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 %
FTIOP
851
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.42M -$1.52M -11,692 -39%
ECM
852
Evergreen Capital Management
Washington
$2.42M -$2.43M -18,658 -50%
SSB
853
Sandy Spring Bank
Maryland
$2.41M +$235K +1,799 +11%
CIM
854
Corda Investment Management
Texas
$2.41M – – –
GIA
855
Guyasuta Investment Advisors
Pennsylvania
$2.4M +$20.9K +160 +0.9%
Wealth Enhancement Advisory Services
856
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$256K +1,912 +12%
TAM
857
Taurus Asset Management
New York
$2.35M – – –
JIC
858
Joel Isaacson & Co
New York
$2.31M – – –
ST
859
Spinnaker Trust
Maine
$2.29M +$995K +7,633 +77%
FNT
860
First National Trust
Pennsylvania
$2.28M +$56.7K +435 +3%
CT
861
Chicago Trust
Illinois
$2.27M +$45.1K +346 +2%
RRAM
862
River Road Asset Management
Kentucky
$2.27M +$2.27M +17,400 New
OIM
863
Orca Investment Management
Oregon
$2.26M -$269K -2,066 -11%
CA
864
Capital Advantage
California
$2.25M +$1.83K +14 +0.1%
MHIM
865
MacNealy Hoover Investment Management
Ohio
$2.24M -$8.48K -65 -0.4%
BP
866
Ballentine Partners
Massachusetts
$2.24M +$39.8K +305 +2%
AFIA
867
America First Investment Advisors
Nebraska
$2.24M +$163K +1,249 +8%
BWAM
868
Boyd Watterson Asset Management
Ohio
$2.23M – – –
NG
869
NatWest Group
United Kingdom
$2.22M -$284K -2,176 -11%
AMIM
870
Aull & Monroe Investment Management
Alabama
$2.21M -$30.8K -236 -1%
VFA
871
Voya Financial Advisors
Connecticut
$2.19M +$328K +2,547 +18%
TCOO
872
Trust Company of Oklahoma
Oklahoma
$2.19M +$29.3K +225 +1%
GAM
873
Griffin Asset Management
New York
$2.18M +$156K +1,196 +8%
BAM
874
Berkshire Asset Management
Pennsylvania
$2.17M +$115K +880 +6%
III
875
Independent Investors Inc
New York
$2.16M -$13K -100 -0.6%
33 34
35
36 37