BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
2
State Street
State Street
Massachusetts
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$140M
4
GIM
Greylin Investment Management
Virginia
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$98.7M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$593M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$175M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$65M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
901
BOK Financial Private Wealth
Colorado
$1.47M -$14.8K -125 -1%
DCM
902
Dupont Capital Management
Delaware
$1.45M -$312K -2,635 -18%
OAC
903
OMERS Administration Corp
Ontario, Canada
$1.45M +$1.45M +12,200 New
BHTS
904
Bar Harbor Trust Services
Maine
$1.44M -$2.96K -25 -0.2%
KFA
905
Kelleher Financial Advisors
New York
$1.44M -$2.37K -20 -0.2%
MWM
906
Modera Wealth Management
New Jersey
$1.43M – – –
CPS
907
Counsel Portfolio Services
Ontario, Canada
$1.42M -$64.6K -545 -4%
PL
908
Plancorp LLC
Missouri
$1.41M +$1.41M +11,902 New
AC
909
Alley Company
Illinois
$1.4M -$8.3K -70 -0.6%
WDA
910
Wendell David Associates
New Hampshire
$1.4M – – –
FNT
911
First National Trust
Pennsylvania
$1.4M +$20.6K +174 +1%
ICOA
912
Investment Centers of America
North Dakota
$1.39M -$776K -6,770 -36%
CC
913
Cannell Capital
Wyoming
$1.38M – – –
DWT
914
Dorsey & Whitney Trust
South Dakota
$1.38M -$29.4K -248 -2%
JAFL
915
Jay A. Fishman Ltd
Michigan
$1.37M – – –
MPWT
916
MassMutual Private Wealth & Trust
Connecticut
$1.37M +$1.37M +11,539 New
RHFI
917
Reilly Herbert Faulkner III
$1.36M +$1.36M +11,502 New
FMWA
918
Forvis Mazars Wealth Advisors
Missouri
$1.36M +$12.7K +107 +0.9%
WG
919
Welch Group
Alabama
$1.35M – – –
WIL
920
Winifred I. Li
$1.34M – – –
NC
921
Northpointe Capital
Michigan
$1.34M +$580K +4,890 +77%
BA
922
Boston Advisors
Massachusetts
$1.33M -$626K -5,277 -32%
AAM
923
Advisors Asset Management
Colorado
$1.33M -$57.4K -484 -4%
SFG
924
SNS Financial Group
Minnesota
$1.32M +$828K +6,984 +168%
IAM
925
Integre Asset Management
New York
$1.32M – – –
35 36
37
38 39