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 %
RMCM
1001
Reynders McVeigh Capital Management
Massachusetts
$1.42M -$6.76K -45 -0.5%
AAM
1002
Advisors Asset Management
Colorado
$1.41M -$45K -300 -3%
BT
1003
Beacon Trust
New Jersey
$1.41M +$1.07M +7,113 +313%
AP
1004
Appleton Partners
Massachusetts
$1.4M -$90.1K -600 -6%
ACM
1005
Ashford Capital Management
Delaware
$1.4M – – –
VC
1006
Vicus Capital
Pennsylvania
$1.4M +$14.9K +99 +1%
CC
1007
Cognios Capital
Kansas
$1.4M +$23.4K +156 +2%
HRC
1008
Hoertkorn Richard Charles
$1.4M -$30K -200 -2%
ST
1009
Spinnaker Trust
Maine
$1.39M – – –
FWM
1010
Frontier Wealth Management
Missouri
$1.39M +$1.39M +9,245 New
SCM
1011
SOL Capital Management
Maryland
$1.38M – – –
CCT
1012
Country Club Trust
Missouri
$1.38M -$3K -20 -0.2%
AAM
1013
Aureus Asset Management
Massachusetts
$1.38M – – –
SMG
1014
Spectrum Management Group
Indiana
$1.38M +$79.2K +550 +6%
GWS
1015
Glassman Wealth Services
Virginia
$1.37M +$1.37M +9,144 New
CFMC
1016
Curbstone Financial Management Corp
New Hampshire
$1.37M +$23.6K +157 +2%
GIM
1017
Gyrus Investment Management
Ontario, Canada
$1.37M +$1.37M +9,100 New
HH
1018
Hilltop Holdings
Texas
$1.36M -$166K -1,106 -11%
GF
1019
Gabelli Funds
New York
$1.35M – – –
ASN
1020
Advisory Services Network
Georgia
$1.35M +$401K +2,696 +42%
WA
1021
WealthTrust Axiom
Pennsylvania
$1.35M +$24K +160 +2%
HCM
1022
Hall Capital Management
Rhode Island
$1.34M +$1.34M +8,940 New
OAM
1023
Occidental Asset Management
California
$1.33M -$113K -750 -8%
DCLA
1024
Douglas C. Lane & Associates
New York
$1.33M +$380K +2,530 +40%
ECM
1025
Estabrook Capital Management
New York
$1.33M -$22.5K -150 -2%
39 40
41
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