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 %
BSW
926
Buckingham Strategic Wealth
Missouri
$1.32M +$28K +236 +2%
ISB
927
Iowa State Bank
Iowa
$1.31M – – –
ONB
928
Old National Bancorp
Indiana
$1.31M +$2.85K +24 +0.2%
AMM
929
American Money Management
California
$1.31M +$1.31M +11,036 New
TIA
930
Tiemann Investment Advisors
California
$1.31M +$1.31M +11,010 New
BM
931
Bislett Management
California
$1.3M – – –
SWA
932
SFMG Wealth Advisors
Texas
$1.3M -$113K -950 -8%
CT
933
Cambridge Trust
Massachusetts
$1.3M -$9.01K -76 -0.7%
WSCM
934
Wellington Shields Capital Management
New York
$1.3M -$5.57K -47 -0.4%
EIM
935
Emerson Investment Management
Massachusetts
$1.3M – – –
OC
936
Oarsman Capital
Wisconsin
$1.3M +$25.5K +215 +2%
IMOV
937
Investment Management of Virginia
Virginia
$1.28M +$21.3K +180 +2%
SA
938
SRH Advisors
Kansas
$1.28M +$1.28M +10,754 New
FWM
939
Focused Wealth Management
New York
$1.27M +$361K +3,044 +40%
NIM
940
NuWave Investment Management
New Jersey
$1.27M +$454K +3,831 +56%
IIM
941
Intact Investment Management
Quebec, Canada
$1.26M +$124K +1,050 +11%
SSB
942
Sandy Spring Bank
Maryland
$1.26M +$130K +1,100 +12%
Lord, Abbett & Co
943
Lord, Abbett & Co
New Jersey
$1.23M -$427K -3,600 -26%
B
944
BancorpSouth
Mississippi
$1.23M – – –
ST
945
Spinnaker Trust
Maine
$1.23M +$23.7K +200 +2%
DIA
946
Dean Investment Associates
Ohio
$1.23M -$75.3K -635 -6%
Edgewood Management
947
Edgewood Management
Connecticut
$1.23M -$37.9K -320 -3%
TFF
948
Timothy F. Fidgeon
$1.22M – – –
CASB
949
Cape Ann Savings Bank
Massachusetts
$1.22M +$14.8K +125 +1%
CSM
950
Central Square Management
Illinois
$1.22M +$41.7K +352 +4%
36 37
38
39 40