BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1101
Personal Capital Advisors
California
$1.01M +$302K +2,014 +43%
IMS
1102
Index Management Solutions
Pennsylvania
$1.01M +$70K +466 +7%
CIC
1103
Carnegie Investment Counsel
Ohio
$1.01M +$101K +670 +11%
NFG
1104
Noven Financial Group
Colorado
$1.01M +$463K +3,083 +85%
PRS
1105
Pinkerton Retirement Specialists
Idaho
$1.01M +$1.01M +2,816 New
Edgewood Management
1106
Edgewood Management
Connecticut
$1.01M -$446K -2,971 -31%
SC
1107
Searle & Co
Connecticut
$1.01M +$1.01M +6,700 New
CCM
1108
Chilton Capital Management
Texas
$1M +$6.61K +44 +0.7%
CCA
1109
Checchi Capital Advisers
California
$997K +$284K +1,892 +40%
EA
1110
Elm Advisors
California
$993K – – –
I
1111
IberiaBank
Louisiana
$992K -$202K -1,346 -17%
OWIM
1112
Old West Investment Management
California
$990K -$41K -273 -4%
CCM
1113
Catawba Capital Management
Virginia
$988K -$7.51K -50 -0.8%
EGA
1114
E&G Advisors
Texas
$984K – – –
AA
1115
Apriem Advisors
California
$984K +$22.5K +150 +2%
TTWM
1116
TCV Trust & Wealth Management
Virginia
$983K +$4.5K +30 +0.5%
PM
1117
Penbrook Management
New York
$976K +$60.1K +400 +7%
CNBT
1118
Canandaigua National Bank & Trust
New York
$965K – – –
AB
1119
Atlas Brown
Kentucky
$963K +$15K +100 +2%
CG
1120
Colony Group
Massachusetts
$959K -$4.96K -33 -0.5%
CC
1121
Courier Capital
New York
$956K – – –
SWK
1122
Stephen W. Kidder
$954K – – –
CPA
1123
Capital Planning Advisors
California
$952K +$952K +6,341 New
CA
1124
Corrado Advisors
New Jersey
$951K +$46.5K +310 +5%
TCM
1125
Tradition Capital Management
New Jersey
$946K – – –
43 44
45
46 47