BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
2
State Street
State Street
Massachusetts
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$140M
4
GIM
Greylin Investment Management
Virginia
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$98.7M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$593M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$175M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$65M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1001
Fragasso Financial Advisors
Pennsylvania
$1M +$1M +8,445 New
ECM
1002
Endex Capital Management
Kansas
$997K – – –
BFA
1003
Bragg Financial Advisors
North Carolina
$992K -$29.6K -250 -3%
WA
1004
WealthTrust Axiom
Pennsylvania
$987K – – –
LJAC
1005
L.J. Altfest & Co
New York
$985K +$985K +8,304 New
PTC
1006
Private Trust Company
Ohio
$983K +$445K +3,757 +83%
AT
1007
Arden Trust
Delaware
$982K +$23.8K +201 +2%
AFG
1008
Arkansas Financial Group
Arkansas
$980K +$980K +8,264 New
CCA
1009
Cobblestone Capital Advisors
New York
$975K +$15.4K +130 +2%
BOTW
1010
Bank of the West
California
$973K – – –
ACM
1011
Azimuth Capital Management
Michigan
$971K +$20.7K +175 +2%
BA
1012
Bridgewater Advisors
New York
$969K +$969K +8,173 New
NFG
1013
Nadler Financial Group
Illinois
$968K +$17.8K +150 +2%
DG
1014
Davidson & Garrard
Virginia
$966K +$53.5K +451 +6%
GDF
1015
Graham & Dodd Fund
New York
$959K -$738K -6,223 -43%
Jacobs Levy Equity Management
1016
Jacobs Levy Equity Management
New Jersey
$943K -$109K -920 -10%
FNBSF
1017
First National Bank Sioux Falls
South Dakota
$943K – – –
NAM
1018
Needelman Asset Management
California
$940K -$23.7K -200 -2%
IC
1019
Inverness Counsel
New York
$931K -$35.2K -297 -4%
SC
1020
Savant Capital
Illinois
$924K +$34.4K +290 +4%
Walleye Trading
1021
Walleye Trading
New York
$922K +$922K +7,779 New
I
1022
IberiaBank
Louisiana
$909K -$40.2K -339 -4%
FAM
1023
Formidable Asset Management
Ohio
$904K +$12.6K +112 +1%
MWAC
1024
Mariner Wealth Advisors (Cincinnati)
Ohio
$898K -$44.2K -373 -5%
CCG
1025
Cypress Capital Group
Florida
$895K -$11.9K -100 -1%
39 40
41
42 43