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 %
DG
951
Davidson & Garrard
Virginia
$1.27M -$157K -1,242 -11%
AAM
952
Advisors Asset Management
Colorado
$1.27M -$115K -907 -8%
CAM
953
Coronation Asset Management
South Africa
$1.27M – – –
TFF
954
Timothy F. Fidgeon
$1.26M -$25.3K -200 -2%
CBB
955
Citizens Business Bank
California
$1.26M -$471K -3,725 -27%
OAM
956
Occidental Asset Management
California
$1.26M -$135K -1,070 -10%
SCM
957
Sterling Capital Management
North Carolina
$1.25M – – –
Edgewood Management
958
Edgewood Management
Connecticut
$1.25M -$44.3K -350 -3%
AF
959
Allworth Financial
California
$1.24M – – –
AP
960
Advisor Partners
California
$1.24M +$68.8K +544 +6%
BA
961
Boston Advisors
Massachusetts
$1.23M +$12.7K +100 +1%
EIM
962
Emerson Investment Management
Massachusetts
$1.23M -$9.49K -75 -0.8%
SCM
963
Stonebridge Capital Management
California
$1.23M +$146K +1,150 +13%
AMM
964
American Money Management
California
$1.22M -$165K -1,300 -12%
RMCM
965
Reynders McVeigh Capital Management
Massachusetts
$1.22M +$118K +930 +11%
MCC
966
Mid Continent Capital
Illinois
$1.21M – – –
NSIM
967
North Star Investment Management
Illinois
$1.21M -$69.6K -550 -5%
AP
968
Appleton Partners
Massachusetts
$1.2M +$12.7K +100 +1%
FMBTD
969
First Midwest Bank Trust Division
Illinois
$1.19M -$114K -900 -9%
HRC
970
Hoertkorn Richard Charles
$1.19M +$68.5K +542 +6%
SCM
971
SOL Capital Management
Maryland
$1.18M – – –
ST
972
Spinnaker Trust
Maine
$1.17M -$25.3K -200 -2%
BCM
973
Brookstone Capital Management
Illinois
$1.17M +$396K +3,126 +51%
AAM
974
Aureus Asset Management
Massachusetts
$1.16M – – –
CC
975
Cognios Capital
Kansas
$1.16M – – –
37 38
39
40 41