BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
901
Ronald Blue & Co
Georgia
$2.11M +$1.5K +10 +0.1%
PMFA
902
Plante Moran Financial Advisors
Michigan
$2.11M -$117K -780 -5%
BA
903
Bard Associates
Illinois
$2.1M – – –
WHG
904
Westwood Holdings Group
Texas
$2.09M -$294K -1,960 -12%
BTW
905
Boston Trust Walden
Massachusetts
$2.09M – – –
AP
906
Advisor Partners
California
$2.09M +$2.09M +13,900 New
LIM
907
Leavell Investment Management
Alabama
$2.08M +$1.24M +8,230 +146%
ARMC
908
American Research & Management Company
Massachusetts
$2.08M -$24K -160 -1%
CS
909
Cannell & Spears
New York
$2.08M -$30K -200 -1%
CIC
910
Crawford Investment Counsel
Georgia
$2.07M – – –
BAM
911
Berkshire Asset Management
Pennsylvania
$2.06M +$75.1K +500 +4%
CL
912
Choreo LLC
Illinois
$2.04M +$53.3K +355 +3%
BCM
913
Brookstone Capital Management
Illinois
$2.03M +$479K +3,191 +31%
TSW
914
Thompson Siegel & Walmsley
Virginia
$2.03M -$44.7K -298 -2%
MCM
915
Moore Capital Management
New York
$2.02M +$706K +4,702 +54%
HSA
916
HBK Sorce Advisory
Pennsylvania
$1.99M -$49.6K -330 -2%
SIMM
917
Stillwater Investment Management (Minnesota)
Minnesota
$1.99M -$9.46K -63 -0.5%
WT
918
Washington Trust
Rhode Island
$1.98M +$140K +930 +8%
SFM
919
Signature Financial Management
Virginia
$1.96M -$124K -822 -6%
SSB
920
Sandy Spring Bank
Maryland
$1.96M +$99.9K +665 +5%
KAM
921
Kazazian Asset Management
Florida
$1.91M +$1.91M +12,686 New
GIS
922
Guardian Investor Services
New York
$1.89M -$47.3K -315 -2%
BFPW
923
BOK Financial Private Wealth
Colorado
$1.89M +$107K +715 +6%
Jacobs Levy Equity Management
924
Jacobs Levy Equity Management
New Jersey
$1.88M +$285K +1,900 +18%
KC
925
Kingfisher Capital
North Carolina
$1.88M – – –
35 36
37
38 39