Berkshire Hathaway Class A
BRK.A
567 hedge funds and large institutions have $27.6B invested in Berkshire Hathaway Class A in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 28 closing their positions.
14% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 28
5.67% more ownership
Funds ownership: 21.12% → 26.79% (+5.7%)
0% less funds holding
Funds holding: 569 → 567 (-2)
2% less capital invested
Capital invested by funds: $28.2B → $27.6B (-$530M)
3% less call options, than puts
Call options by funds: $6.58M | Put options by funds: $6.81M
6% less funds holding in top 10
Funds holding in top 10: 67 → 63 (-4)
38% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BB
Busey Bank
Urbana,
Illinois
|
+$8.87B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$35.1M |
| 3 |
MPIA
Mountain Pacific Investment Advisers
Boise,
Idaho
|
+$34.6M |
| 4 |
RFS
Rockefeller Financial Services
New York
|
+$22.7M |
| 5 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$512M |
| 2 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$189M |
| 3 |
Goldman Sachs
New York
|
-$143M |
| 4 |
SCA
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
-$103M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$63.3M |
BRK.A Hedge Fund Activity: Q3 2013 in Review
567 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2013, worth a combined $27.6B — down 1.9% from $28.2B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BRK.A positions and 28 closed out — a net gain of 4 holders — while 58 added to existing stakes and 94 trimmed.
The largest buyer was Busey Bank, adding an estimated $8.87B. The largest seller was Capital World Investors, cutting an estimated $512M.
- 567 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2013, down from 569 in Q2 2013.
- Funds reported $27.6B of Berkshire Hathaway Class A stock for Q3 2013, down 1.9% quarter-over-quarter.
- 32 funds opened new Berkshire Hathaway Class A positions in Q3 2013 and 28 closed out, a net change of +4 holders.
- The largest Berkshire Hathaway Class A buyer in Q3 2013 was Busey Bank, an estimated $8.87B added.
- The largest Berkshire Hathaway Class A seller in Q3 2013 was Capital World Investors, an estimated $512M sold.
Based on aggregated 13F filings for Q3 2013.