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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Agran Libbie
Santa Monica,
California
|
+$1.24B |
| 2 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$189M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$149M |
| 4 |
GIM
Greylin Investment Management
Orange,
Virginia
|
+$34.7M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$31.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BB
Busey Bank
Urbana,
Illinois
|
-$8.9B |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$309M |
| 3 |
Bank of New York Mellon
New York
|
-$236M |
| 4 |
First Manhattan
New York
|
-$187M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$101M |
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.