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 %
EGA
1151
E&G Advisors
Texas
$855K – – –
IIA
1152
IPG Investment Advisors
California
$854K +$211K +1,615 +33%
HA
1153
Harfst & Associates
Wyoming
$853K -$15.5K -119 -2%
AB
1154
AT Bancorp
Iowa
$853K – – –
CPA
1155
Capital Planning Advisors
California
$851K -$25K -192 -3%
AB
1156
Atlas Brown
Kentucky
$849K – – –
ATC
1157
Argent Trust Co
Tennessee
$845K +$11.5K +88 +1%
EWM
1158
Endurance Wealth Management
Rhode Island
$837K +$184K +1,378 +28%
CCM
1159
Cadence Capital Management
Massachusetts
$834K +$834K +6,392 New
BUB
1160
BBVA USA Bancshares
Texas
$832K -$3.36M -25,776 -80%
EFSCE
1161
Enterprise Financial Services Corp (EFSC)
Missouri
$831K +$142K +1,092 +21%
ATC
1162
Adirondack Trust Company
New York
$830K +$20.9K +160 +3%
KCM
1163
Kornitzer Capital Management
Kansas
$828K +$176K +1,350 +27%
PCM
1164
Palisade Capital Management
New Jersey
$821K -$2.52M -19,321 -75%
EWM
1165
Evermay Wealth Management
Virginia
$820K +$82K +629 +11%
PM
1166
Penbrook Management
New York
$815K – – –
ANTB
1167
AMG National Trust Bank
Colorado
$814K -$81K -621 -9%
GCP
1168
GSA Capital Partners
United Kingdom
$811K -$582K -4,467 -42%
BONST
1169
Bank of Nova Scotia Trust
Ontario, Canada
$806K -$652 -5 -0.1%
IP
1170
Investment Partners
Ohio
$800K +$32.7K +250 +4%
Nomura Holdings
1171
Nomura Holdings
Japan
$794K -$41.1M -316,806 -98%
FFC
1172
First Financial Corp
Indiana
$784K +$164K +1,260 +27%
EWA
1173
Exencial Wealth Advisors
Oklahoma
$781K – – –
BC
1174
Burney Company
Virginia
$778K +$128K +997 +20%
SFSIG
1175
San Francisco Sentry Investment Group
California
$777K -$9.13K -70 -1%
45 46
47
48 49