BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.05%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M

Top Buyers

1
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$11.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.6B
3
State Street
3
State Street
Massachusetts
$10.8B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.24B
5
BIT
5
BlackRock Institutional Trust
California
$6.55B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$630M
2
Goldman Sachs
2
Goldman Sachs
New York
$528M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$890M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$896M
5
Northern Trust
5
Northern Trust
Illinois
$2.89B
Name Market Value Shares Shares
Change 		Shares
Change %
KT
1451
Kanaly Trust
Texas
$157K 1,133 – –
OC
1452
Oakworth Capital
Alabama
$154K 1,123 – –
PFO
1453
Pathstone Family Office
New Jersey
$153K 1,104 +1,104 New
CFS
1454
Community Financial System
New York
$145K 1,053 – –
FMP
1455
Financial Management Professionals
Texas
$145K 1,050 – –
FCT
1456
Family Capital Trust
Massachusetts
$145K 1,050 – –
SC
1457
SRB Corp
Massachusetts
$142K 1,029 +1,029 New
Loomis, Sayles & Company
1458
Loomis, Sayles & Company
Massachusetts
$138K 1,002 – –
VNB
1459
Valley National Bancorp
New York
$138K 1,000 – –
CP
1460
Corbenic Partners
Pennsylvania
$138K 1,000 +1,000 New
QT
1461
Quantbot Technologies
New York
$138K 1,001 +1,001 New
ZTNA
1462
Zions Trust National Association
Utah
$137K 988 -59 -6%
JG
1463
Jefferies Group
New York
$137K 990 +128 +15%
CFSG
1464
Community Financial Services Group
Vermont
$135K 975 – –
HRIA
1465
Haberer Registered Investment Advisor
Ohio
$131K 946 -50 -5%
CFN
1466
Cordasco Financial Network
Florida
$128K 930 – –
HCC
1467
Hirtle Callaghan & Co
Pennsylvania
$125K 905 -2,350 -72%
SJIM
1468
St. Johns Investment Management
Florida
$114K 828 – –
BOK
1469
Bank of Kentucky
Kentucky
$111K 800 – –
PIA
1470
Peachtree Investment Advisors
Georgia
$104K 750 +750 New
WAM
1471
Wallington Asset Management
Indiana
$102K 742 – –
WOC
1472
West Oak Capital
California
$99.5K 720 -30 -4%
CWM
1473
Cranbrook Wealth Management
Michigan
$97K 700 – –
BBPWM
1474
Blue Bell Private Wealth Management
Pennsylvania
$97K 700 – –
JAM
1475
Jolley Asset Management
North Carolina
$93K 670 – –
57 58
59
60 61