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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.76%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.41B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$317M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$207M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$120M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$404M
2
Swiss National Bank
Swiss National Bank
Switzerland
-$127M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$127M
4
TCIM
TIAA CREF Investment Management
New York
-$106M
5
BIT
BlackRock Institutional Trust
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
1026
AT Bancorp
Iowa
$643K +$6.48K +57 +1%
AFC
1027
AFT Forsyth & Company
Florida
$640K +$155K +1,365 +32%
ZIM
1028
Zacks Investment Management
Illinois
$637K -$71.5K -630 -10%
WAM
1029
Weatherly Asset Management
California
$635K – – –
TH
1030
Timber Hill
Connecticut
$634K +$634K +5,586 New
FHA
1031
First Horizon Advisors
Tennessee
$633K +$553K +4,872 +694%
T
1032
Thomaspartners
Massachusetts
$632K +$26.7K +235 +4%
CCM
1033
Chilton Capital Management
Texas
$632K -$43.1K -380 -6%
WA
1034
WESPAC Advisors
California
$631K +$74.9K +660 +13%
VCAM
1035
Van Cleef Asset Management
Ohio
$625K +$9.88K +87 +2%
RAM
1036
Redmond Asset Management
Virginia
$624K -$11.3K -100 -2%
BCM
1037
Boltwood Capital Management
California
$620K -$5.67K -50 -0.9%
AP
1038
Atwood & Palmer
Missouri
$619K – – –
MIC
1039
MU Investments Company
Japan
$614K -$230K -2,000 -27%
MBE
1040
Michael B. Elefante
$613K – – –
PFS
1041
Penseco Financial Services
Pennsylvania
$613K – – –
CW
1042
Cobiz Wealth
Colorado
$613K +$84.3K +743 +16%
TTWM
1043
TCV Trust & Wealth Management
Virginia
$609K -$7.6K -67 -1%
Aristotle Capital Management
1044
Aristotle Capital Management
California
$607K -$136K -1,200 -18%
SMI
1045
Shelter Mutual Insurance
Missouri
$604K +$604K +5,320 New
VNA
1046
VNBTrust National Association
Virginia
$596K -$46.5K -410 -7%
IHL
1047
Investment House LLC
California
$596K +$128K +1,130 +27%
EFSCE
1048
Enterprise Financial Services Corp (EFSC)
Missouri
$590K +$28.1K +248 +5%
BRWA
1049
B. Riley Wealth Advisors
Florida
$583K -$64K -564 -10%
CWM
1050
Calamos Wealth Management
Illinois
$581K +$112K +985 +24%
40 41
42
43 44