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 %
LH
1051
Lebenthal Holdings
New York
$1.21M +$827K +5,728 +217%
AFG
1052
Arkansas Financial Group
Arkansas
$1.21M +$28.9K +200 +2%
LAIC
1053
Lederer & Associates Investment Counsel
California
$1.2M +$4.33K +30 +0.4%
HCMNY
1054
Howard Capital Management (New York)
New York
$1.19M – – –
NCM
1055
Narwhal Capital Management
Georgia
$1.19M +$1.19M +8,270 New
BFG
1056
Bouchey Financial Group
New York
$1.19M -$59.2K -410 -5%
SIA
1057
Stancorp Investment Advisers
Oregon
$1.19M -$84.1K -583 -7%
TFA
1058
Transamerica Financial Advisors
Florida
$1.19M -$2.01M -13,937 -63%
PL
1059
Plancorp LLC
Missouri
$1.18M +$592K +4,103 +100%
FNBSF
1060
First National Bank Sioux Falls
South Dakota
$1.18M +$7.21K +50 +0.6%
NFG
1061
Nadler Financial Group
Illinois
$1.17M +$4.33K +30 +0.4%
KPCM
1062
Kings Point Capital Management
New York
$1.17M +$101K +700 +9%
FAM
1063
Formidable Asset Management
Ohio
$1.17M – – –
MGIA
1064
Moneta Group Investment Advisors
Missouri
$1.17M – – –
EWM
1065
Edge Wealth Management
New York
$1.16M – – –
WEC
1066
Winslow Evans & Crocker
Massachusetts
$1.16M -$588K -4,076 -34%
WSTAM
1067
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M – – –
FSA
1068
Financial Sense Advisors
California
$1.16M +$9.52K +66 +0.8%
LJHT
1069
Laurie J. Hall Trustee
$1.16M – – –
GLI
1070
Guardian Life Insurance
New York
$1.15M -$349K -2,417 -23%
AC
1071
Alley Company
Illinois
$1.14M -$14K -97 -1%
SCM
1072
Sterneck Capital Management
Missouri
$1.14M – – –
CBU
1073
CIBC Bank USA
Illinois
$1.14M +$42.9K +297 +4%
WA
1074
WESPAC Advisors
California
$1.14M +$1.14M +7,878 New
ECM
1075
Estabrook Capital Management
New York
$1.13M -$144K -1,000 -11%
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