BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$984M
2
State Street
State Street
Massachusetts
$9.21B
3
Goldman Sachs
Goldman Sachs
New York
$664M
4
GIM
Greylin Investment Management
Virginia
$103M
5
Morgan Stanley
Morgan Stanley
New York
$795M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.24B
4
CA
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1201
D.J. St. Germain
Massachusetts
$432K – – –
PIM
1202
Provident Investment Management
Michigan
$429K – – –
LBC
1203
Lowe Brockenbrough & Co
Virginia
$427K +$2.85K +24 +0.7%
UBWV
1204
United Bank (West Virginia)
West Virginia
$424K +$24.9K +210 +6%
HL
1205
HeadInvest LLC
Maine
$421K – – –
DMC
1206
Drexel Morgan & Co
Pennsylvania
$421K – – –
TWM
1207
Torch Wealth Management
Ohio
$421K +$421K +3,550 New
BCMIO
1208
Beacon Capital Management Inc (Ohio)
Ohio
$417K +$417K +3,520 New
CTA
1209
Colonial Trust Advisors
South Carolina
$416K – – –
MFO
1210
Marcuard Family Office
Switzerland
$415K – – –
FNBOH
1211
First National Bank of Hutchinson
Kansas
$414K +$23.7K +200 +6%
SSIA
1212
Spero-Smith Investment Advisers
Ohio
$414K +$117K +990 +40%
TCM
1213
Tradewinds Capital Management
Washington
$413K +$413K +3,487 New
SGK
1214
Steigerwald Gordon & Koch
Virginia
$408K -$2.97K -25 -0.7%
ALA
1215
Atherton Lane Advisers
California
$406K -$73K -616 -15%
MIHAS
1216
Maj Invest Holding A/S
Denmark
$406K – – –
FHB
1217
First Hawaiian Bank
Hawaii
$404K -$39.9K -337 -9%
SWM
1218
Segment Wealth Management
Texas
$403K – – –
PWAG
1219
Polaris Wealth Advisory Group
California
$397K +$2.96K +25 +0.8%
CCMG
1220
Clark Capital Management Group
Pennsylvania
$396K -$14.6K -123 -4%
MBT
1221
Monroe Bank & Trust
Michigan
$396K +$47.8K +403 +14%
HAIM
1222
Hunter Associates Investment Management
Pennsylvania
$391K -$5.92K -50 -1%
KB
1223
Kimelman & Baird
New York
$391K – – –
WA
1224
Waverly Advisors
Alabama
$390K – – –
HDIM
1225
Hanson & Doremus Investment Management
Vermont
$389K -$1.07K -9 -0.3%
47 48
49
50 51