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 %
PFSC
1101
Peoples Financial Services Corp
Pennsylvania
$664K +$664K +5,600 New
NME
1102
Notis-McConarty Edward
$664K +$664K +5,600 New
WAM
1103
Weatherly Asset Management
California
$663K – – –
FNFDCM
1104
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$653K -$52.4K -442 -7%
AP
1105
Atwood & Palmer
Missouri
$647K – – –
BCM
1106
Brookstone Capital Management
Illinois
$647K +$647K +5,458 New
NERM
1107
New England Research & Management
Illinois
$643K +$643K +5,422 New
MBE
1108
Michael B. Elefante
$640K – – –
TTWM
1109
TCV Trust & Wealth Management
Virginia
$636K – – –
CRC
1110
Curi RMB Capital
Illinois
$636K +$147K +1,242 +30%
CCM
1111
Chilton Capital Management
Texas
$632K -$27.3K -230 -4%
SMI
1112
Shelter Mutual Insurance
Missouri
$631K – – –
LIA
1113
LBMC Investment Advisors
Tennessee
$631K +$138K +1,160 +28%
WA
1114
WBH Advisory
Maryland
$629K +$629K +5,306 New
BCM
1115
Boltwood Capital Management
California
$628K -$19.8K -167 -3%
PFM
1116
Parsec Financial Management
North Carolina
$625K +$136K +1,150 +28%
FCBT
1117
First Citizens Bank & Trust
North Carolina
$622K -$19.9M -167,890 -97%
T
1118
Thomaspartners
Massachusetts
$620K -$41.6K -350 -6%
LIM
1119
Leavell Investment Management
Alabama
$617K +$17.2K +145 +3%
CW
1120
Cobiz Wealth
Colorado
$613K -$27.6K -233 -4%
MIC
1121
MU Investments Company
Japan
$612K -$18.9K -160 -3%
VWM
1122
Vector Wealth Management
Minnesota
$611K +$166K +1,401 +37%
MCM
1123
Maple Capital Management
Vermont
$608K +$11.9K +100 +2%
PAG
1124
Pinnacle Advisory Group
Maryland
$601K -$4.27K -36 -0.7%
BFA
1125
Beaumont Financial Advisors
Massachusetts
$601K +$7.46K +63 +1%
43 44
45
46 47