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 %
AFG
1076
Arkansas Financial Group
Arkansas
$1.07M – – –
EWM
1077
Edge Wealth Management
New York
$1.06M +$28.3K +220 +3%
FC
1078
Farley Capital
New York
$1.06M +$266K +2,036 +34%
UAS
1079
United Asset Strategies
New York
$1.06M +$274K +2,097 +35%
PJSIMP
1080
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M +$712K +5,460 +208%
SA
1081
Strategic Advisors
New York
$1.05M +$270K +2,068 +34%
FAM
1082
Formidable Asset Management
Ohio
$1.05M – – –
GP
1083
Girard Partners
Pennsylvania
$1.05M +$51.8K +397 +5%
IIM
1084
Intact Investment Management
Quebec, Canada
$1.05M +$286K +2,200 +38%
ECM
1085
Estabrook Capital Management
New York
$1.04M +$14.3K +110 +1%
WEC
1086
Winslow Evans & Crocker
Massachusetts
$1.04M -$261 -2 -0%
CCM
1087
Chilton Capital Management
Texas
$1.04M – – –
AI
1088
Accredited Investors
Minnesota
$1.04M +$424K +3,252 +69%
KPCM
1089
Kings Point Capital Management
New York
$1.03M -$38.6K -296 -4%
FSA
1090
Financial Sense Advisors
California
$1.03M -$13K -100 -1%
BHC
1091
Bowen Hanes & Co
Florida
$1.02M – – –
BFG
1092
Bouchey Financial Group
New York
$1.02M -$26.7K -205 -3%
SFT
1093
Simmons First Trust
Arkansas
$1.02M +$249K +1,910 +32%
Jacobs Levy Equity Management
1094
Jacobs Levy Equity Management
New Jersey
$1.02M -$45.6K -350 -4%
CSMF
1095
Charles Stewart Mott Foundation
Michigan
$1.01M +$1.01M +7,773 New
LJAC
1096
L.J. Altfest & Co
New York
$1.01M +$26.1K +200 +3%
NAM
1097
Needelman Asset Management
California
$1M – – –
CWM
1098
Concert Wealth Management
California
$996K +$137K +1,070 +16%
SFM
1099
Signet Financial Management
New Jersey
$995K +$685K +5,254 +221%
Capital Fund Management (CFM)
1100
Capital Fund Management (CFM)
France
$991K +$326K +2,500 +49%
42 43
44
45 46