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 %
CBU
1101
CIBC Bank USA
Illinois
$988K -$16.7K -128 -2%
WA
1102
Winfield Associates
Ohio
$985K -$379K -2,903 -28%
CWA
1103
Cypress Wealth Advisors
California
$985K +$338K +2,595 +52%
CNBT
1104
Canandaigua National Bank & Trust
New York
$983K +$50.4K +386 +5%
DAS
1105
Dynamic Advisor Solutions
Arizona
$983K +$53.7K +412 +6%
CCA
1106
Cobblestone Capital Advisors
New York
$982K +$6K +46 +0.6%
AA
1107
Apriem Advisors
California
$980K +$111K +854 +13%
LA
1108
LVW Advisors
New York
$980K +$262K +2,010 +36%
SC
1109
Stralem & Co
New York
$978K – – –
MWP
1110
MYCIO Wealth Partners
Pennsylvania
$977K +$9.13K +70 +0.9%
FTI
1111
Fiduciary Trust International
Massachusetts
$970K -$47.3K -363 -5%
KAM
1112
Kazazian Asset Management
Florida
$954K +$146K +1,122 +18%
IAM
1113
Impax Asset Management
New Hampshire
$949K – – –
LPT
1114
Legacy Private Trust
Wisconsin
$949K +$222K +1,700 +30%
VIA
1115
Vantage Investment Advisors
Pennsylvania
$945K +$301K +2,312 +47%
PHIMC
1116
Private Harbour Investment Management & Counsel
Ohio
$944K +$13K +100 +1%
FIMG
1117
Financial & Investment Management Group
Michigan
$934K -$26.1K -200 -3%
CG
1118
Colony Group
Massachusetts
$934K +$11.3K +87 +1%
FWM
1119
Focused Wealth Management
New York
$933K +$2.61K +20 +0.3%
CCG
1120
Cypress Capital Group
Florida
$928K +$51.9K +398 +6%
AC
1121
Alley Company
Illinois
$926K -$86.8K -666 -9%
IC
1122
Inverness Counsel
New York
$922K -$5.22K -40 -0.6%
CM
1123
Cornerstone Management
Georgia
$922K – – –
NIMI
1124
Natixis Investment Managers International
France
$917K -$5.87K -45 -0.6%
SIC
1125
Sigma Investment Counselors
Michigan
$911K +$17K +130 +2%
43 44
45
46 47