BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.68%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$123M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
876
Richard Bernstein Advisors
New York
$1.8M – – –
SWP
877
Stratos Wealth Partners
Ohio
$1.79M +$1.79M +14,138 New
CS
878
Cannell & Spears
New York
$1.78M +$101K +800 +6%
LNB
879
Ledyard National Bank
$1.78M +$15.7K +124 +0.9%
BA
880
Bard Associates
Illinois
$1.77M -$22.2K -175 -1%
MWAC
881
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.77M +$824K +6,513 +87%
CIC
882
Crawford Investment Counsel
Georgia
$1.76M -$50.6K -400 -3%
BTW
883
Boston Trust Walden
Massachusetts
$1.76M – – –
TSW
884
Thompson Siegel & Walmsley
Virginia
$1.75M -$84.7K -669 -5%
CONA
885
Capital One National Association
New York
$1.74M -$47.1K -372 -3%
UR
886
USCA RIA
Texas
$1.72M +$79.9K +631 +5%
CC
887
Columbia Capital
California
$1.72M – – –
CL
888
Choreo LLC
Illinois
$1.71M -$62K -490 -4%
ACI
889
Advance Capital I
Michigan
$1.7M +$1.7M +13,400 New
GIS
890
Guardian Investor Services
New York
$1.7M -$61.9K -489 -4%
HSA
891
HBK Sorce Advisory
Pennsylvania
$1.69M -$57.7K -456 -3%
ASC
892
Atalanta Sosnoff Capital
New York
$1.68M +$1.17M +9,250 +231%
BAM
893
Berkshire Asset Management
Pennsylvania
$1.68M – – –
SIMM
894
Stillwater Investment Management (Minnesota)
Minnesota
$1.67M -$6.33K -50 -0.4%
BUB
895
BBVA USA Bancshares
Texas
$1.67M -$10.5K -83 -0.6%
PMFA
896
Plante Moran Financial Advisors
Michigan
$1.66M +$60.1K +475 +4%
WA
897
WFG Advisors
Texas
$1.65M +$69K +545 +4%
GIA
898
Guyasuta Investment Advisors
Pennsylvania
$1.63M +$24K +190 +1%
KC
899
Kingfisher Capital
North Carolina
$1.62M -$23.4K -185 -1%
DAM
900
Delta Asset Management
Tennessee
$1.61M +$25.3K +200 +2%
34 35
36
37 38