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Berkshire Hathaway Class A
BRK.A

566 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.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

5.67% more ownership

Funds ownership: 21.12% → 26.78% (+5.7%)

0% less funds holding

Funds holding: 568 → 566 (-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

Holders
566
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
18.35%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
2.04%
New
32
Increased
58
Reduced
94
Closed
28
Calls
$6.58M
Puts
$6.81M
Net Calls
-$227K
Net Calls Change
-$6.72M

Top Buyers

Rank Fund Capital Flow
1
BB
Busey Bank
Illinois
+$8.87B
2
Norges Bank
Norges Bank
Norway
+$35.1M
3
MPIA
Mountain Pacific Investment Advisers
Idaho
+$34.6M
4
RFS
Rockefeller Financial Services
New York
+$22.7M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
+$21.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$512M
2
OWP
Obermeyer Wealth Partners
Colorado
-$189M
3
Goldman Sachs
Goldman Sachs
New York
-$143M
4
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
-$103M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$187M +$1.04M +6 +0.5%
Wells Fargo
27
Wells Fargo
California
$187M -$5.36M -31 -3%
MG
28
Markel Group
Virginia
$186M -$865K -5 -0.5%
WT
29
Wellcome Trust
United Kingdom
$170M – – –
ClearBridge Investments
30
ClearBridge Investments
New York
$159M -$4.33M -25 -3%
HTI
31
Hikari Tsushin Inc
Japan
$151M – – –
BIM
32
Baldwin Investment Management
Pennsylvania
$120M -$1.38M -8 -1%
State Street
33
State Street
Massachusetts
$118M -$10.6M -61 -8%
SZC
34
Sleep, Zakaria & Co
United Kingdom
$113M -$692K -4 -0.6%
US Bancorp
35
US Bancorp
Minnesota
$108M +$2.25M +13 +2%
IGIM
36
I.G. Investment Management
Manitoba, Canada
$94.1M – – –
EVM
37
Eaton Vance Management
Massachusetts
$89.7M – – –
Eagle Capital Management (New York)
38
Eagle Capital Management (New York)
New York
$88.6M -$865K -5 -1%
IFLIT
39
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$87.1M +$865K +5 +1%
AH
40
Allen Holding
New York
$85.2M – – –
HHAA
41
Henry H. Armstrong Associates
Pennsylvania
$80.8M -$692K -4 -0.8%
TAM
42
Timucuan Asset Management
Florida
$66.8M – – –
Goldman Sachs
43
Goldman Sachs
New York
$65.4M -$143M -824 -68%
VF
44
Virtu Financial
New York
$65.4M -$8.82M -51 -12%
AWG
45
Alpha Wave Global
New York
$65.4M +$6.4M +37 +11%
SI
46
Sentry Investments
Ontario, Canada
$64.1M – – –
HSBC Holdings
47
HSBC Holdings
United Kingdom
$59.2M +$1.73M +10 +3%
GF
48
Gabelli Funds
New York
$58.1M – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$56.7M -$1.21M -7 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$53.7M +$1.73M +10 +3%
1
2
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BRK.A Hedge Fund Activity: Q3 2013 in Review

566 of the 3,084 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.

  • 566 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2013, down from 568 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.