BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.76%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.41B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$317M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$207M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
Swiss National Bank
Swiss National Bank
Switzerland
-$127M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$127M
4
TCIM
TIAA CREF Investment Management
New York
-$106M
5
BIT
BlackRock Institutional Trust
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
976
Winchester Group
New York
$835K – – –
PFS
977
Prospera Financial Services
Texas
$832K -$71.9K -630 -8%
TCM
978
Tradition Capital Management
New Jersey
$831K +$28.4K +250 +4%
WSTAM
979
Wilbanks Smith & Thomas Asset Management
Virginia
$828K -$100K -885 -11%
SPC
980
Stewart & Patten Company
California
$828K -$5.67K -50 -0.7%
MSU
981
Maple Securities USA
New Jersey
$820K +$820K +7,226 New
KPCM
982
Kings Point Capital Management
New York
$818K +$34.1K +300 +4%
HIM
983
Hermes Investment Management
United Kingdom
$817K +$817K +7,200 New
IAS
984
IMA Advisory Services
Colorado
$803K – – –
HR
985
Howe & Rusling
New York
$799K -$325K -2,830 -29%
ZIG
986
Zuckerman Investment Group
Illinois
$795K – – –
OWIM
987
Old West Investment Management
California
$794K +$227 +2 +0%
PHIMC
988
Private Harbour Investment Management & Counsel
Ohio
$788K -$5.67K -50 -0.7%
SIC
989
Schwartz Investment Counsel
Michigan
$783K – – –
LW
990
Linscomb Wealth
Texas
$780K -$19.9K -175 -2%
NIM
991
NuWave Investment Management
New Jersey
$780K +$763K +6,720 +4,421%
GI
992
Glovista Investments
New Jersey
$767K -$11.3K -100 -1%
Westfield Capital Management
993
Westfield Capital Management
Massachusetts
$762K – – –
CCM
994
Catawba Capital Management
Virginia
$753K -$6.81K -60 -0.9%
BAIA
995
Bel Air Investment Advisors
California
$751K -$12.5K -110 -2%
WPSC
996
W.P. Stewart & Co
New York
$749K – – –
FIMG
997
Financial & Investment Management Group
Michigan
$747K -$82.3K -725 -10%
TFA
998
Transamerica Financial Advisors
Florida
$727K -$25K -220 -3%
RCM
999
Reynolds Capital Management
Nevada
$726K – – –
CL
1000
CFS LLC
Oklahoma
$725K – – –
38 39
40
41 42