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 %
WT
901
Washington Trust
Rhode Island
$1.61M -$4.43K -35 -0.3%
CA
902
Cullinan Associates
Kentucky
$1.59M -$373K -3,335 -19%
WTIM
903
Wilmington Trust Investment Management
Delaware
$1.59M -$392K -3,100 -20%
FNT
904
First National Trust
Pennsylvania
$1.58M +$101K +800 +7%
ACM
905
Azimuth Capital Management
Michigan
$1.57M +$424K +3,351 +37%
WC
906
Woodstock Corp
Massachusetts
$1.57M -$38K -300 -2%
BCM
907
BTR Capital Management
California
$1.56M -$31.6K -250 -2%
KFA
908
Kelleher Financial Advisors
New York
$1.56M -$1.9K -15 -0.1%
TCM
909
Tradition Capital Management
New Jersey
$1.54M +$690K +5,450 +81%
CCM
910
Condor Capital Management
New Jersey
$1.53M -$47.6K -376 -3%
BFPW
911
BOK Financial Private Wealth
Colorado
$1.52M -$42.4K -335 -3%
BIM
912
Baldwin Investment Management
Pennsylvania
$1.52M -$235K -1,855 -13%
SWA
913
SFMG Wealth Advisors
Texas
$1.52M +$2.28K +18 +0.2%
AWA
914
Arete Wealth Advisors
Illinois
$1.51M -$376K -2,969 -20%
RHFI
915
Reilly Herbert Faulkner III
$1.5M +$14.7K +116 +1%
SCA
916
Secor Capital Advisors
New York
$1.5M +$1.5M +11,830 New
WDA
917
Wendell David Associates
New Hampshire
$1.49M – – –
Mirae Asset Global Investments
918
Mirae Asset Global Investments
South Korea
$1.48M -$28.4K -224 -2%
CC
919
Cannell Capital
Wyoming
$1.47M – – –
EA
920
Emerald Advisers
Pennsylvania
$1.46M -$138K -1,091 -9%
IAM
921
Integre Asset Management
New York
$1.46M – – –
SSB
922
Sandy Spring Bank
Maryland
$1.46M -$31.6K -250 -2%
LW
923
Linscomb Wealth
Texas
$1.45M +$254K +2,005 +21%
MIAN
924
Mariner Independent Advisor Network
Kansas
$1.44M +$1.44M +11,409 New
FNB
925
First Niagara Bank
New York
$1.44M -$66.4K -525 -4%
35 36
37
38 39