BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1476
Landmark Financial Advisors
Kentucky
$274K +$274K +1,800 New
CHJWM
1477
Carlton Hofferkamp & Jenks Wealth Management
Texas
$273K +$9.75K +65 +4%
HCM
1478
Hodges Capital Management
Texas
$272K – – –
DAC
1479
Dividend Assets Capital
South Carolina
$271K +$26.3K +175 +11%
RP
1480
Riverbridge Partners
Minnesota
$270K – – –
BFIC
1481
Bedell Frazier Investment Counselling
California
$270K +$270K +1,800 New
PCMC
1482
Paragon Capital Management (Colorado)
Colorado
$270K +$270K +1,795 New
YP
1483
Yellowstone Partners
Idaho
$269K -$16.8K -112 -6%
STMM
1484
South Texas Money Management
Texas
$269K -$7.52K -50 -3%
BFEC
1485
Benjamin F. Edwards & Company
Missouri
$267K +$86.8K +578 +48%
AEPG
1486
American Economic Planning Group
New Jersey
$266K – – –
TAM
1487
Trillium Asset Management
Massachusetts
$266K – – –
LCM
1488
Leisure Capital Management
California
$264K +$264K +1,755 New
PFA
1489
Pure Financial Advisors
California
$263K +$263K +1,751 New
NIC
1490
Northwest Investment Counselors
Oregon
$261K +$261K +1,738 New
PWAP
1491
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$259K – – –
KA
1492
KLCM Advisors
Wisconsin
$259K +$259K +1,726 New
JCM
1493
Jag Capital Management
Missouri
$258K +$258K +1,718 New
CHC
1494
City Holding Co
West Virginia
$256K -$13.7K -91 -5%
FCIM
1495
Fairview Capital Investment Management
California
$255K – – –
DWM
1496
Dakota Wealth Management
Florida
$255K +$255K +1,688 New
FNBTCON
1497
First National Bank & Trust Co of Newtown
Pennsylvania
$255K +$255K +1,700 New
CR
1498
Cooperatieve Rabobank
Netherlands
$252K -$1.07M -7,141 -81%
GWA
1499
Genesis Wealth Advisors
Massachusetts
$252K +$252K +1,692 New
First Eagle Investment Management
1500
First Eagle Investment Management
New York
$251K – – –
58 59
60
61 62