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 %
IAM
951
Integre Asset Management
New York
$1.75M – – –
FWP
952
FAS Wealth Partners
Kansas
$1.73M +$60.1K +400 +4%
MIAN
953
Mariner Independent Advisor Network
Kansas
$1.73M +$210K +1,397 +14%
CCM
954
Condor Capital Management
New Jersey
$1.72M -$69.1K -460 -4%
Mirae Asset Global Investments
955
Mirae Asset Global Investments
South Korea
$1.71M -$28.1K -187 -2%
MCM
956
Matarin Capital Management
New York
$1.71M – – –
IB
957
Intrust Bank
Kansas
$1.71M +$641K +4,272 +60%
SWA
958
SFMG Wealth Advisors
Texas
$1.71M -$5.26K -35 -0.3%
ISB
959
Iowa State Bank
Iowa
$1.71M – – –
DAM
960
Delta Asset Management
Tennessee
$1.7M -$9.01K -60 -0.5%
FMWA
961
Forvis Mazars Wealth Advisors
Missouri
$1.67M +$95.5K +636 +6%
SFU
962
Stonehage Fleming (UK)
United Kingdom
$1.67M – – –
BSW
963
Buckingham Strategic Wealth
Missouri
$1.66M +$14.1K +94 +0.9%
CO
964
Caldwell & Orkin
Georgia
$1.65M +$96.9K +645 +6%
BM
965
Bislett Management
California
$1.65M – – –
DWT
966
Dorsey & Whitney Trust
South Dakota
$1.65M +$61.8K +412 +4%
TIA
967
Tiemann Investment Advisors
California
$1.64M – – –
WIL
968
Winifred I. Li
$1.64M +$55K +366 +3%
WSCM
969
Wellington Shields Capital Management
New York
$1.63M – – –
WP
970
WMS Partners
Maryland
$1.63M +$269K +1,794 +20%
AWA
971
Arete Wealth Advisors
Illinois
$1.62M -$141K -937 -8%
NAM
972
NTV Asset Management
West Virginia
$1.62M – – –
PTC
973
Private Trust Company
Ohio
$1.6M +$439K +2,923 +38%
NEPWA
974
New England Private Wealth Advisors
Massachusetts
$1.6M +$39.7K +265 +3%
BHC
975
Bowen Hanes & Co
Florida
$1.59M +$225K +1,500 +16%
37 38
39
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