BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.05B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
4
Fidelity International
Fidelity International
Bermuda
+$339M
5
Ameriprise
Ameriprise
Minnesota
+$192M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$433M
2
Prudential Financial
Prudential Financial
New Jersey
-$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$162M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSCI
801
Security National Bank of Sioux City Iowa
Iowa
$2.86M -$12K -92 -0.4%
W
802
Wealthfront
California
$2.86M +$782K +5,996 +38%
SNBOSD
803
Security National Bank of So Dak
Iowa
$2.84M +$3.26K +25 +0.1%
RMAM
804
Raab & Moskowitz Asset Management
New Jersey
$2.84M +$163K +1,250 +6%
BHA
805
Beech Hill Advisors
New York
$2.84M +$2.84M +21,740 New
AAM
806
Auxier Asset Management
Oregon
$2.83M +$22.8K +175 +0.8%
FFH
807
Fairfax Financial Holdings
Ontario, Canada
$2.79M – – –
JAM
808
Jolley Asset Management
North Carolina
$2.77M +$2.68M +20,578 +3,071%
WPP
809
Whalerock Point Partners
Rhode Island
$2.75M +$448K +3,439 +20%
BAC
810
Boys Arnold & Co
North Carolina
$2.74M -$35.2K -270 -1%
RMDI
811
R.M. Davis Inc
Maine
$2.74M +$203K +1,557 +8%
NAM
812
NorthCoast Asset Management
Connecticut
$2.73M +$75.6K +580 +3%
ST
813
Smithfield Trust
Pennsylvania
$2.73M -$143K -1,100 -5%
KCPG
814
Kavar Capital Partners Group
Kansas
$2.72M +$512K +3,927 +23%
GIP
815
Granite Investment Partners
California
$2.7M – – –
PFM
816
PacWest Financial Management
Arizona
$2.7M +$43.7K +335 +2%
NAMA
817
Nikko Asset Management Americas
New York
$2.69M – – –
HCP
818
Holt Capital Partners
Texas
$2.69M +$20.9K +160 +0.8%
CF
819
CenterStar Fund
Illinois
$2.69M -$51K – –
SACTSONJ
820
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.68M – – –
MSFP
821
Mark Sheptoff Financial Planning
Connecticut
$2.67M -$652 -5 -0%
AT
822
Arden Trust
Delaware
$2.66M +$681K +5,225 +34%
PWM
823
Perigon Wealth Management
California
$2.65M +$10.8K +83 +0.4%
BOS
824
Bingham Osborn & Scarborough
California
$2.65M – – –
Carson Wealth (CWM LLC)
825
Carson Wealth (CWM LLC)
Nebraska
$2.64M -$24K -184 -0.9%
31 32
33
34 35