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 %
FHC
951
First Heartland Consultants
Missouri
$1.22M +$81K +683 +7%
GLI
952
Guardian Life Insurance
New York
$1.2M -$1.39M -11,762 -54%
TRCT
953
Tower Research Capital (TRC)
New York
$1.2M -$3.02M -25,476 -72%
WP
954
WMS Partners
Maryland
$1.2M -$17.5K -148 -1%
SFU
955
Stonehage Fleming (UK)
United Kingdom
$1.2M +$1.2M +10,085 New
ECM
956
Estabrook Capital Management
New York
$1.19M – – –
CAM
957
Coronation Asset Management
South Africa
$1.19M – – –
BRWA
958
B. Riley Wealth Advisors
Florida
$1.19M +$577K +4,871 +95%
DAM
959
Davis Asset Management
California
$1.19M – – –
AI
960
Atria Investments
North Carolina
$1.18M +$449K +3,789 +62%
SFP
961
Santa Fe Partners
New Mexico
$1.18M +$1.18M +9,947 New
NSIM
962
North Star Investment Management
Illinois
$1.18M – – –
JFGIW
963
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M -$25.9K -218 -2%
SCM
964
Sterling Capital Management
North Carolina
$1.14M -$19.3K -163 -2%
DD
965
Dominick & Dominick
New York
$1.14M +$101K +850 +10%
SCM
966
Stonebridge Capital Management
California
$1.14M – – –
AF
967
Allworth Financial
California
$1.14M -$154K -1,297 -12%
MCC
968
Mid Continent Capital
Illinois
$1.13M – – –
AP
969
Appleton Partners
Massachusetts
$1.13M +$241K +2,030 +27%
WA
970
Winfield Associates
Ohio
$1.12M +$1.12M +9,478 New
SCM
971
SOL Capital Management
Maryland
$1.11M +$22.5K +190 +2%
PSC
972
Prentiss Smith & Co
Vermont
$1.11M – – –
AT
973
Arvest Trust
Oklahoma
$1.08M +$368K +3,100 +52%
CC
974
Cognios Capital
Kansas
$1.08M +$1.08M +9,109 New
TCOTO
975
Trust Company of the Ozarks
Missouri
$1.07M – – –
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