BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1126
Catawba Capital Management
Virginia
$950K – – –
AA
1127
Apriem Advisors
California
$946K – – –
EGA
1128
E&G Advisors
Texas
$946K – – –
TTWM
1129
TCV Trust & Wealth Management
Virginia
$946K – – –
I
1130
IberiaBank
Louisiana
$940K -$13.7K -95 -1%
PM
1131
Penbrook Management
New York
$938K – – –
FIM
1132
Freedom Investment Management
Connecticut
$938K +$43.4K +301 +5%
BPGAM
1133
BTG Pactual Global Asset Management
Bermuda
$938K +$938K +6,500 New
CIC
1134
Carnegie Investment Counsel
Ohio
$930K -$22.4K -157 -2%
VNA
1135
Valley National Advisers
Pennsylvania
$929K +$323K +2,237 +53%
AFG
1136
Albion Financial Group
Utah
$927K +$127K +880 +16%
AB
1137
Atlas Brown
Kentucky
$925K – – –
EA
1138
Elm Advisors
California
$921K -$33.2K -230 -3%
MCM
1139
Monarch Capital Management
Indiana
$917K +$18K +125 +2%
CIC
1140
Chilton Investment Company
Connecticut
$914K -$2.49M -17,269 -73%
CA
1141
Corrado Advisors
New Jersey
$914K – – –
CL
1142
CPWM LLC
Washington
$908K +$56.6K +392 +7%
Edgewood Management
1143
Edgewood Management
Connecticut
$902K -$64.9K -450 -7%
MWP
1144
MYCIO Wealth Partners
Pennsylvania
$899K -$113K -784 -11%
CG
1145
Colony Group
Massachusetts
$897K -$25.3K -175 -3%
IP
1146
Investment Partners
Ohio
$895K +$43.2K +300 +5%
BONST
1147
Bank of Nova Scotia Trust
Ontario, Canada
$893K -$8.09K -56 -0.9%
SWK
1148
Stephen W. Kidder
$888K -$28.9K -200 -3%
LOAMS
1149
Lombard Odier Asset Management (Switzerland)
Switzerland
$884K +$536K +3,703 +154%
CC
1150
Courier Capital
New York
$883K -$36.1K -250 -4%
44 45
46
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