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 %
NAMA
1126
Nikko Asset Management Americas
New York
$943K – – –
SFT
1127
Simmons First Trust
Arkansas
$941K +$941K +6,265 New
BONST
1128
Bank of Nova Scotia Trust
Ontario, Canada
$937K – – –
PFM
1129
Parsec Financial Management
North Carolina
$936K +$75.1K +500 +9%
MCM
1130
Monarch Capital Management
Indiana
$935K -$7.5K -50 -0.8%
SPC
1131
Stewart & Patten Company
California
$935K +$15K +100 +2%
AB
1132
AT Bancorp
Iowa
$931K -$1.35K -9 -0.1%
FIM
1133
Freedom Investment Management
Connecticut
$931K +$931K +6,201 New
BC
1134
Banced Corp
Illinois
$923K +$6.3K +42 +0.7%
CBB
1135
Citizens Business Bank
California
$918K +$300 +2 +0%
KTC
1136
Kistler-Tiffany Companies
Pennsylvania
$909K -$15K -100 -2%
CWM
1137
Concert Wealth Management
California
$895K +$895K +5,928 New
VWM
1138
Valley Wealth Managers
New Jersey
$894K +$18.8K +125 +2%
CG
1139
Caprock Group
Idaho
$894K +$894K +5,956 New
FHA
1140
First Horizon Advisors
Tennessee
$893K -$393K -2,614 -31%
IP
1141
Investment Partners
Ohio
$892K +$892K +5,920 New
CFA
1142
Capstone Financial Advisors
Illinois
$891K +$150K +1,000 +20%
LA
1143
LVW Advisors
New York
$891K +$891K +5,934 New
CL
1144
CPWM LLC
Washington
$886K -$8.56K -57 -1%
LIC
1145
Lodestar Investment Counsel
Illinois
$881K – – –
WAM
1146
Weatherly Asset Management
California
$877K +$37.2K +248 +4%
ATC
1147
Adirondack Trust Company
New York
$877K +$139K +925 +19%
UAS
1148
United Asset Strategies
New York
$874K -$116K -770 -12%
RAM
1149
Redmond Asset Management
Virginia
$871K – – –
ATC
1150
Argent Trust Co
Tennessee
$865K +$865K +5,764 New
44 45
46
47 48