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
1301
Lucas Capital Management
New Jersey
$542K -$4.83K -37 -0.9%
AUB
1302
Atlantic Union Bankshares
Virginia
$542K – – –
SGH
1303
Schonfeld Group Holdings
New York
$539K +$322K +2,467 +148%
MBT
1304
Monroe Bank & Trust
Michigan
$538K +$15.4K +118 +3%
ACI
1305
Advance Capital I
Michigan
$535K -$274K -2,100 -34%
SIA
1306
SeaBridge Investment Advisors
New Jersey
$534K +$357K +2,740 +202%
BWA
1307
Burt Wealth Advisors
Maryland
$533K +$13K +100 +3%
GCMG
1308
Gyroscope Capital Management Group
Florida
$530K +$44.8K +343 +9%
VHAM
1309
Van Hulzen Asset Management
California
$528K – – –
ZIC
1310
ZWJ Investment Counsel
Georgia
$526K – – –
OCM
1311
Osterweis Capital Management
California
$525K – – –
CP
1312
Camelot Portfolios
Ohio
$525K +$49.8K +382 +10%
RT
1313
Rockland Trust
Massachusetts
$522K -$392K -3,005 -43%
MIC
1314
MU Investments Company
Japan
$522K -$12.9K -100 -2%
IAM
1315
Iridian Asset Management
Connecticut
$522K +$522K +4,000 New
SGK
1316
Steigerwald Gordon & Koch
Virginia
$519K -$3.26K -25 -0.6%
State Farm Mutual Automobile Insurance
1317
State Farm Mutual Automobile Insurance
Illinois
$518K – – –
MCM
1318
MV Capital Management
Maryland
$518K – – –
GWM
1319
Greenwich Wealth Management
Connecticut
$515K -$7.17K -55 -1%
ALA
1320
Atherton Lane Advisers
California
$515K +$48.5K +372 +10%
AP
1321
Atwood & Palmer
Missouri
$512K -$16.7K -128 -3%
MPIA
1322
Mountain Pacific Investment Advisers
Idaho
$512K – – –
TCM
1323
Tradewinds Capital Management
Washington
$511K +$8.48K +65 +2%
LA
1324
Lynch & Associates
Indiana
$509K +$19.6K +150 +4%
ABP
1325
Arthur B. Page
$508K – – –
51 52
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