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 %
OPTFSNA
1551
Old Point Trust & Financial Services N A
Virginia
$203K +$203K +1,350 New
BE
1552
Bonness Enterprises
District of Columbia
$203K +$203K +1,350 New
PCTC
1553
Perkins Coie Trust Company
Washington
$200K – – –
CP
1554
Corbenic Partners
Pennsylvania
$200K +$49.9K +332 +33%
IC
1555
IKOS CIF
Cyprus
$199K +$199K +1,316 New
HIM
1556
Hillsdale Investment Management
Ontario, Canada
$195K -$45K -300 -19%
ARMT
1557
Amica Retiree Medical Trust
Rhode Island
$194K – – –
SIA
1558
SeaBridge Investment Advisors
New Jersey
$192K -$40.5K -270 -17%
PC
1559
Permit Capital
Pennsylvania
$191K -$67.4K -450 -26%
MFBTD
1560
MB Financial Bank - Trust Department
Illinois
$189K -$331K -2,213 -64%
AP
1561
Advisors Preferred
Maryland
$188K +$119K +792 +172%
FFC
1562
First Financial Corp
Indiana
$188K +$15K +100 +9%
SFPM
1563
Sensible Financial Planning & Management
Massachusetts
$183K +$183K +1,222 New
FWC
1564
First Washington Corp
Washington
$180K – – –
JWBC
1565
John W. Bristol & Co
New York
$175K – – –
MS
1566
Marshall & Sullivan
Washington
$174K +$174K +1,160 New
KT
1567
Kanaly Trust
Texas
$173K +$2.71K +18 +2%
OC
1568
Oakworth Capital
Alabama
$169K – – –
NFG
1569
NewFocus Financial Group
Washington
$166K +$166K +1,103 New
IF
1570
Ironwood Financial
Arizona
$159K +$159K +1,061 New
FMP
1571
Financial Management Professionals
Texas
$158K – – –
FCT
1572
Family Capital Trust
Massachusetts
$158K – – –
SC
1573
SRB Corp
Massachusetts
$155K – – –
Loomis, Sayles & Company
1574
Loomis, Sayles & Company
Massachusetts
$150K – – –
TC
1575
TradeLink Capital
Illinois
$150K +$150K +1,000 New
61 62
63
64 65