BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.76%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.88B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.71B
3
Fisher Asset Management
Fisher Asset Management
Washington
$583M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$206M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$424M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
2
Swiss National Bank
Swiss National Bank
Switzerland
$0
3
First Eagle Investment Management
First Eagle Investment Management
New York
$189K
4
TCIM
TIAA CREF Investment Management
New York
$951M
5
BIT
BlackRock Institutional Trust
California
$5.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1276
Jacobus Wealth Management
Wisconsin
$199K – – –
Victory Capital Management
1277
Victory Capital Management
Texas
$197K +$197K +1,736 New
BKBG
1278
BHF Kleinwort Benson Group
Belgium
$191K -$171K -1,500 -47%
NC
1279
NewSquare Capital
Pennsylvania
$191K +$11.3K +100 +6%
First Eagle Investment Management
1280
First Eagle Investment Management
New York
$189K -$127M -1,117,831 -100%
AC
1281
Alexandria Capital
Virginia
$178K +$39.8K +350 +29%
SIA
1282
SeaBridge Investment Advisors
New Jersey
$176K – – –
TC
1283
TradeLink Capital
Illinois
$170K -$204K -1,800 -55%
PR
1284
Payden & Rygel
California
$170K – – –
CBT
1285
Central Bank & Trust
Kentucky
$169K – – –
AMI
1286
Amica Mutual Insurance
Rhode Island
$157K – – –
HIM
1287
Hillsdale Investment Management
Ontario, Canada
$148K -$22.8K -200 -13%
ZTNA
1288
Zions Trust National Association
Utah
$145K – – –
JWBC
1289
John W. Bristol & Co
New York
$144K -$3.87K -34 -3%
BWFA
1290
Baltimore-Washington Financial Advisors
Maryland
$136K -$17K -150 -11%
FA
1291
Financial Advantage
Maryland
$134K -$34K -300 -20%
WCM
1292
Windsor Capital Management
Arizona
$131K +$34.3K +301 +35%
BFEC
1293
Benjamin F. Edwards & Company
Missouri
$125K +$102K +900 +450%
CFS
1294
Community Financial System
New York
$120K – – –
FCT
1295
Family Capital Trust
Massachusetts
$119K -$56.7K -500 -32%
FMP
1296
Financial Management Professionals
Texas
$119K – – –
ACM
1297
Antonetti Capital Management
Florida
$118K – – –
Loomis, Sayles & Company
1298
Loomis, Sayles & Company
Massachusetts
$114K – – –
CFSG
1299
Community Financial Services Group
Vermont
$111K -$19.9K -175 -15%
FBT
1300
Founders Bank & Trust
Michigan
$109K +$14.8K +131 +16%
50 51
52
53 54