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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.19%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$984M
2
State Street
2
State Street
Massachusetts
$9.21B
3
Goldman Sachs
3
Goldman Sachs
New York
$664M
4
GIM
4
Greylin Investment Management
Virginia
$103M
5
Morgan Stanley
5
Morgan Stanley
New York
$795M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.24B
4
CA
4
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1301
BSW Wealth Partners
Colorado
$286K – – –
GAM
1302
Gould Asset Management
California
$285K +$285K +2,400 New
SCG
1303
Strategic Capital Group
Washington
$283K +$10.7K +90 +4%
HC
1304
Highmount Capital
New York
$279K -$8.89K -75 -3%
RAM
1305
Riggs Asset Management
Pennsylvania
$276K +$276K +2,325 New
VIA
1306
Vantage Investment Advisors
Pennsylvania
$275K +$275K +2,321 New
DAM
1307
Doheny Asset Management
California
$273K – – –
SCA
1308
Stonebridge Capital Advisors
Minnesota
$272K +$272K +2,297 New
B
1309
Bailard
California
$270K -$59.2K -500 -18%
CCP
1310
Clarkston Capital Partners
Michigan
$269K -$9.85K -83 -4%
BT
1311
Bankers Trust
Iowa
$269K – – –
CCC
1312
Chelsea Counsel Company
California
$267K -$309K -2,600 -54%
PCM
1313
Peg Capital Management
New Hampshire
$267K – – –
CP
1314
Camelot Portfolios
Ohio
$267K +$267K +2,253 New
LC
1315
Lakeshore Capital
Alabama
$266K – – –
DLCIG
1316
D.L. Carlson Investment Group
New Hampshire
$264K +$8.9K +75 +3%
ST
1317
Sageworth Trust
Pennsylvania
$262K +$24.9K +210 +11%
FMLI
1318
Fukoku Mutual Life Insurance
Japan
$261K – – –
MBT
1319
Montecito Bank & Trust
California
$258K -$926K -7,821 -78%
SLG
1320
Stanley-Laman Group
Pennsylvania
$258K +$258K +2,175 New
GGPS
1321
Gary Goldberg Planning Services
New York
$256K – – –
JWM
1322
Jacobus Wealth Management
Wisconsin
$255K +$47.7K +403 +23%
PWM
1323
ParenteBeard Wealth Management
Pennsylvania
$251K -$4.14K -35 -2%
SAMT
1324
Select Asset Management & Trust
Pennsylvania
$251K +$251K +2,125 New
JMFC
1325
J.M. Forbes & Co
Massachusetts
$249K -$10.8K -91 -4%
51 52
53
54 55