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 %
ACP
1376
Ashfield Capital Partners
California
$415K – – –
IWA
1377
Inspirion Wealth Advisors
Illinois
$415K – – –
NSAM
1378
North Star Asset Management
Wisconsin
$413K -$26K -200 -6%
JPTCCM
1379
J.P. Turner & Co Capital Management
Georgia
$412K +$1.17K +9 +0.3%
NGA
1380
Naples Global Advisors
Florida
$408K -$13K -100 -3%
TAM
1381
Trillium Asset Management
Massachusetts
$408K +$54.7K +420 +15%
PIM
1382
Provident Investment Management
Michigan
$406K – – –
MA
1383
Marshwinds Advisory
Georgia
$404K +$52.1K +400 +15%
W
1384
Wealthquest
Ohio
$402K – – –
HI
1385
Hudock Inc
Pennsylvania
$402K – – –
TNAM
1386
Terra Nova Asset Management
New York
$401K -$358K -2,746 -47%
HHGA
1387
Halbert Hargrove Global Advisors
California
$400K -$411K -3,151 -51%
FM
1388
Foster & Motley
Ohio
$397K +$2.61K +20 +0.7%
CCP
1389
Clarkston Capital Partners
Michigan
$390K – – –
CTA
1390
Colonial Trust Advisors
South Carolina
$384K -$6.52K -50 -2%
MC
1391
Middleton & Co
Massachusetts
$384K – – –
PFA
1392
Pure Financial Advisors
California
$382K -$47K -360 -11%
RCM
1393
Reynolds Capital Management
Nevada
$378K -$574K -4,400 -60%
CMP
1394
Courage Miller Partners
Virginia
$378K – – –
PAM
1395
Palisade Asset Management
Minnesota
$377K – – –
PAG
1396
Pinnacle Advisory Group
Maryland
$376K +$9.76K +75 +3%
SFPIA
1397
Stevens First Principles Investment Advisors
California
$376K +$353K +2,700 +1,500%
RP
1398
Riverbridge Partners
Minnesota
$371K – – –
CWM
1399
Confluence Wealth Management
Oregon
$367K +$21.4K +164 +6%
CISOA
1400
Capital Investment Services of America
Wisconsin
$365K – – –
54 55
56
57 58