BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
1276
Capital Advisors Inc
Oklahoma
$580K -$2.89K -20 -0.5%
GWM
1277
Greenwich Wealth Management
Connecticut
$576K -$2.88K -20 -0.5%
ABP
1278
Arthur B. Page
$576K – – –
BWA
1279
Burt Wealth Advisors
Maryland
$576K – – –
MBT
1280
Monroe Bank & Trust
Michigan
$574K -$53.5K -370 -9%
EWA
1281
EP Wealth Advisors
California
$574K -$2.17K -15 -0.4%
State Farm Mutual Automobile Insurance
1282
State Farm Mutual Automobile Insurance
Illinois
$573K – – –
B
1283
Bailard
California
$567K +$79K +548 +16%
AP
1284
Atwood & Palmer
Missouri
$567K +$567K +3,926 New
IT
1285
Independence Trust
Tennessee
$563K – – –
KP
1286
Keel Point
Alabama
$561K +$561K +3,890 New
BT
1287
Brandywine Trust
Delaware
$559K – – –
BIM
1288
Barton Investment Management
Pennsylvania
$557K – – –
ANTB
1289
AMG National Trust Bank
Colorado
$557K +$137K +950 +33%
SGK
1290
Steigerwald Gordon & Koch
Virginia
$555K +$43.3K +300 +8%
DT
1291
Diversified Trust
Tennessee
$554K -$69.6K -483 -11%
CPA
1292
Cowen Prime Advisors
New York
$554K – – –
JCM
1293
Janney Capital Management
Pennsylvania
$553K – – –
PP
1294
Patten & Patten
Tennessee
$550K -$26.8K -186 -5%
MCM
1295
MV Capital Management
Maryland
$550K – – –
YCM
1296
Yorkville Capital Management
New York
$550K +$337K +2,333 +158%
TF
1297
Tompkins Financial
New York
$549K -$10.5K -73 -2%
TCM
1298
Traynor Capital Management
Pennsylvania
$547K +$119K +825 +28%
DP
1299
Dearborn Partners
Illinois
$546K – – –
BRWM
1300
B. Riley Wealth Management
Tennessee
$545K +$14.4K +100 +3%
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52
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