.97M +$2.97M +20,185 New
III
809
Independent Investors Inc
New York
$2.95M -$61.3K -408 -2%
UFF
810
USA Financial Formulas
Michigan
$2.91M +$2.91M +19,362 New
IH
811
IFC Holdings
Florida
$2.89M +$169K +1,116 +6%
CIM
812
Corda Investment Management
Texas
$2.88M -$80.6K -537 -3%
ECM
813
EagleClaw Capital Management
Massachusetts
$2.87M -$30K -200 -1%
TWA
814
TCI Wealth Advisors
Arizona
$2.87M +$89.7K +597 +3%
MCTIC
815
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.86M -$90.1K -600 -3%
OIM
816
Orca Investment Management
Oregon
$2.86M -$60.8K -405 -2%
WB
817
WesBanco Bank
West Virginia
$2.86M +$143K +950 +5%
TAM
818
Taurus Asset Management
New York
$2.86M +$189K +1,260 +7%
BFC
819
Blue Fin Capital
Rhode Island
$2.85M -$7.51K -50 -0.3%
AMIM
820
Aull & Monroe Investment Management
Alabama
$2.84M -$105K -700 -4%
BA
821
Boston Advisors
Massachusetts
$2.84M +$1.31M +8,742 +86%
NCM
822
Northside Capital Management
Oregon
$2.83M +$2.83M +18,845 New
BOS
823
Bingham Osborn & Scarborough
California
$2.82M +$60.1K +400 +2%
HCM
824
Highlander Capital Management
New Jersey
$2.8M +$30K +200 +1%
PA
825
Pinnacle Associates
New York
$2.8M -$98.2K -654 -3%
31 32
33
34 35