BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,654 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,654
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
44.12%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.19%
New
90
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$469M
2
Deutsche Bank
Deutsche Bank
Germany
+$283M
3
O
OppenheimerFunds
New York
+$215M
4
Renaissance Technologies
Renaissance Technologies
New York
+$192M
5
Principal Financial Group
Principal Financial Group
Iowa
+$175M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$722M
2
State Street
State Street
Massachusetts
-$649M
3
CS
Credit Suisse
Switzerland
-$144M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
1526
1834 Investment Advisors
Wisconsin
$228K +$228K +1,577 New
WIM
1527
Wilen Investment Management
Florida
$225K – – –
LOCC
1528
Lombard Odier & Cie (Canada)
Quebec, Canada
$224K – – –
PCA
1529
Private Capital Advisors
Connecticut
$224K – – –
SCP
1530
Syntal Capital Partners
Texas
$220K -$1.3K -9 -0.6%
WSC
1531
Wellington Shields & Co
New York
$220K – – –
AA
1532
Alesco Advisors
New York
$220K +$220K +1,525 New
IFB
1533
iAB Financial Bank
Indiana
$219K -$3.6K -25 -2%
KIC
1534
Keating Investment Counselors
Florida
$218K – – –
HF
1535
Hoxton Financial
West Virginia
$218K +$7.21K +50 +3%
SFM
1536
Signet Financial Management
New Jersey
$217K +$217K +1,502 New
ACM
1537
American Capital Management
New York
$216K -$238K -1,650 -52%
VST
1538
Van Strum & Towne
California
$216K – – –
RCA
1539
Rex Capital Advisors
Rhode Island
$216K – – –
IMAS
1540
ID Management A/S
Denmark
$216K – – –
SGC
1541
South Georgia Capital
Illinois
$216K – – –
PO
1542
Private Ocean
California
$215K – – –
PJSIMP
1543
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K +$212K +1,468 New
UBWV
1544
United Bank (West Virginia)
West Virginia
$211K -$55.7K -386 -21%
AAM
1545
Augustine Asset Management
Florida
$211K – – –
First Eagle Investment Management
1546
First Eagle Investment Management
New York
$209K -$31.6K -219 -13%
RB
1547
Rodgers Brothers
Pennsylvania
$209K – – –
BP
1548
BBR Partners
New York
$208K +$208K +1,438 New
FIG
1549
Fusion Investment Group
Pennsylvania
$206K -$214K -1,489 -51%
SAMC
1550
Spectrum Asset Management (California)
California
$206K +$1.01K +7 +0.5%
60 61
62
63 64