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 %
BIM
1326
Barton Investment Management
Pennsylvania
$503K – – –
GCA
1327
Guardian Capital Advisors
Ontario, Canada
$503K +$289K +2,234 +135%
EWA
1328
EP Wealth Advisors
California
$499K -$23.1K -177 -4%
YCM
1329
Yorkville Capital Management
New York
$497K – – –
BA
1330
BKS Advisors
Michigan
$496K +$13.6K +104 +3%
JCM
1331
Janney Capital Management
Pennsylvania
$494K +$494K +3,785 New
HL
1332
HeadInvest LLC
Maine
$493K +$26.9K +206 +6%
BSWMG
1333
Barrington Strategic Wealth Management Group
Illinois
$491K +$248K +1,900 +102%
PP
1334
Patten & Patten
Tennessee
$490K -$10.7K -82 -2%
TF
1335
Tompkins Financial
New York
$489K -$6.52K -50 -1%
TCOT
1336
Trust Company of Toledo
Ohio
$489K – – –
DT
1337
Diversified Trust
Tennessee
$488K -$17.5K -134 -3%
FWSM
1338
First Wilshire Securities Management
California
$484K – – –
KA
1339
Kovack Advisors
Florida
$483K +$104K +795 +27%
BA
1340
Birinyi Associates
Connecticut
$482K -$319K -2,450 -40%
WPC
1341
White Pine Capital
Minnesota
$482K – – –
I2I
1342
Insight 2811 Inc
Illinois
$478K +$186K +1,425 +64%
PFS
1343
Prospera Financial Services
Texas
$476K +$39.4K +302 +9%
SIM
1344
Sadoff Investment Management
Wisconsin
$476K +$52.1K +400 +12%
MJP
1345
Michael J. Puzo
$471K +$2.61K +20 +0.6%
SNT
1346
Security National Trust
West Virginia
$469K – – –
DMC
1347
Drexel Morgan & Co
Pennsylvania
$463K – – –
CAM
1348
Centre Asset Management
New York
$459K -$665K -5,096 -59%
CAM
1349
Congress Asset Management
Massachusetts
$457K -$18.2K -140 -4%
ACM
1350
Argent Capital Management
Missouri
$456K +$32.3K +248 +8%
52 53
54
55 56