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 %
HWA
1076
Heritage Wealth Advisors
Virginia
$712K +$712K +6,004 New
KTC
1077
Kistler-Tiffany Companies
Pennsylvania
$709K -$26.1K -220 -4%
CA
1078
Corrado Advisors
New Jersey
$709K – – –
HPBT
1079
High Point Bank & Trust
North Carolina
$709K – – –
CWM
1080
Calamos Wealth Management
Illinois
$708K +$101K +855 +17%
SCA
1081
Salient Capital Advisors
Texas
$705K -$422K -3,558 -37%
AIM
1082
Avity Investment Management
Connecticut
$701K – – –
EWA
1083
EP Wealth Advisors
California
$700K -$39.9K -336 -5%
WPC
1084
White Pine Capital
Minnesota
$700K – – –
VWM
1085
Valley Wealth Managers
New Jersey
$690K – – –
CG
1086
Colony Group
Massachusetts
$690K +$426K +3,594 +162%
RAM
1087
Redmond Asset Management
Virginia
$688K +$35.6K +300 +5%
IOOF
1088
Independent Order of Foresters
Ontario, Canada
$687K – – –
DP
1089
Dearborn Partners
Illinois
$683K -$74.1K -625 -10%
DSC
1090
Duncker Streett & Co
Missouri
$679K +$123K +1,040 +22%
IB
1091
Intrust Bank
Kansas
$676K -$49.7K -419 -7%
FHA
1092
First Horizon Advisors
Tennessee
$673K +$22K +188 +3%
TF
1093
Tompkins Financial
New York
$669K -$24.8K -209 -4%
HCM
1094
Harvey Capital Management
Florida
$669K +$669K +5,650 New
BP
1095
Banyan Partners
Florida
$668K -$526K -4,439 -44%
MGIA
1096
Moneta Group Investment Advisors
Missouri
$668K -$9.95K -84 -1%
TT
1097
Tower Trust
Indiana
$667K +$190K +1,600 +40%
DT
1098
Diversified Trust
Tennessee
$665K +$94.4K +796 +17%
VCAM
1099
Van Cleef Asset Management
Ohio
$664K +$11.5K +97 +2%
PFSC
1100
Peoples Financial Services Corp
Pennsylvania
$664K +$664K +5,600 New
42 43
44
45 46