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
$10.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.49B
3
Vanguard Group
Vanguard Group
Pennsylvania
$12.6B
4
Fidelity International
Fidelity International
Bermuda
$339M
5
Ameriprise
Ameriprise
Minnesota
$823M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$396M
2
Prudential Financial
Prudential Financial
New Jersey
$405M
3
AllianceBernstein
AllianceBernstein
Tennessee
$681M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.4M
5
Goldman Sachs
Goldman Sachs
New York
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1351
Triangle Securities Wealth Management
North Carolina
$455K +$123K +944 +37%
ABTD
1352
Arvest Bank Trust Division
Oklahoma
$454K – – –
B
1353
Bailard
California
$452K – – –
KP
1354
Keel Point
Alabama
$448K – – –
PFP
1355
Pinnacle Financial Partners
Tennessee
$448K +$652 +5 +0.1%
DLHL
1356
Donald L. Hagan LLC
Florida
$448K +$137K +1,050 +44%
SIG
1357
Stanford Investment Group
California
$445K -$28K -215 -6%
HDIM
1358
Hanson & Doremus Investment Management
Vermont
$445K +$13K +100 +3%
SSIA
1359
Spero-Smith Investment Advisers
Ohio
$444K – – –
GC
1360
Gratus Capital
Georgia
$442K +$442K +3,389 New
CAW
1361
Cornerstone Advisors (Washington)
Washington
$441K +$19.8K +152 +5%
JWM
1362
Jacobus Wealth Management
Wisconsin
$440K -$28.3K -217 -6%
MIM
1363
Marco Investment Management
Georgia
$438K +$8.08K +62 +2%
GAM
1364
Gemmer Asset Management
California
$438K +$19.8K +152 +5%
CHA
1365
Cedar Hill Associates
Illinois
$438K +$65.8K +505 +18%
BST
1366
Bath Savings Trust
Maine
$437K -$352K -2,700 -45%
LBC
1367
Lowe Brockenbrough & Co
Virginia
$436K – – –
OAJ
1368
Ogorek Anthony Joseph
New York
$436K – – –
SFFS
1369
Stonehage Fleming Financial Services
Jersey
$435K -$92K -705 -17%
MPM
1370
Meritage Portfolio Management
Kansas
$429K -$13.1K -100 -3%
BL
1371
Balentine LLC
Georgia
$429K +$205K +1,570 +91%
SAMC
1372
Shinko Asset Management Company
Japan
$427K -$14.9K -114 -3%
DBG
1373
De Burlo Group
Massachusetts
$426K – – –
FC
1374
Forte Capital
New York
$419K +$33.3K +255 +9%
CCM
1375
Carlson Capital Management
Minnesota
$415K -$174K -1,332 -29%
53 54
55
56 57