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Berkshire Hathaway Class A
BRK.A

602 hedge funds and large institutions have $29.6B invested in Berkshire Hathaway Class A in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

7.84% more ownership

Funds ownership: 22.64% → 30.49% (+7.8%)

6% more funds holding in top 10

Funds holding in top 10: 67 → 71 (+4)

5% more capital invested

Capital invested by funds: $28.3B → $29.6B (+$1.36B)

1% more funds holding

Funds holding: 599 → 602 (+3)

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.3M

Holders
602
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
17.38%
Holding in Top 10
71
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.97%
% of All Funds
2.05%
New
31
Increased
73
Reduced
105
Closed
24
Calls
–
Puts
$2.3M
Net Calls
-$2.3M
Net Calls Change
+$2.09M

Top Buyers

Rank Fund Capital Flow
1
HC
HHG & Company
Connecticut
+$14B
2
Capital World Investors
Capital World Investors
California
+$312M
3
BFPW
BOK Financial Private Wealth
Colorado
+$105M
4
MCM
Manchester Capital Management
Vermont
+$87.1M
5
WIC
Wilkins Investment Counsel
Massachusetts
+$52.7M

Top Sellers

Rank Fund Capital Flow
1
AL
Agran Libbie
California
-$1.25B
2
LNWWM
Laird Norton Wetherby Wealth Management
California
-$192M
3
DSA
Davis Selected Advisers
Arizona
-$182M
4
Norges Bank
Norges Bank
Norway
-$55.8M
5
First Manhattan
First Manhattan
New York
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BM
276
Brandywine Managers
Delaware
$2.25M -$527K -3 -20%
MA
277
MUFG Americas
New York
$2.25M -$351K -2 -14%
BPCA
278
Bank Pictet & Cie (Asia)
Singapore
$2.25M – – –
ECAM
279
East Coast Asset Management
Massachusetts
$2.25M – – –
MJRIC
280
Mogy Joel R Investment Counsel
California
$2.25M – – –
TAM
281
Taurus Asset Management
New York
$2.25M – – –
UIM
282
Underhill Investment Management
California
$2.25M – – –
BIT
283
BlackRock Institutional Trust
California
$2.25M +$702K +4 +50%
CB
284
Commerce Bank
Missouri
$2.06M -$2.63M -15 -58%
Chevy Chase Trust
285
Chevy Chase Trust
Maryland
$2.06M -$176K -1 -8%
ANBT
286
American National Bank & Trust
Texas
$2.06M – – –
AL
287
Aspiriant LLC
California
$2.06M – – –
TT
288
Tower Trust
Indiana
$2.06M – – –
UR
289
USCA RIA
Texas
$2.06M – – –
PAG
290
Private Advisor Group
New Jersey
$2.06M +$1.05M +6 +120%
FAAS
291
First Allied Advisory Services
California
$2.06M +$351K +2 +22%
CK
292
Cohen Klingenstein
New York
$1.87M – – –
CL
293
CPWM LLC
Washington
$1.87M – – –
CIC
294
Crawford Investment Counsel
Georgia
$1.87M – – –
GC
295
Gruss & Co
Florida
$1.87M – – –
IIC
296
Ironwood Investment Counsel
Arizona
$1.87M – – –
KCP
297
Kenmare Capital Partners
New York
$1.87M – – –
NCM
298
Novare Capital Management
North Carolina
$1.87M – – –
PC
299
Permit Capital
Pennsylvania
$1.87M – – –
CCM
300
Compass Capital Management
Minnesota
$1.87M +$351K +2 +25%
10 11
12
13 14

BRK.A Hedge Fund Activity: Q1 2014 in Review

602 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2014, worth a combined $29.6B — up 4.8% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BRK.A positions and 24 closed out — a net gain of 7 holders — while 73 added to existing stakes and 105 trimmed.

The largest buyer was HHG & Company, adding an estimated $14B. The largest seller was Agran Libbie, cutting an estimated $1.25B.

  • 602 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2014, up from 599 in Q4 2013.
  • Funds reported $29.6B of Berkshire Hathaway Class A stock for Q1 2014, up 4.8% quarter-over-quarter.
  • 31 funds opened new Berkshire Hathaway Class A positions in Q1 2014 and 24 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2014 was HHG & Company, an estimated $14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2014 was Agran Libbie, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2014.