BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,687 hedge funds and large institutions have $109B invested in Berkshire Hathaway Class B in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 665 increasing their positions, 603 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,687
Holders Change
+33
Holders Change %
+2%
% of All Funds
45.5%
Holding in Top 10
290
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.54%
% of All Funds
7.82%
New
105
Increased
665
Reduced
603
Closed
56
Calls
$1.16B
Puts
$765M
Net Calls
+$395M
Net Calls Change
+$84.5M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$287M
2
VAM
Vontobel Asset Management
New York
+$177M
3
Norges Bank
Norges Bank
Norway
+$165M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$162M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$157M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$681M
2
State Street
State Street
Massachusetts
-$262M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$214M
4
BIT
BlackRock Institutional Trust
California
-$197M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1326
Patten & Patten
Tennessee
$523K +$3.95K +29 +0.8%
TF
1327
Tompkins Financial
New York
$518K – – –
YCM
1328
Yorkville Capital Management
New York
$518K – – –
SS
1329
Simplicity Solutions
Minnesota
$515K +$515K +3,781 New
HCMT
1330
Highland Capital Management (Tennessee)
Tennessee
$514K +$278K +2,045 +118%
LA
1331
Lynch & Associates
Indiana
$511K – – –
TCOT
1332
Trust Company of Toledo
Ohio
$510K – – –
DTL
1333
Dynamic Technology Lab
Singapore
$510K +$510K +3,746 New
GCMG
1334
Gyroscope Capital Management Group
Florida
$506K – – –
FWSM
1335
First Wilshire Securities Management
California
$505K – – –
WPC
1336
White Pine Capital
Minnesota
$504K – – –
BA
1337
BKS Advisors
Michigan
$503K +$16.9K +124 +3%
AA
1338
ALPS Advisors
Colorado
$497K +$7.63K +56 +2%
CAM
1339
Congress Asset Management
Massachusetts
$496K +$2.72K +20 +0.6%
CP
1340
Camelot Portfolios
Ohio
$496K +$10.6K +78 +2%
SIG
1341
Stanford Investment Group
California
$494K +$13.6K +100 +3%
SNT
1342
Security National Trust
West Virginia
$490K – – –
JWM
1343
Jacobus Wealth Management
Wisconsin
$489K -$11K -81 -2%
MJP
1344
Michael J. Puzo
$489K – – –
ALA
1345
Atherton Lane Advisers
California
$487K -$2.18K -16 -0.4%
HL
1346
HeadInvest LLC
Maine
$486K +$3.13K +23 +0.6%
KP
1347
Keel Point
Alabama
$484K -$64.1K -455 -12%
DMC
1348
Drexel Morgan & Co
Pennsylvania
$483K – – –
GHA
1349
GW Henssler & Associates
Georgia
$475K +$475K +3,493 New
ABTD
1350
Arvest Bank Trust Division
Oklahoma
$474K -$3.41K -25 -0.7%
52 53
54
55 56