BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1051
Argent Trust
Texas
$1.21M +$1.21M +8,033 New
WSTAM
1052
Wilbanks Smith & Thomas Asset Management
Virginia
$1.21M +$22.5K +150 +2%
AC
1053
Alley Company
Illinois
$1.2M -$25.1K -167 -2%
Two Sigma Advisers
1054
Two Sigma Advisers
New York
$1.2M +$1.2M +8,014 New
LJHT
1055
Laurie J. Hall Trustee
$1.2M +$10.1K +67 +0.8%
PHIMC
1056
Private Harbour Investment Management & Counsel
Ohio
$1.2M -$52.6K -350 -4%
FSA
1057
Financial Sense Advisors
California
$1.19M +$265K +1,767 +29%
HWA
1058
Heritage Wealth Advisors
Virginia
$1.19M +$289K +1,925 +32%
CG
1059
Clinton Group
New York
$1.19M +$1.19M +7,924 New
SCM
1060
Sterneck Capital Management
Missouri
$1.19M +$86.9K +579 +8%
NAM
1061
Needelman Asset Management
California
$1.17M – – –
LJAC
1062
L.J. Altfest & Co
New York
$1.17M +$1.17M +7,802 New
CM
1063
Cornerstone Management
Georgia
$1.17M +$1.17M +7,768 New
AT
1064
Arden Trust
Delaware
$1.14M -$25.8K -172 -2%
CBU
1065
CIBC Bank USA
Illinois
$1.14M -$3K -20 -0.3%
SWM
1066
SVA Wealth Management
Wisconsin
$1.14M +$22.5K +150 +2%
NPIT
1067
National Penn Investors Trust
Pennsylvania
$1.14M +$50K +333 +5%
SFG
1068
SNS Financial Group
Minnesota
$1.14M -$7.51K -50 -0.7%
IC
1069
Inverness Counsel
New York
$1.13M -$163K -1,088 -13%
PCM
1070
Princeton Capital Management
New Jersey
$1.13M +$1.13M +7,525 New
SC
1071
Stralem & Co
New York
$1.13M – – –
FFSOTS
1072
Fiduciary Financial Services of The Southwest
Texas
$1.12M +$530K +3,530 +90%
DAS
1073
Dynamic Advisor Solutions
Arizona
$1.12M -$9.01K -60 -0.8%
KFS
1074
Kurt F. Somerville
$1.12M +$578K +3,850 +107%
KPCM
1075
Kings Point Capital Management
New York
$1.12M -$3K -20 -0.3%
41 42
43
44 45