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Berkshire Hathaway Class A
BRK.A

599 hedge funds and large institutions have $28.3B invested in Berkshire Hathaway Class A in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 66 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

6% more funds holding in top 10

Funds holding in top 10: 63 → 67 (+4)

6% more funds holding

Funds holding: 567 → 599 (+32)

2% more capital invested

Capital invested by funds: $27.6B → $28.3B (+$642M)

4.14% less ownership

Funds ownership: 26.79% → 22.64% (-4.1%)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 98

39% less call options, than puts

Call options by funds: $6.88M | Put options by funds: $11.3M

Holders
599
Holders Change
+32
Holders Change %
+5.64%
% of All Funds
17.38%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.94%
New
57
Increased
66
Reduced
98
Closed
17
Calls
$6.88M
Puts
$11.3M
Net Calls
-$4.39M
Net Calls Change
-$4.16M

Top Buyers

Rank Fund Capital Flow
1
AL
Agran Libbie
California
+$1.24B
2
LNWWM
Laird Norton Wetherby Wealth Management
California
+$189M
3
Capital World Investors
Capital World Investors
California
+$149M
4
GIM
Greylin Investment Management
Virginia
+$34.7M
5
Canada Life
Canada Life
Manitoba, Canada
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
BB
Busey Bank
Illinois
-$8.9B
2
DSA
Davis Selected Advisers
Arizona
-$309M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$236M
4
First Manhattan
First Manhattan
New York
-$187M
5
Norges Bank
Norges Bank
Norway
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
351
Mariner
Kansas
$1.25M – – –
PP
352
Palladium Partners
Virginia
$1.25M – – –
RGC
353
Roberts, Glore & Co
Illinois
$1.25M – – –
SAM
354
Southeastern Asset Management
Tennessee
$1.25M – – –
SBWM
355
Sunflower Bank Wealth Management
Arizona
$1.25M – – –
SBWIC
356
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25M +$173K +1 +17%
CIC
357
Chilton Investment Company
Connecticut
$1.25M +$1.21M +7 New
OIM
358
Orca Investment Management
Oregon
$1.25M +$1.21M +7 New
RHFI
359
Reilly Herbert Faulkner III
$1.24M +$1.21M +7 New
BPB
360
Badgley, Phelps & Bell
Washington
$1.13M – – –
CLOS
361
Compagnie Lombard Odier SCmA
Switzerland
$1.07M +$1.04M +6 New
CAI
362
Capital Advisors Inc
Oklahoma
$1.07M – – –
FQ
363
First Quadrant
California
$1.07M -$173K -1 -14%
AC
364
Alexandria Capital
Virginia
$1.07M – – –
ABC
365
Associated Banc-Corp
Wisconsin
$1.07M – – –
BC
366
Blackhill Capital
New Jersey
$1.07M – – –
CCC
367
Chelsea Counsel Company
California
$1.07M – – –
CW
368
Cobiz Wealth
Colorado
$1.07M – – –
CL
369
Croft-Leominster
Maryland
$1.07M – – –
FCM
370
Fairholme Capital Management
Florida
$1.07M – – –
JWM
371
Jacobus Wealth Management
Wisconsin
$1.07M – – –
MC
372
Montag & Caldwell
Georgia
$1.07M – – –
OMCS
373
Old Mutual Customised Solutions
South Africa
$1.07M – – –
RC
374
Riversville Capital
Connecticut
$1.07M – – –
SCA
375
STALEY CAPITAL ADVISERS
Pennsylvania
$1.07M – – –
13 14
15
16 17

BRK.A Hedge Fund Activity: Q4 2013 in Review

599 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2013, worth a combined $28.3B — up 2.3% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BRK.A positions and 17 closed out — a net gain of 40 holders — while 66 added to existing stakes and 98 trimmed.

The largest buyer was Agran Libbie, adding an estimated $1.24B. The largest seller was Busey Bank, cutting an estimated $8.9B.

  • 599 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2013, up from 567 in Q3 2013.
  • Funds reported $28.3B of Berkshire Hathaway Class A stock for Q4 2013, up 2.3% quarter-over-quarter.
  • 57 funds opened new Berkshire Hathaway Class A positions in Q4 2013 and 17 closed out, a net change of +40 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2013 was Agran Libbie, an estimated $1.24B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2013 was Busey Bank, an estimated $8.9B sold.

Based on aggregated 13F filings for Q4 2013.