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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
GC
301
Gruss & Co
Florida
$1.9M – – –
IIC
302
Ironwood Investment Counsel
Arizona
$1.9M – – –
KCP
303
Kenmare Capital Partners
New York
$1.9M – – –
NCM
304
Novare Capital Management
North Carolina
$1.9M – – –
BSW
305
Buckingham Strategic Wealth
Missouri
$1.9M +$380K +2 +25%
BA
306
Bridgewater Advisors
New York
$1.89M +$266M +1,400 +15,556%
Truist Financial
307
Truist Financial
North Carolina
$1.71M -$569K -3 -25%
BCM
308
Bares Capital Management
Texas
$1.71M – – –
BFA
309
Bragg Financial Advisors
North Carolina
$1.71M – – –
FPCM
310
Financial Partners Capital Management
New York
$1.71M – – –
Fisher Asset Management
311
Fisher Asset Management
Washington
$1.71M – – –
KPCM
312
Kings Point Capital Management
New York
$1.71M – – –
PL
313
Parthenon LLC
Kentucky
$1.71M – – –
SBWIC
314
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.71M – – –
SYBT
315
Stock Yards Bank & Trust
Kentucky
$1.71M – – –
ZF
316
Zhang Financial
Michigan
$1.71M – – –
FNBT
317
FineMark National Bank & Trust
Florida
$1.71M +$133M +700 +35,000%
HC
318
HHG & Company
Connecticut
$1.52M -$15.2B -79,993 -100%
CCM
319
Compass Capital Management
Minnesota
$1.52M -$380K -2 -20%
FMBTD
320
First Midwest Bank Trust Division
Illinois
$1.52M -$190K -1 -11%
BOS
321
Bingham Osborn & Scarborough
California
$1.52M – – –
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
$1.52M – – –
CFA
323
Capstone Financial Advisors
Illinois
$1.52M – – –
CFB
324
Cullen/Frost Bankers
Texas
$1.52M – – –
GJIC
325
Gamble Jones Investment Counsel
California
$1.52M – – –
11 12
13
14 15

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.