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 %
AMM
1126
American Money Management
California
$910K +$45.1K +346 +5%
WPW
1127
Waldron Private Wealth
Pennsylvania
$905K -$153K -1,170 -14%
GI
1128
Glovista Investments
New Jersey
$901K – – –
BAM
1129
Brave Asset Management
New Jersey
$898K – – –
MFS
1130
Madrona Financial Services
Washington
$893K – – –
BAM
1131
Bruderman Asset Management
New York
$885K +$489K +3,751 +124%
ERIM
1132
Eagle Ridge Investment Management
Connecticut
$880K +$295K +2,265 +51%
VNA
1133
Valley National Advisers
Pennsylvania
$879K – – –
JFA
1134
JNBA Financial Advisors
Minnesota
$879K +$6.52K +50 +0.7%
BHTS
1135
Bar Harbor Trust Services
Maine
$877K -$65.2K -500 -7%
TTWM
1136
TCV Trust & Wealth Management
Virginia
$877K +$9.78K +75 +1%
RR
1137
Robotti Robert
$876K – – –
SC
1138
Searle & Co
Connecticut
$874K – – –
ITIM
1139
Indiana Trust & Investment Management
Indiana
$874K +$163K +1,250 +23%
AFG
1140
Albion Financial Group
Utah
$873K +$32.6K +250 +4%
TCP
1141
TAMRO Capital Partners
Virginia
$872K -$926K -7,101 -52%
WC
1142
Woodstock Corp
Massachusetts
$872K -$867K -6,650 -50%
NFG
1143
Nadler Financial Group
Illinois
$871K -$19.6K -150 -2%
CCM
1144
Coldstream Capital Management
Washington
$870K +$138K +1,054 +19%
CAM
1145
Cubic Asset Management
Massachusetts
$868K +$49.5K +380 +6%
PFM
1146
Parsec Financial Management
North Carolina
$865K +$64.7K +496 +8%
ACM
1147
Ashford Capital Management
Delaware
$864K -$353K -2,706 -29%
MSU
1148
Maple Securities USA
New Jersey
$858K -$21.8K -167 -2%
CCM
1149
Catawba Capital Management
Virginia
$858K – – –
IT
1150
Independence Trust
Tennessee
$857K +$320K +2,458 +60%
44 45
46
47 48