BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$436M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$401M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$274M
4
WP
Wedgewood Partners
Missouri
+$206M
5
WM
WS Management
Florida
+$142M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$625M
2
Primecap Management
Primecap Management
California
-$457M
3
State Street
State Street
Massachusetts
-$229M
4
NFA
Nationwide Fund Advisors
Ohio
-$94.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
1026
Inverness Counsel
New York
$912K -$68.7K -550 -7%
NPIT
1027
National Penn Investors Trust
Pennsylvania
$911K -$6.25K -50 -0.7%
FIMG
1028
Financial & Investment Management Group
Michigan
$903K -$10K -80 -1%
IAS
1029
IMA Advisory Services
Colorado
$884K – – –
DCLA
1030
Douglas C. Lane & Associates
New York
$882K -$38K -304 -4%
SC
1031
Savant Capital
Illinois
$881K -$92.5K -740 -9%
DS
1032
Dalal Street
Texas
$878K +$878K +7,025 New
SWM
1033
SVA Wealth Management
Wisconsin
$873K +$111K +891 +15%
GP
1034
Girard Partners
Pennsylvania
$872K -$12.5K -100 -1%
KPCM
1035
Kings Point Capital Management
New York
$865K +$2.5K +20 +0.3%
OWIM
1036
Old West Investment Management
California
$863K -$5.25K -42 -0.6%
BAM
1037
Brave Asset Management
New Jersey
$861K – – –
SCA
1038
Salient Capital Advisors
Texas
$861K +$118K +941 +16%
EGA
1039
E&G Advisors
Texas
$844K -$12.5K -100 -1%
AW
1040
ACG Wealth
Georgia
$842K +$12.5K +100 +2%
Westfield Capital Management
1041
Westfield Capital Management
Massachusetts
$839K – – –
EA
1042
Elm Advisors
California
$839K – – –
GI
1043
Glovista Investments
New Jersey
$839K – – –
TCM
1044
Tradition Capital Management
New Jersey
$837K – – –
CCM
1045
Catawba Capital Management
Virginia
$829K – – –
NAMA
1046
Nikko Asset Management Americas
New York
$828K -$1.77M -14,300 -68%
CC
1047
Courier Capital
New York
$818K -$50K -400 -6%
SPC
1048
Stewart & Patten Company
California
$818K -$18.7K -150 -2%
AB
1049
AT Bancorp
Iowa
$811K +$12.2K +98 +2%
FWM
1050
Focused Wealth Management
New York
$805K -$534K -4,274 -40%
40 41
42
43 44