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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
D.E. Shaw & Co
New York
$984M
2
State Street
State Street
Massachusetts
$9.21B
3
Goldman Sachs
Goldman Sachs
New York
$664M
4
GIM
Greylin Investment Management
Virginia
$103M
5
Morgan Stanley
Morgan Stanley
New York
$795M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$2.24B
4
CA
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
1351
Alpha Cubed Investments
California
$223K +$223K +1,877 New
CCM
1352
Carlson Capital Management
Minnesota
$223K +$223K +1,882 New
HHGA
1353
Halbert Hargrove Global Advisors
California
$220K +$220K +1,852 New
MAA
1354
Matrix Asset Advisors
New York
$219K – – –
TAM
1355
Trillium Asset Management
Massachusetts
$218K -$24.9K -210 -10%
ITIM
1356
Indiana Trust & Investment Management
Indiana
$218K – – –
HCM
1357
Hodges Capital Management
Texas
$216K – – –
LRPA
1358
L. Roy Papp & Associates
Arizona
$215K +$215K +1,811 New
KIC
1359
Keating Investment Counselors
Florida
$213K – – –
HIM
1360
Hillsdale Investment Management
Ontario, Canada
$213K +$59.2K +500 +38%
RP
1361
Riverbridge Partners
Minnesota
$213K +$213K +1,797 New
GWM
1362
Greenwich Wealth Management
Connecticut
$211K -$17.8K -150 -8%
CHC
1363
City Holding Co
West Virginia
$210K +$210K +1,771 New
FPIS
1364
Financial Planning & Information Services
Wisconsin
$210K +$210K +1,775 New
MMG
1365
Monetary Management Group
Missouri
$207K -$29.6K -250 -13%
FM
1366
Family Management
New York
$207K +$207K +1,750 New
PWAP
1367
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$204K +1,724 New
TSWM
1368
Triangle Securities Wealth Management
North Carolina
$202K -$17.8K -150 -8%
BKBG
1369
BHF Kleinwort Benson Group
Belgium
$199K – – –
First Eagle Investment Management
1370
First Eagle Investment Management
New York
$198K – – –
AC
1371
Alexandria Capital
Virginia
$197K +$11.8K +100 +6%
NC
1372
NewSquare Capital
Pennsylvania
$196K -$4.28K -36 -2%
SIA
1373
SeaBridge Investment Advisors
New Jersey
$184K – – –
GA
1374
Glenhill Advisors
New York
$183K -$2.33M -19,736 -93%
LOCB
1375
Lombard Odier & Cie (Bahamas)
Bahamas
$180K +$180K +1,515 New
53 54
55
56 57