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Berkshire Hathaway Class A
BRK.A

610 hedge funds and large institutions have $30.6B invested in Berkshire Hathaway Class A in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding in top 10

Funds holding in top 10: 71 → 74 (+3)

1% more funds holding

Funds holding: 602 → 610 (+8)

3% more capital invested

Capital invested by funds: $29.6B → $30.6B (+$934M)

6.55% less ownership

Funds ownership: 30.49% → 23.94% (-6.5%)

20% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 104

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
17.52%
Holding in Top 10
74
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.23%
% of All Funds
2.13%
New
33
Increased
83
Reduced
104
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
+$3.19B
2
Norges Bank
Norges Bank
Norway
+$1.04B
3
JWA
JFS Wealth Advisors
Pennsylvania
+$357M
4
BA
Bridgewater Advisors
New York
+$266M
5
FNBT
FineMark National Bank & Trust
Florida
+$133M

Top Sellers

Rank Fund Capital Flow
1
HC
HHG & Company
Connecticut
-$15.2B
2
WPW
Waldron Private Wealth
Pennsylvania
-$107M
3
MCM
Manchester Capital Management
Vermont
-$94.3M
4
DSA
Davis Selected Advisers
Arizona
-$92.6M
5
Credit Agricole
Credit Agricole
France
-$67.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
251
K.J. Harrison & Partners
Ontario, Canada
$2.85M – – –
Luther King Capital Management (LKCM)
252
Luther King Capital Management (LKCM)
Texas
$2.85M – – –
BA
253
Birinyi Associates
Connecticut
$2.85M +$380K +2 +15%
SRC
254
Shufro Rose & Co
New York
$2.85M – – –
WPW
255
Waldron Private Wealth
Pennsylvania
$2.75M -$107M -565 -8%
JWBC
256
John W. Bristol & Co
New York
$2.66M – – –
PNAA
257
Pictet North America Advisors
Switzerland
$2.66M – – –
WCM
258
Wallace Capital Management
Texas
$2.66M – – –
WSTAM
259
Wilbanks Smith & Thomas Asset Management
Virginia
$2.66M – – –
WAS
260
Winch Advisory Services
Wisconsin
$2.66M – – –
BPCA
261
Bank Pictet & Cie (Asia)
Singapore
$2.66M +$380K +2 +17%
BIT
262
BlackRock Institutional Trust
California
$2.66M +$380K +2 +17%
AM
263
Account Management
Massachusetts
$2.66M – – –
LI
264
LMCG Investments
Massachusetts
$2.47M – – –
SC
265
Schulhoff & Co
Ohio
$2.47M – – –
Mariner
266
Mariner
Kansas
$2.47M +$1.14M +6 +86%
FFA
267
First Foundation Advisors
California
$2.47M +$2.47M +13 New
PWLP
268
Prio Wealth Limited Partnership
Massachusetts
$2.47M – – –
RHBC
269
R.H. Bluestein & Co
Michigan
$2.28M -$569K -3 -20%
LCOV
270
London Company of Virginia
Virginia
$2.28M -$380K -2 -14%
BM
271
Brandywine Managers
Delaware
$2.28M – – –
CCA
272
Cobblestone Capital Advisors
New York
$2.28M – – –
ECAM
273
East Coast Asset Management
Massachusetts
$2.28M – – –
MJRIC
274
Mogy Joel R Investment Counsel
California
$2.28M – – –
SCM
275
Steward Capital Management
Michigan
$2.28M – – –
9 10
11
12 13

BRK.A Hedge Fund Activity: Q2 2014 in Review

610 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2014, worth a combined $30.6B — up 3.2% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 22 closed out — a net gain of 11 holders — while 83 added to existing stakes and 104 trimmed.

The largest buyer was BRR OpCo, adding an estimated $3.19B. The largest seller was HHG & Company, cutting an estimated $15.2B.

  • 610 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2014, up from 602 in Q1 2014.
  • Funds reported $30.6B of Berkshire Hathaway Class A stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2014 and 22 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2014 was BRR OpCo, an estimated $3.19B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2014 was HHG & Company, an estimated $15.2B sold.

Based on aggregated 13F filings for Q2 2014.