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 %
B
1001
BancorpSouth
Mississippi
$1.35M -$6.65K -51 -0.5%
BFA
1002
Bragg Financial Advisors
North Carolina
$1.35M +$44.9K +344 +3%
SCA
1003
Sippican Capital Advisors
Massachusetts
$1.35M – – –
MCC
1004
Mid Continent Capital
Illinois
$1.35M +$7.43K +57 +0.6%
CT
1005
Cambridge Trust
Massachusetts
$1.35M -$32.6K -250 -2%
WSCM
1006
Wellington Shields Capital Management
New York
$1.34M – – –
FWP
1007
FAS Wealth Partners
Kansas
$1.34M +$1.34M +10,305 New
WP
1008
WMS Partners
Maryland
$1.34M -$405K -3,110 -23%
NSIM
1009
North Star Investment Management
Illinois
$1.33M +$45K +345 +4%
MHIC
1010
Marble Harbor Investment Counsel
Massachusetts
$1.33M – – –
AAM
1011
Aureus Asset Management
Massachusetts
$1.33M -$157K -1,202 -11%
CASB
1012
Cape Ann Savings Bank
Massachusetts
$1.32M +$55.7K +427 +4%
CCT
1013
Capital City Trust
Florida
$1.32M +$469K +3,593 +55%
NFG
1014
Noven Financial Group
Colorado
$1.31M +$10K +77 +0.8%
HH
1015
Hilltop Holdings
Texas
$1.31M -$132K -1,013 -9%
SWM
1016
Segment Wealth Management
Texas
$1.31M +$152K +1,165 +13%
CAM
1017
Coronation Asset Management
South Africa
$1.3M – – –
AIM
1018
Artemis Investment Management
United Kingdom
$1.3M -$121K -932 -9%
PSC
1019
Prentiss Smith & Co
Vermont
$1.3M -$91.3K -700 -7%
RP
1020
Reinhart Partners
Wisconsin
$1.29M -$231K -1,769 -15%
IWM
1021
Integrated Wealth Management
California
$1.28M +$18K +138 +1%
EIM
1022
Emerson Investment Management
Massachusetts
$1.27M – – –
SCM
1023
SOL Capital Management
Maryland
$1.27M +$19.6K +150 +2%
SIC
1024
Schwartz Investment Counsel
Michigan
$1.27M – – –
NDSI
1025
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$39.1K -300 -3%
39 40
41
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