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 %
WIM
1526
Wilen Investment Management
Florida
$225K – – –
SGC
1527
South Georgia Capital
Illinois
$225K – – –
IMAS
1528
ID Management A/S
Denmark
$225K +$225K +1,500 New
RDM
1529
Retirement Design & Management
Connecticut
$225K +$225K +1,500 New
VST
1530
Van Strum & Towne
California
$224K – – –
PO
1531
Private Ocean
California
$223K – – –
YCM
1532
Yorkville Capital Management
New York
$222K – – –
MFW
1533
Meristem Family Wealth
Minnesota
$220K -$7.13M -4,732 -97%
HF
1534
Hoxton Financial
West Virginia
$220K +$45K +299 +26%
N
1535
Natixis
France
$219K -$67.8M -451,535 -100%
Twin Tree Management
1536
Twin Tree Management
Texas
$219K -$2.84M -18,925 -93%
JGUA
1537
John G. Ullman & Associates
New York
$218K – – –
RB
1538
Rodgers Brothers
Pennsylvania
$218K – – –
CAM
1539
Concorde Asset Management
Michigan
$217K +$217K +1,448 New
LD
1540
Lipe & Dalton
New York
$215K +$215K +1,430 New
FPCP
1541
Fort Point Capital Partners
California
$214K -$12.3K -82 -5%
ACS
1542
Archford Capital Strategies
Illinois
$213K – – –
PAA
1543
Peregrine Asset Advisers
Oregon
$213K +$213K +1,420 New
SAMC
1544
Spectrum Asset Management (California)
California
$213K +$213K +1,420 New
GA
1545
Geller Advisors
New York
$210K -$75.9K -506 -27%
HI
1546
Horizon Investments
North Carolina
$209K +$209K +1,394 New
AMI
1547
Amica Mutual Insurance
Rhode Island
$208K – – –
CCMG
1548
Clark Capital Management Group
Pennsylvania
$207K +$207K +1,378 New
CWP
1549
Capital Wealth Planning
Florida
$206K -$410K -2,730 -67%
AIA
1550
Arbor Investment Advisors
North Carolina
$206K +$206K +1,370 New
60 61
62
63 64