BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.05%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
State Street
State Street
Massachusetts
+$298M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
5
BIT
BlackRock Institutional Trust
California
+$132M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$630M
2
Goldman Sachs
Goldman Sachs
New York
-$200M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$125M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$114M
5
Northern Trust
Northern Trust
Illinois
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1051
Glovista Investments
New Jersey
$955K -$3.46K -25 -0.4%
SCA
1052
Salient Capital Advisors
Texas
$955K +$3.45K +25 +0.4%
WA
1053
WESPAC Advisors
California
$953K +$109K +787 +13%
TCM
1054
Tufton Capital Management
Maryland
$953K +$435K +3,150 +84%
BAM
1055
Brave Asset Management
New Jersey
$952K – – –
OWIM
1056
Old West Investment Management
California
$948K +$1.1K +8 +0.1%
T
1057
Thomaspartners
Massachusetts
$934K +$115K +830 +14%
CCM
1058
Chilton Capital Management
Texas
$917K -$10.2K -74 -1%
CCM
1059
Catawba Capital Management
Virginia
$916K – – –
EA
1060
Elm Advisors
California
$913K – – –
UAS
1061
United Asset Strategies
New York
$910K +$910K +6,591 New
EGA
1062
E&G Advisors
Texas
$905K -$27.6K -200 -3%
FTI
1063
Fiduciary Trust International
Massachusetts
$903K +$58K +420 +7%
TTWM
1064
TCV Trust & Wealth Management
Virginia
$900K – – –
VCAM
1065
Van Cleef Asset Management
Ohio
$892K -$19.3K -140 -2%
CNBT
1066
Canandaigua National Bank & Trust
New York
$887K +$117K +845 +15%
AA
1067
Apriem Advisors
California
$885K +$19.2K +139 +2%
CC
1068
Courier Capital
New York
$879K -$4.7K -34 -0.5%
ASN
1069
Advisory Services Network
Georgia
$878K +$324K +2,346 +58%
SWK
1070
Stephen W. Kidder
$878K +$878K +6,350 New
DCLA
1071
Douglas C. Lane & Associates
New York
$877K -$219K -1,582 -20%
CG
1072
Colony Group
Massachusetts
$874K +$27.4K +201 +3%
AB
1073
Atlas Brown
Kentucky
$872K +$15.3K +111 +2%
TCM
1074
Tradition Capital Management
New Jersey
$870K -$807K -5,850 -48%
MCM
1075
Monarch Capital Management
Indiana
$868K – – –
41 42
43
44 45