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 %
SAM
1226
Security Asset Management
New York
$673K – – –
PIM
1227
Penobscot Investment Management
Massachusetts
$670K – – –
KA
1228
Klingman & Associates
New York
$670K +$351K +2,689 +110%
NERM
1229
New England Research & Management
Illinois
$668K – – –
CWA
1230
Constellation Wealth Advisors
New York
$665K -$11.1K -85 -2%
BCM
1231
Boltwood Capital Management
California
$665K -$6.52K -50 -1%
NPIT
1232
National Penn Investors Trust
Pennsylvania
$658K -$4.04K -31 -0.6%
T
1233
Thomaspartners
Massachusetts
$655K -$86.9K -666 -12%
PNAA
1234
Pictet North America Advisors
Switzerland
$652K +$652K +5,000 New
BC
1235
Banced Corp
Illinois
$651K -$18.6K -143 -3%
1832 Asset Management
1236
1832 Asset Management
Ontario, Canada
$646K +$154K +1,228 +31%
PCMC
1237
Paragon Capital Management (Colorado)
Colorado
$645K +$411K +3,155 +176%
GVT
1238
Genesee Valley Trust
New York
$644K +$73.6K +564 +13%
MCM
1239
Maple Capital Management
Vermont
$642K -$26.1K -200 -4%
PCMK
1240
Paragon Capital Management (Kansas)
Kansas
$642K +$36.6K +281 +6%
GT
1241
Greenleaf Trust
Michigan
$640K – – –
TCM
1242
Traynor Capital Management
Pennsylvania
$640K +$23.7K +182 +4%
OCM
1243
Orleans Capital Management
Louisiana
$639K – – –
BWFM
1244
Bridgewater Wealth & Financial Management
Maryland
$637K +$10.4K +80 +2%
VDI
1245
Vaughan David Investments
Illinois
$634K +$10.4K +80 +2%
GC
1246
Gibson Capital
Pennsylvania
$633K +$24.8K +191 +4%
AWM
1247
AllSquare Wealth Management
New York
$632K +$13K +100 +2%
MCM
1248
Monarch Capital Management
Indiana
$628K -$192K -1,475 -23%
SIM
1249
Sonora Investment Management
Arizona
$627K +$627K +4,833 New
BIA
1250
Biondo Investment Advisors
Pennsylvania
$626K +$52.2K +400 +9%
48 49
50
51 52