BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 750 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
-32
Holders Change %
-1.9%
% of All Funds
46.25%
Holding in Top 10
309
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.55%
% of All Funds
8.64%
New
61
Increased
750
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.05B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
4
Fidelity International
Fidelity International
Bermuda
+$339M
5
Ameriprise
Ameriprise
Minnesota
+$192M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$433M
2
Prudential Financial
Prudential Financial
New Jersey
-$167M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$162M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$160M
5
Goldman Sachs
Goldman Sachs
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1051
Occidental Asset Management
California
$1.16M – – –
HWA
1052
Heritage Wealth Advisors
Virginia
$1.16M +$36.5K +280 +3%
GF
1053
Gerstein Fisher
New York
$1.16M +$87.5K +671 +8%
KFS
1054
Kurt F. Somerville
$1.16M +$267K +2,050 +30%
HCM
1055
Hall Capital Management
Rhode Island
$1.15M -$9.13K -70 -0.8%
AF
1056
Allworth Financial
California
$1.14M +$1.3K +10 +0.1%
BA
1057
Bard Associates
Illinois
$1.13M -$32.6K -250 -3%
WA
1058
WealthTrust Axiom
Pennsylvania
$1.13M -$19K -146 -2%
IMOV
1059
Investment Management of Virginia
Virginia
$1.13M -$13.3K -102 -1%
MF
1060
Magnetar Financial
Illinois
$1.13M +$833K +6,390 +284%
FTC
1061
Farmers Trust Company
Ohio
$1.13M +$22.8K +175 +2%
TSS
1062
Thomas Story & Son
Indiana
$1.13M -$6.52K -50 -0.6%
LAIC
1063
Lederer & Associates Investment Counsel
California
$1.12M -$125K -960 -10%
FM
1064
Family Management
New York
$1.12M – – –
TCOTO
1065
Trust Company of the Ozarks
Missouri
$1.12M -$18.7K -143 -2%
LJHT
1066
Laurie J. Hall Trustee
$1.11M – – –
CIC
1067
Carnegie Investment Counsel
Ohio
$1.11M +$251K +1,850 +29%
AP
1068
Appleton Partners
Massachusetts
$1.1M +$913 +7 +0.1%
FMBTD
1069
First Midwest Bank Trust Division
Illinois
$1.1M -$8.47K -65 -0.8%
SMG
1070
Spectrum Management Group
Indiana
$1.1M -$16.8K -129 -2%
HCMNY
1071
Howard Capital Management (New York)
New York
$1.08M – – –
HTC
1072
Haverford Trust Company
Pennsylvania
$1.07M -$110K -850 -9%
TL
1073
Tirschwell & Loewy
New York
$1.07M -$26.1K -200 -2%
VCAM
1074
Van Cleef Asset Management
Ohio
$1.07M – – –
FNBSF
1075
First National Bank Sioux Falls
South Dakota
$1.07M – – –
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