BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
1026
Glassman Wealth Services
Virginia
$1.33M +$6.64K +46 +0.5%
ACM
1027
Azimuth Capital Management
Michigan
$1.33M +$257K +1,783 +24%
GF
1028
Gabelli Funds
New York
$1.3M – – –
CB
1029
Chemical Bank
Michigan
$1.3M +$116K +806 +10%
AP
1030
Appleton Partners
Massachusetts
$1.3M -$54.1K -375 -4%
WA
1031
WealthTrust Axiom
Pennsylvania
$1.29M – – –
FPCG
1032
Fort Pitt Capital Group
Pennsylvania
$1.29M +$116K +806 +10%
HCM
1033
Hall Capital Management
Rhode Island
$1.29M – – –
GW
1034
GW & Wade
Massachusetts
$1.29M +$1.29M +8,928 New
OAM
1035
Occidental Asset Management
California
$1.28M – – –
CAM
1036
Centre Asset Management
New York
$1.28M +$1.01M +6,986 +370%
TCOTO
1037
Trust Company of the Ozarks
Missouri
$1.28M +$722 +5 +0.1%
CCM
1038
Canal Capital Management
Virginia
$1.27M – – –
NFG
1039
Noven Financial Group
Colorado
$1.26M +$292K +2,026 +30%
AI
1040
Atria Investments
North Carolina
$1.26M +$484K +3,354 +63%
SMG
1041
Spectrum Management Group
Indiana
$1.26M -$126K -870 -9%
LCP
1042
LGT Capital Partners
Switzerland
$1.26M +$534K +3,700 +74%
TSS
1043
Thomas Story & Son
Indiana
$1.25M – – –
HWA
1044
Heritage Wealth Advisors
Virginia
$1.24M +$95.2K +660 +8%
FTC
1045
Farmers Trust Company
Ohio
$1.23M +$1.23M +8,516 +106,450%
FMBTD
1046
First Midwest Bank Trust Division
Illinois
$1.22M – – –
TL
1047
Tirschwell & Loewy
New York
$1.22M -$43.3K -300 -3%
FFSOTS
1048
Fiduciary Financial Services of The Southwest
Texas
$1.22M +$136K +945 +13%
VCAM
1049
Van Cleef Asset Management
Ohio
$1.21M – – –
HTC
1050
Haverford Trust Company
Pennsylvania
$1.21M -$42K -291 -3%
40 41
42
43 44