BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.05B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
4
Fidelity International
Fidelity International
Bermuda
+$339M
5
Ameriprise
Ameriprise
Minnesota
+$192M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$433M
2
Prudential Financial
Prudential Financial
New Jersey
-$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$162M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
976
Azimuth Capital Management
Michigan
$1.51M +$78.2K +600 +5%
DWT
977
Dorsey & Whitney Trust
South Dakota
$1.51M +$37.5K +288 +3%
WDA
978
Wendell David Associates
New Hampshire
$1.49M +$15.5K +119 +1%
KC
979
Kingfisher Capital
North Carolina
$1.49M -$7.43K -57 -0.5%
SLF
980
Sun Life Financial
Ontario, Canada
$1.48M -$816K -6,256 -36%
JFGIW
981
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47M -$40.7K -312 -3%
WSTAM
982
Wilbanks Smith & Thomas Asset Management
Virginia
$1.45M +$342K +2,621 +31%
FMW
983
Farr Miller & Washington
District of Columbia
$1.45M +$1.04M +7,980 +253%
BIM
984
Baldwin Investment Management
Pennsylvania
$1.45M -$35.2K -270 -2%
NAM
985
NTV Asset Management
West Virginia
$1.44M – – –
NEPWA
986
New England Private Wealth Advisors
Massachusetts
$1.44M -$41.7K -320 -3%
IAM
987
Integre Asset Management
New York
$1.44M – – –
MC
988
Moors & Cabot
Massachusetts
$1.43M -$126K -960 -8%
BM
989
Bislett Management
California
$1.43M – – –
GLI
990
Guardian Life Insurance
New York
$1.43M +$386K +2,963 +37%
SC
991
Savant Capital
Illinois
$1.42M +$148K +1,135 +12%
RFS
992
Rockefeller Financial Services
New York
$1.42M +$548K +4,200 +63%
IB
993
Intrust Bank
Kansas
$1.42M -$102K -783 -7%
Victory Capital Management
994
Victory Capital Management
Texas
$1.41M +$1.08M +8,323 +330%
DHFB
995
Dixon Hubard Feinour & Brown
Virginia
$1.41M – – –
QI
996
Quotient Investors
New York
$1.4M -$1.92M -14,739 -58%
SFG
997
SNS Financial Group
Minnesota
$1.4M +$10.4K +80 +0.7%
GW
998
GW & Wade
Massachusetts
$1.4M -$24.8K -190 -2%
TIA
999
Tiemann Investment Advisors
California
$1.38M -$60K -460 -4%
CFMC
1000
Curbstone Financial Management Corp
New Hampshire
$1.37M – – –
38 39
40
41 42