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 %
KTC
1151
Kistler-Tiffany Companies
Pennsylvania
$882K +$8.51K +59 +1%
SPC
1152
Stewart & Patten Company
California
$881K -$18K -125 -2%
TCM
1153
Tradition Capital Management
New Jersey
$862K -$47.6K -330 -5%
CFA
1154
Capstone Financial Advisors
Illinois
$857K – – –
CBB
1155
Citizens Business Bank
California
$856K -$27.1K -188 -3%
ATC
1156
Adirondack Trust Company
New York
$851K +$8.65K +60 +1%
BC
1157
Burney Company
Virginia
$850K +$850K +5,889 New
SFT
1158
Simmons First Trust
Arkansas
$849K -$54.7K -379 -6%
UAS
1159
United Asset Strategies
New York
$845K +$23K +163 +3%
WAM
1160
Weatherly Asset Management
California
$843K – – –
CWM
1161
Concert Wealth Management
California
$840K -$10.9K -76 -1%
ATC
1162
Argent Trust Co
Tennessee
$836K +$4.04K +28 +0.5%
Victory Capital Management
1163
Victory Capital Management
Texas
$832K -$1.29M -8,907 -61%
FHA
1164
First Horizon Advisors
Tennessee
$832K -$25.1K -174 -3%
SCM
1165
Schnieders Capital Management
California
$830K +$147K +1,016 +21%
CG
1166
Caprock Group
Idaho
$825K -$34.9K -242 -4%
HCM
1167
Harvey Capital Management
Florida
$815K – – –
T
1168
Thomaspartners
Massachusetts
$812K – – –
EFSCE
1169
Enterprise Financial Services Corp (EFSC)
Missouri
$810K – – –
MC
1170
Mathes Company
New York
$808K – – –
SC
1171
Stratford Consulting
Texas
$804K +$7.07K +49 +0.9%
EWM
1172
Evermay Wealth Management
Virginia
$802K +$94.5K +655 +13%
SAM
1173
SignalPoint Asset Management
Missouri
$799K +$159K +1,102 +25%
LA
1174
LVW Advisors
New York
$797K -$59.5K -412 -7%
AWA
1175
ARS Wealth Advisors
Florida
$797K +$797K +5,520 New
45 46
47
48 49