BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$224M
2
State Street
State Street
Massachusetts
+$173M
3
Goldman Sachs
Goldman Sachs
New York
+$140M
4
GIM
Greylin Investment Management
Virginia
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$98.7M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$593M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$175M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$65M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1051
Glovista Investments
New Jersey
$796K -$5.93K -50 -0.7%
Westfield Capital Management
1052
Westfield Capital Management
Massachusetts
$796K – – –
EA
1053
Elm Advisors
California
$796K +$796K +6,711 New
TCM
1054
Tradition Capital Management
New Jersey
$794K -$73.4K -620 -8%
SPC
1055
Stewart & Patten Company
California
$794K -$71.1K -600 -8%
PM
1056
Penbrook Management
New York
$788K +$788K +6,650 New
AW
1057
ACG Wealth
Georgia
$787K +$787K +6,635 New
CCM
1058
Catawba Capital Management
Virginia
$786K – – –
NEPWA
1059
New England Private Wealth Advisors
Massachusetts
$783K +$573K +4,829 +273%
SIC
1060
Schwartz Investment Counsel
Michigan
$759K -$59.3K -500 -7%
RCM
1061
Reynolds Capital Management
Nevada
$759K – – –
AB
1062
AT Bancorp
Iowa
$758K +$87.2K +736 +13%
AA
1063
Apriem Advisors
California
$749K +$251K +2,115 +50%
AFG
1064
Albion Financial Group
Utah
$748K +$1.19K +10 +0.2%
CL
1065
CFS LLC
Oklahoma
$747K – – –
LW
1066
Linscomb Wealth
Texas
$742K -$72.6K -613 -9%
BONST
1067
Bank of Nova Scotia Trust
Ontario, Canada
$733K +$201K +1,700 +38%
PPCM
1068
Pillar Pacific Capital Management
California
$730K -$8.89K -75 -1%
CBN
1069
Cadence Bank NA
Texas
$724K +$829 +7 +0.1%
SWM
1070
SVA Wealth Management
Wisconsin
$723K +$723K +6,094 New
RIA
1071
Regal Investment Advisors
Michigan
$722K +$4.27K +36 +0.6%
LIC
1072
Lodestar Investment Counsel
Illinois
$722K +$5.1K +43 +0.7%
WA
1073
WESPAC Advisors
California
$720K +$60.5K +510 +9%
CNBT
1074
Canandaigua National Bank & Trust
New York
$720K +$172K +1,450 +31%
AB
1075
Atlas Brown
Kentucky
$717K – – –
41 42
43
44 45