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 %
LCM
1251
Logan Capital Management
Pennsylvania
$624K +$1.7K +13 +0.3%
WTB
1252
Washington Trust Bank
Washington
$624K +$91.8K +704 +17%
AMG
1253
Asset Management Group
Connecticut
$620K – – –
PPCM
1254
Pillar Pacific Capital Management
California
$619K – – –
BP
1255
BBR Partners
New York
$617K – – –
FA
1256
FCG Advisors
New Jersey
$615K +$34.2K +268 +6%
WI
1257
Wedgewood Investors
Pennsylvania
$612K – – –
Aristotle Capital Management
1258
Aristotle Capital Management
California
$606K – – –
SWM
1259
Stockman Wealth Management
Montana
$604K +$176K +1,350 +41%
SIM
1260
SSI Investment Management
California
$604K +$201K +1,534 +50%
FMLI
1261
Fukoku Mutual Life Insurance
Japan
$600K +$52.2K +400 +10%
NI
1262
NFC Investments
Tennessee
$599K +$202K +1,550 +51%
GLRA
1263
Gerald L. Ray & Associates
Texas
$597K +$2.09K +16 +0.4%
MCM
1264
Mengis Capital Management
Oregon
$596K +$16.7K +50 +3%
CBN
1265
Cadence Bank NA
Texas
$594K -$3.26K -25 -0.5%
AAMU
1266
Amundi Asset Management US
Massachusetts
$592K -$164K -1,255 -22%
FNFDCM
1267
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$591K – – –
LIA
1268
LBMC Investment Advisors
Tennessee
$591K – – –
CAI
1269
Capital Advisors Inc
Oklahoma
$589K -$5.22K -40 -0.9%
VKH
1270
Virtu KCG Holdings
New York
$588K -$13M -99,836 -96%
FAM
1271
Fred Alger Management
New York
$587K -$9.22M -70,699 -94%
LWM
1272
LBA Wealth Management
Florida
$587K +$509K +3,900 +650%
SFA
1273
Sequoia Financial Advisors
Ohio
$584K -$32.3K -248 -5%
AT
1274
Acadia Trust
Maine
$583K -$32.6K -250 -5%
SCG
1275
Sonata Capital Group
Washington
$578K – – –
49 50
51
52 53