BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
976
Winfield Associates
Ohio
$1.56M +$60.6K +420 +4%
MC
977
Moors & Cabot
Massachusetts
$1.55M +$106K +739 +7%
CG
978
Clinton Group
New York
$1.55M +$410K +2,840 +36%
LW
979
Linscomb Wealth
Texas
$1.55M +$1.55M +10,760 New
Jane Street
980
Jane Street
New York
$1.54M -$518K -3,587 -25%
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$1.54M -$72.6K -503 -5%
RWA
982
Ropes Wealth Advisors
Massachusetts
$1.54M +$1.54M +10,646 New
BFA
983
Bragg Financial Advisors
North Carolina
$1.53M +$325K +2,250 +27%
NDSI
984
Newman Dignan & Sheerar Inc
Rhode Island
$1.52M -$14.4K -100 -0.9%
AF
985
Allworth Financial
California
$1.52M -$3.61K -25 -0.2%
BHC
986
Bowen Hanes & Co
Florida
$1.51M -$21.6K -150 -1%
PCA
987
Personal Capital Advisors
California
$1.5M +$531K +3,678 +55%
B
988
BancorpSouth
Mississippi
$1.5M – – –
SCA
989
Sippican Capital Advisors
Massachusetts
$1.49M – – –
CFMC
990
Curbstone Financial Management Corp
New Hampshire
$1.49M +$171K +1,185 +13%
OC
991
Oarsman Capital
Wisconsin
$1.49M -$16K -111 -1%
WSCM
992
Wellington Shields Capital Management
New York
$1.49M -$78.2K -542 -5%
AWA
993
Arete Wealth Advisors
Illinois
$1.48M -$83.3K -577 -5%
GWM
994
Gupta Wealth Management
California
$1.48M +$1.48M +10,245 New
SC
995
Savant Capital
Illinois
$1.48M +$222K +1,540 +18%
ACI
996
Advance Capital I
Michigan
$1.47M -$14.4K -100 -1%
GF
997
Gerstein Fisher
New York
$1.47M +$78.9K +547 +6%
CAM
998
Coronation Asset Management
South Africa
$1.44M – – –
HCM
999
Hitchwood Capital Management
New York
$1.44M – – –
Parallax Volatility Advisers
1000
Parallax Volatility Advisers
California
$1.44M -$14.1M -97,782 -91%
38 39
40
41 42