BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.68%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$123M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1026
Arden Trust
Delaware
$979K -$253 -2 -0%
DD
1027
Dominick & Dominick
New York
$975K -$53.1K -420 -5%
SC
1028
Savant Capital
Illinois
$963K +$70.9K +560 +8%
CCA
1029
Cobblestone Capital Advisors
New York
$961K -$79.7K -630 -8%
MGIA
1030
Moneta Group Investment Advisors
Missouri
$960K +$247K +1,950 +35%
IC
1031
Inverness Counsel
New York
$956K +$31.7K +250 +3%
FWM
1032
Focused Wealth Management
New York
$955K +$139K +1,100 +17%
SC
1033
Stralem & Co
New York
$949K – – –
SWM
1034
SVA Wealth Management
Wisconsin
$944K +$59.8K +472 +7%
KPCM
1035
Kings Point Capital Management
New York
$942K +$65.6K +518 +7%
SFU
1036
Stonehage Fleming (UK)
United Kingdom
$939K -$260K -2,053 -22%
GP
1037
Girard Partners
Pennsylvania
$938K +$55.7K +440 +6%
FIMG
1038
Financial & Investment Management Group
Michigan
$926K +$12.4K +98 +1%
NPIT
1039
National Penn Investors Trust
Pennsylvania
$923K – – –
SIC
1040
Sigma Investment Counselors
Michigan
$918K -$38K -300 -4%
DAS
1041
Dynamic Advisor Solutions
Arizona
$907K -$163K -1,284 -15%
IAS
1042
IMA Advisory Services
Colorado
$895K – – –
DS
1043
Dalal Street
Texas
$889K – – –
GI
1044
Glovista Investments
New Jersey
$878K +$28.5K +225 +3%
AAMU
1045
Amundi Asset Management US
Massachusetts
$877K -$117K -922 -12%
EWM
1046
Elite Wealth Management
Washington
$875K -$284K -2,248 -25%
SCM
1047
Sterneck Capital Management
Missouri
$875K +$478K +3,775 +120%
BAM
1048
Brave Asset Management
New Jersey
$872K – – –
SCA
1049
Salient Capital Advisors
Texas
$872K – – –
OWIM
1050
Old West Investment Management
California
$868K -$6.2K -49 -0.7%
40 41
42
43 44