BRK.B icon

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 %
Manulife (Manufacturers Life Insurance)
1326
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249K -$13.3K -112,400 -5%
BSWMG
1327
Barrington Strategic Wealth Management Group
Illinois
$246K -$2.37K -20 -1%
GIP
1328
Greatmark Investment Partners
Georgia
$245K – – –
MCM
1329
Marathon Capital Management
Maryland
$243K +$1.19K +10 +0.5%
CCM
1330
Crossvault Capital Management
Texas
$243K +$243K +2,050 New
GVT
1331
Genesee Valley Trust
New York
$243K +$243K +2,053 New
ODCM
1332
Old Dominion Capital Management
Virginia
$242K – – –
FSA
1333
Financial Sense Advisors
California
$242K +$5.91K +50 +3%
PFC
1334
Phocas Financial Corp
California
$238K -$285K -2,408 -55%
KLWA
1335
Kelly Lawrence W & Associates
California
$238K – – –
ICRM
1336
Insight Capital Research & Management
California
$237K – – –
PBT
1337
Pictet Bank & Trust
Bahamas
$237K +$237K +2,000 New
GC
1338
Gibson Capital
Pennsylvania
$236K -$54.3K -458 -19%
MAM
1339
Mizuho Asset Management
Japan
$233K -$15.3K -129 -6%
MTC
1340
McDaniel Terry & Co
Texas
$232K +$18.6K +157 +9%
CHA
1341
Cedar Hill Associates
Illinois
$231K -$8.28K -70 -3%
BO
1342
Bank OZK
Arkansas
$231K – – –
IWC
1343
Integrated Wealth Counsel
California
$230K -$59.3K -500 -20%
BCM
1344
Beck Capital Management
Texas
$230K +$230K +2,070 New
WF
1345
WealthTrust Fairport
Ohio
$229K – – –
CCA
1346
Checchi Capital Advisers
California
$229K +$229K +1,928 New
BII
1347
Bainco International Investors
Massachusetts
$225K -$11.8K -100 -5%
WIM
1348
Wilen Investment Management
Florida
$225K – – –
NSCM
1349
New South Capital Management
Tennessee
$225K +$225K +1,900 New
ASN
1350
Advisory Services Network
Georgia
$223K +$223K +1,877 New
52 53
54
55 56