BRK.B icon

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
1
D.E. Shaw & Co
New York
$984M
2
State Street
2
State Street
Massachusetts
$9.21B
3
Goldman Sachs
3
Goldman Sachs
New York
$664M
4
GIM
4
Greylin Investment Management
Virginia
$103M
5
Morgan Stanley
5
Morgan Stanley
New York
$795M

Top Sellers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.73B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$692M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$2.24B
4
CA
4
Commerzbank Aktiengesellschaft
Germany
$75.7M
5
Teacher Retirement System of Texas
5
Teacher Retirement System of Texas
Texas
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
1401
Madison Scottsdale
Arizona
$89K – – –
WAM
1402
Wallington Asset Management
Indiana
$88K – – –
BBPWM
1403
Blue Bell Private Wealth Management
Pennsylvania
$83K +$83K +700 New
VCM
1404
Vigilant Capital Management
Maine
$80K – – –
PCTC
1405
Perkins Coie Trust Company
Washington
$74K +$74K +625 New
CRM
1406
Cramer Rosenthal McGlynn
Connecticut
$71K – – –
CFG
1407
CKW Financial Group
Hawaii
$71K +$71K +603 New
ACM
1408
Antonetti Capital Management
Florida
$64K -$58.9K -500 -48%
MUMSS
1409
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64K – – –
OSAM
1410
O'Shaughnessy Asset Management
Connecticut
$62K +$2.03K +17 +3%
IMS
1411
Index Management Solutions
Pennsylvania
$61K -$204K -1,711 -77%
JIR
1412
James Investment Research
Ohio
$60K – – –
RI
1413
Redwood Investments
Massachusetts
$60K – – –
GI
1414
Gradient Investments
Minnesota
$60K +$5.88K +50 +11%
Twin Tree Management
1415
Twin Tree Management
Texas
$54K -$941K -7,893 -95%
AW
1416
Alpha Windward
Massachusetts
$51K +$15.3K +130 +43%
AA
1417
AlphaMark Advisors
Kentucky
$47K – – –
JAM
1418
Jolley Asset Management
North Carolina
$44K -$832K -7,000 -95%
MAS
1419
Madden Advisory Services
Florida
$44K +$8.35K +71 +23%
PC
1420
Permit Capital
Pennsylvania
$41K – – –
HCC
1421
Hirtle Callaghan & Co
Pennsylvania
$41K – – –
AIM
1422
Acuity Investment Management
Ontario, Canada
$41K – – –
PTCG
1423
Pring Turner Capital Group
California
$41K +$41K +350 New
Flossbach Von Storch
1424
Flossbach Von Storch
Germany
$36K – – –
FMB
1425
Field & Main Bank
Kentucky
$36K +$36K +300 New
55 56
57
58 59