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 %
GAM
1326
Gemmer Asset Management
California
$507K +$31.5K +218 +7%
NIS
1327
National Investment Services
Wisconsin
$507K +$507K +3,510 New
ABTD
1328
Arvest Bank Trust Division
Oklahoma
$506K -$129K -895 -20%
PFP
1329
Pinnacle Financial Partners
Tennessee
$501K -$7.21K -50 -1%
GCM
1330
Graham Capital Management
Connecticut
$498K -$1.96M -13,550 -80%
NGA
1331
Naples Global Advisors
Florida
$498K +$20.1K +139 +4%
BOTW
1332
Bank of the West
California
$496K -$7.22K -50 -1%
SSIA
1333
Spero-Smith Investment Advisers
Ohio
$492K -$13K -90 -3%
SIM
1334
SSI Investment Management
California
$491K -$232K -1,602 -32%
PAG
1335
Pinnacle Advisory Group
Maryland
$485K -$269K -1,866 -36%
LBC
1336
Lowe Brockenbrough & Co
Virginia
$483K – – –
OAJ
1337
Ogorek Anthony Joseph
New York
$483K +$82.3K +570 +21%
MPM
1338
Meritage Portfolio Management
Kansas
$481K +$98.8K +685 +26%
FNBOH
1339
First National Bank of Hutchinson
Kansas
$479K -$28.9K -200 -6%
HDIM
1340
Hanson & Doremus Investment Management
Vermont
$478K -$5.05K -35 -1%
KB
1341
Kimelman & Baird
New York
$476K – – –
VAM
1342
Visium Asset Management
New York
$476K +$129K +894 +37%
NSAM
1343
North Star Asset Management
Wisconsin
$475K -$22.3K -155 -4%
SWM
1344
Stockman Wealth Management
Montana
$474K – – –
FM
1345
Family Management
New York
$473K – – –
DBG
1346
De Burlo Group
Massachusetts
$472K – – –
SIM
1347
Sadoff Investment Management
Wisconsin
$469K – – –
ACM
1348
Argent Capital Management
Missouri
$469K +$180K +1,250 +63%
NYLT
1349
New York Life Trust
New York
$467K -$3.18K -22 -0.7%
JPTCCM
1350
J.P. Turner & Co Capital Management
Georgia
$462K -$20.6K -144 -4%
52 53
54
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