BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.05%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
State Street
State Street
Massachusetts
+$298M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
BIT
BlackRock Institutional Trust
California
+$132M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$630M
2
Goldman Sachs
Goldman Sachs
New York
-$200M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$114M
5
Northern Trust
Northern Trust
Illinois
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
901
Kingfisher Capital
North Carolina
$1.73M -$41.4K -300 -2%
KFA
902
Kelleher Financial Advisors
New York
$1.72M – – –
SSB
903
Sandy Spring Bank
Maryland
$1.72M +$125K +906 +8%
WC
904
Woodstock Corp
Massachusetts
$1.71M – – –
SCM
905
Sterling Capital Management
North Carolina
$1.7M +$336K +2,435 +25%
WT
906
Washington Trust
Rhode Island
$1.69M -$62.8K -455 -4%
BCM
907
BTR Capital Management
California
$1.68M -$20.7K -150 -1%
FNB
908
First Niagara Bank
New York
$1.67M +$96.7K +700 +6%
FNT
909
First National Trust
Pennsylvania
$1.67M -$56.9K -412 -3%
RHFI
910
Reilly Herbert Faulkner III
$1.66M +$24.9K +180 +2%
CCM
911
Condor Capital Management
New Jersey
$1.65M -$23.6K -171 -1%
SA
912
SRH Advisors
Kansas
$1.64M +$196K +1,415 +14%
BFPW
913
BOK Financial Private Wealth
Colorado
$1.64M -$26.9K -195 -2%
BIM
914
Baldwin Investment Management
Pennsylvania
$1.63M -$27.6K -200 -2%
WDA
915
Wendell David Associates
New Hampshire
$1.63M +$6.9K +50 +0.4%
AWA
916
Arete Wealth Advisors
Illinois
$1.62M -$25.4K -184 -2%
AW
917
ACG Wealth
Georgia
$1.62M +$398K +2,880 +33%
CC
918
Cannell Capital
Wyoming
$1.61M – – –
IAM
919
Integre Asset Management
New York
$1.61M +$11.9K +86 +0.7%
Mirae Asset Global Investments
920
Mirae Asset Global Investments
South Korea
$1.6M -$6.36K -46 -0.4%
LW
921
Linscomb Wealth
Texas
$1.58M – – –
EWM
922
Elite Wealth Management
Washington
$1.58M +$622K +4,504 +65%
DAM
923
Delta Asset Management
Tennessee
$1.57M -$184K -1,334 -10%
SWA
924
SFMG Wealth Advisors
Texas
$1.57M -$85.8K -621 -5%
MCM
925
Matarin Capital Management
New York
$1.57M – – –
35 36
37
38 39