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Berkshire Hathaway Class B

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

2% more funds holding

Funds holding: 1,3271,349 (+22)

7% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $989M

4% more capital invested

Capital invested by funds: $84B → $87.1B (+$3.11B)

0.44% less ownership

Funds ownership: 66.51%66.07% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 512

4% less funds holding in top 10

Funds holding in top 10: 216207 (-9)

Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.74%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.88B +$1.44B +12,458,431 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.71B +$322M +2,788,415 +4%
State Street
3
State Street
Massachusetts
$8.65B -$38.5M -333,419 -0.4%
BIT
4
BlackRock Institutional Trust
California
$5.23B -$103M -894,062 -2%
Northern Trust
5
Northern Trust
Illinois
$2.4B -$101M -878,449 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.21B +$59.7M +517,261 +3%
BFA
7
BlackRock Fund Advisors
California
$1.74B -$18.1M -156,976 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.46B +$33.6M +291,310 +2%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.36B +$56.7M +491,427 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.18B -$410M -3,558,060 -26%
BG
11
BlackRock Group
United Kingdom
$994M +$75.4M +653,748 +8%
TCIM
12
TIAA CREF Investment Management
New York
$951M -$107M -929,654 -10%
JP Morgan Chase
13
JP Morgan Chase
New York
$831M -$15.3M -132,622 -2%
FMI
14
Fiduciary Management Inc
Wisconsin
$767M -$85M -736,984 -10%
AllianceBernstein
15
AllianceBernstein
Tennessee
$728M +$50.6M +438,636 +7%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$727M +$88.2M +764,234 +14%
Boston Partners
17
Boston Partners
Massachusetts
$716M +$35.5M +307,674 +5%
Morgan Stanley
18
Morgan Stanley
New York
$667M -$12.6M -108,976 -2%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$606M -$23.2M -200,690 -4%
Bank of America
20
Bank of America
North Carolina
$601M -$9.11M -78,969 -1%
Norges Bank
21
Norges Bank
Norway
$597M -$10.7M -92,885 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$583M +$211M +1,826,311 +55%
Wells Fargo
23
Wells Fargo
California
$580M +$16.3M +141,322 +3%
BBHC
24
Brown Brothers Harriman & Co
New York
$577M -$71.9M -622,997 -11%
Legal & General Group
25
Legal & General Group
United Kingdom
$533M +$1.47M +12,739 +0.3%