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 %
AP
876
Advisor Partners
California
$2.16M +$67.7K +515 +3%
WA
877
WFG Advisors
Texas
$2.15M +$514K +3,941 +31%
RHJA
878
Rice Hall James & Associates
California
$2.13M – – –
FGP
879
Foyston, Gordon, & Payne
Ontario, Canada
$2.13M – – –
Dodge & Cox
880
Dodge & Cox
California
$2.13M – – –
RA
881
Royce & Associates
New York
$2.11M +$2.11M +16,200 New
PAMG
882
Patton Albertson Miller Group
Tennessee
$2.11M -$223K -1,713 -10%
FLPIM
883
F.L. Putnam Investment Management
Massachusetts
$2.1M +$143K +1,100 +7%
OWD
884
Osborn Williams & Donohoe
Ohio
$2.1M -$13K -100 -0.6%
DG
885
Davidson & Garrard
Virginia
$2.1M +$480K +3,685 +30%
BCM
886
Boyle Capital Management
Iowa
$2.1M +$462K +3,541 +28%
VIA
887
Vident Investment Advisory
Georgia
$2.09M +$2.04M +15,649 +3,942%
NCM
888
Northside Capital Management
Oregon
$2.09M -$54.8K -420 -3%
BCM
889
Brookstone Capital Management
Illinois
$2.07M -$201K -1,538 -9%
DAM
890
Delta Asset Management
Tennessee
$2.07M +$137K +1,049 +7%
GIA
891
GHP Investment Advisors
Colorado
$2.07M +$97.8K +750 +5%
1SB
892
1ST Source Bank
Indiana
$2.07M +$34.2K +262 +2%
SFM
893
Signature Financial Management
Virginia
$2.06M -$81.8K -627 -4%
DAM
894
Deltec Asset Management
New York
$2.06M +$2.06M +15,801 New
P
895
Pitcairn
Pennsylvania
$2.05M +$38.9K +298 +2%
HPBT
896
High Point Bank & Trust
North Carolina
$2.03M +$19.6K +150 +1%
SSI
897
Scott & Selber Inc
Texas
$2.01M +$2.01M +15,443 New
BCM
898
Blume Capital Management
California
$2.01M – – –
LCS
899
Levin Capital Strategies
New York
$2M – – –
WA
900
Wealth Architects
California
$2M +$4.82K +37 +0.2%
34 35
36
37 38