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Berkshire Hathaway Class B

1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 49

8% more funds holding

Funds holding: 1,3491,451 (+102)

5% more capital invested

Capital invested by funds: $87.1B → $91.9B (+$4.77B)

3% more funds holding in top 10

Funds holding in top 10: 207213 (+6)

4% more repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 504

4% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.09B

0.21% more ownership

Funds ownership: 66.07%66.28% (+0.21%)

Holders
1,451
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.12%
Holding in Top 10
213
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.9%
% of All Funds
6.18%
New
167
Increased
524
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$9.73B -$578M -5,000,000 -6%
State Street
2
State Street
Massachusetts
$9.21B +$169M +1,462,076 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.04B -$51.2M -442,790 -0.6%
BIT
4
BlackRock Institutional Trust
California
$5.42B -$42.5M -367,791 -0.8%
Northern Trust
5
Northern Trust
Illinois
$2.52B +$7.12M +61,585 +0.3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.24B -$74.4M -643,820 -3%
BFA
7
BlackRock Fund Advisors
California
$1.89B +$70.9M +613,087 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.62B +$87.2M +753,775 +6%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.5B +$70.2M +607,471 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.19B -$41M -354,631 -3%
BG
11
BlackRock Group
United Kingdom
$1.03B -$7.01M -60,635 -0.7%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$984M +$219M +1,893,542 +30%
TCIM
13
TIAA CREF Investment Management
New York
$957M -$35.7M -308,630 -4%
Boston Partners
14
Boston Partners
Massachusetts
$821M +$71.3M +616,283 +10%
FMI
15
Fiduciary Management Inc
Wisconsin
$807M +$5.75M +49,715 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$795M +$96.3M +832,434 +14%
AllianceBernstein
17
AllianceBernstein
Tennessee
$771M +$10.3M +89,027 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$692M -$171M -1,479,334 -20%
Goldman Sachs
19
Goldman Sachs
New York
$664M +$136M +1,178,080 +27%
Bank of America
20
Bank of America
North Carolina
$644M +$16.1M +138,969 +3%
Wells Fargo
21
Wells Fargo
California
$636M +$29.4M +254,424 +5%
Fisher Asset Management
22
Fisher Asset Management
Washington
$615M +$6.15M +53,149 +1%
BBHC
23
Brown Brothers Harriman & Co
New York
$608M +$5.17M +44,675 +0.9%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$608M -$24.1M -208,500 -4%
Norges Bank
25
Norges Bank
Norway
$566M -$55.7M -481,506 -9%