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 %
BTNA
1276
Bremer Trust National Association
Minnesota
$577K – – –
STMM
1277
South Texas Money Management
Texas
$576K +$260K +1,995 +82%
BT
1278
Brandywine Trust
Delaware
$571K +$65.2K +500 +13%
FBT
1279
First Bankers Trust
Kentucky
$567K +$652 +5 +0.1%
LNC
1280
Lincoln National Corp
Pennsylvania
$567K +$75.7K +583 +15%
OIA
1281
Optimum Investment Advisors
Illinois
$567K +$567K +4,350 New
GHA
1282
GW Henssler & Associates
Georgia
$563K +$108K +827 +24%
CFA
1283
Capstone Financial Advisors
Illinois
$561K -$73.3K -562 -12%
HAIM
1284
Hunter Associates Investment Management
Pennsylvania
$561K – – –
WF
1285
WealthTrust Fairport
Ohio
$560K +$168K +1,290 +43%
IAS
1286
IMA Advisory Services
Colorado
$559K -$201K -1,542 -26%
WPC
1287
Waters Parkerson & Co
Louisiana
$558K – – –
IOOF
1288
Independent Order of Foresters
Ontario, Canada
$558K – – –
TNBTD
1289
Trustmark National Bank Trust Department
Mississippi
$557K -$23.9K -183 -4%
VSWA
1290
Vontobel Swiss Wealth Advisors
Switzerland
$556K -$187K -1,470 -25%
MMPW
1291
Mitchell McLeod Pugh & Williams
Alabama
$556K – – –
LCM
1292
LVM Capital Management
Michigan
$555K – – –
WB
1293
Webster Bank
Connecticut
$554K -$15K -115 -3%
Kayne Anderson Rudnick Investment Management
1294
Kayne Anderson Rudnick Investment Management
California
$554K – – –
DJSG
1295
D.J. St. Germain
Massachusetts
$551K -$2.61K -20 -0.5%
Westfield Capital Management
1296
Westfield Capital Management
Massachusetts
$549K – – –
BAAM
1297
Baker Avenue Asset Management
California
$546K -$81.4K -624 -13%
WA
1298
WBH Advisory
Maryland
$545K – – –
Pacer Advisors
1299
Pacer Advisors
Pennsylvania
$545K – – –
CIP
1300
Convergence Investment Partners
Florida
$545K +$20.2K +155 +4%
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52
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