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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
HHG & Company
Darien,
Connecticut
|
+$14B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$312M |
| 3 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
+$105M |
| 4 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
+$87.1M |
| 5 |
WIC
Wilkins Investment Counsel
Boston,
Massachusetts
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Agran Libbie
Santa Monica,
California
|
-$1.25B |
| 2 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$192M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$182M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$55.8M |
| 5 |
First Manhattan
New York
|
-$53.2M |
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.