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 %
NL
851
NWAM LLC
Washington
$2.52M -$944K -6,289 -27%
CA
852
Cullinan Associates
Kentucky
$2.52M – – –
ASC
853
Atalanta Sosnoff Capital
New York
$2.51M -$7.51K -50 -0.3%
PNC
854
Park National Corp
Ohio
$2.5M -$110K -732 -4%
PAI
855
Pittenger & Anderson Inc
Nebraska
$2.5M +$359K +2,389 +17%
MYAM
856
Meiji Yasuda Asset Management
Japan
$2.5M -$40.5K -270 -2%
MHIM
857
MacNealy Hoover Investment Management
Ohio
$2.48M -$253K -1,685 -9%
EPM
858
Equitec Proprietary Markets
Illinois
$2.47M +$2.47M +16,462 New
RJT
859
Raymond James Trust
Florida
$2.47M +$124K +829 +5%
KCPG
860
Kavar Capital Partners Group
Kansas
$2.46M – – –
RHJA
861
Rice Hall James & Associates
California
$2.46M – – –
FGP
862
Foyston, Gordon, & Payne
Ontario, Canada
$2.45M – – –
SCM
863
Shelton Capital Management
Colorado
$2.44M +$218K +1,449 +10%
DHFB
864
Dixon Hubard Feinour & Brown
Virginia
$2.43M -$180K -1,200 -7%
FLPIM
865
F.L. Putnam Investment Management
Massachusetts
$2.42M -$106K -705 -4%
CCM
866
Compton Capital Management
Rhode Island
$2.42M -$7.51K -50 -0.3%
BCM
867
Blume Capital Management
California
$2.41M +$82.6K +550 +4%
CIM
868
CenturyLink Investment Management
Colorado
$2.4M +$148K +983 +7%
SS
869
Sunbelt Securities
Texas
$2.37M +$2.37M +15,765 New
WA
870
Wealth Architects
California
$2.35M +$2.35M +15,665 New
P
871
Pitcairn
Pennsylvania
$2.35M +$60.4K +402 +3%
JWM
872
Jackson Wealth Management
Florida
$2.34M +$2.34M +15,580 New
1SB
873
1ST Source Bank
Indiana
$2.33M – – –
HPBT
874
High Point Bank & Trust
North Carolina
$2.31M -$75.1K -500 -3%
GWCM
875
Godshalk Welsh Capital Management
Pennsylvania
$2.3M +$2.3M +15,312 New
33 34
35
36 37