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Berkshire Hathaway Class A
BRK.A

610 hedge funds and large institutions have $30.6B invested in Berkshire Hathaway Class A in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding in top 10

Funds holding in top 10: 71 → 74 (+3)

1% more funds holding

Funds holding: 602 → 610 (+8)

3% more capital invested

Capital invested by funds: $29.6B → $30.6B (+$934M)

6.55% less ownership

Funds ownership: 30.49% → 23.94% (-6.5%)

20% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 104

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
17.52%
Holding in Top 10
74
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.23%
% of All Funds
2.13%
New
33
Increased
83
Reduced
104
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
+$3.19B
2
Norges Bank
Norges Bank
Norway
+$1.04B
3
JWA
JFS Wealth Advisors
Pennsylvania
+$357M
4
BA
Bridgewater Advisors
New York
+$266M
5
FNBT
FineMark National Bank & Trust
Florida
+$133M

Top Sellers

Rank Fund Capital Flow
1
HC
HHG & Company
Connecticut
-$15.2B
2
WPW
Waldron Private Wealth
Pennsylvania
-$107M
3
MCM
Manchester Capital Management
Vermont
-$94.3M
4
DSA
Davis Selected Advisers
Arizona
-$92.6M
5
Credit Agricole
Credit Agricole
France
-$67.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$211M +$380K +2 +0.2%
MG
27
Markel Group
Virginia
$205M – – –
Wells Fargo
28
Wells Fargo
California
$197M -$3.42M -18 -2%
WT
29
Wellcome Trust
United Kingdom
$190M – – –
ClearBridge Investments
30
ClearBridge Investments
New York
$173M +$380K +2 +0.2%
HTI
31
Hikari Tsushin Inc
Japan
$160M – – –
State Street
32
State Street
Massachusetts
$140M +$190K +1 +0.1%
BIM
33
Baldwin Investment Management
Pennsylvania
$131M -$2.09M -11 -2%
US Bancorp
34
US Bancorp
Minnesota
$129M +$8.16M +43 +7%
HP
35
Hikari Power
Japan
$113M – – –
IGIM
36
I.G. Investment Management
Manitoba, Canada
$105M – – –
SI
37
Sentry Investments
Ontario, Canada
$103M -$3.04M -16 -3%
EVM
38
Eaton Vance Management
Massachusetts
$101M +$1.14M +6 +1%
Eagle Capital Management (New York)
39
Eagle Capital Management (New York)
New York
$98.7M – – –
IFLIT
40
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$97M – – –
AH
41
Allen Holding
New York
$95M – – –
AWG
42
Alpha Wave Global
New York
$91.2M +$18.2M +96 +25%
HHAA
43
Henry H. Armstrong Associates
Pennsylvania
$87.9M -$569K -3 -0.6%
Northern Trust
44
Northern Trust
Illinois
$83M +$24.7M +130 +42%
TAM
45
Timucuan Asset Management
Florida
$74.4M – – –
PCC
46
Punch Card Capital
Florida
$70.8M – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$70.1M +$6.45M +34 +10%
WPP
48
Whalerock Point Partners
Rhode Island
$66.7M -$1.14M -6 -2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$64.8M – – –
GF
50
Gabelli Funds
New York
$64.4M -$190K -1 -0.3%
1
2
3 4 5

BRK.A Hedge Fund Activity: Q2 2014 in Review

610 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2014, worth a combined $30.6B — up 3.2% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 22 closed out — a net gain of 11 holders — while 83 added to existing stakes and 104 trimmed.

The largest buyer was BRR OpCo, adding an estimated $3.19B. The largest seller was HHG & Company, cutting an estimated $15.2B.

  • 610 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2014, up from 602 in Q1 2014.
  • Funds reported $30.6B of Berkshire Hathaway Class A stock for Q2 2014, up 3.2% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2014 and 22 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2014 was BRR OpCo, an estimated $3.19B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2014 was HHG & Company, an estimated $15.2B sold.

Based on aggregated 13F filings for Q2 2014.