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 %
AAM
826
AR Asset Management
California
$2.61M – – –
SIG
827
Schooner Investment Group
Pennsylvania
$2.6M -$1.23M -9,500 -32%
IH
828
IFC Holdings
Florida
$2.6M -$48.2K -373 -2%
TWA
829
TCI Wealth Advisors
Arizona
$2.59M -$58.8K -451 -2%
CL
830
CSS LLC
Illinois
$2.56M +$196K +1,500 +8%
CNFG
831
Creegan & Nassoura Financial Group
New Hampshire
$2.56M +$600K +4,600 +31%
BFC
832
Blue Fin Capital
Rhode Island
$2.56M +$58.7K +450 +2%
AAMU
833
AEGON Asset Management (UK)
United Kingdom
$2.55M – – –
PA
834
Pinnacle Associates
New York
$2.54M +$67.4K +517 +3%
HCM
835
Highlander Capital Management
New Jersey
$2.54M – – –
DIA
836
Denver Investment Advisors
Colorado
$2.53M -$326K -2,500 -11%
MCTIC
837
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.51M -$6.52K -50 -0.3%
FHC
838
First Houston Capital
Texas
$2.49M -$222K -1,700 -8%
TIM
839
Tortoise Investment Management
New York
$2.49M -$4.56K -35 -0.2%
MCM
840
Millie Capital Management
California
$2.48M -$23K -176 -0.9%
MYAM
841
Meiji Yasuda Asset Management
Japan
$2.48M +$91.9K +705 +4%
ZIM
842
Zacks Investment Management
Illinois
$2.48M -$171K -1,310 -6%
TAM
843
Tealwood Asset Management
Minnesota
$2.47M -$2.61K -20 -0.1%
WIC
844
Woodmont Investment Counsel
Tennessee
$2.46M -$50K -383 -2%
WB
845
WesBanco Bank
West Virginia
$2.46M +$9.13K +70 +0.4%
RJT
846
Raymond James Trust
Florida
$2.45M +$67.4K +517 +3%
HT
847
HighTower Trust
Texas
$2.45M -$313K -2,400 -11%
ECM
848
EagleClaw Capital Management
Massachusetts
$2.45M – – –
ASN
849
Advisory Services Network
Georgia
$2.44M +$829K +6,369 +52%
GWM
850
Gupta Wealth Management
California
$2.44M +$343K +2,631 +16%
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