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Berkshire Hathaway Class A
BRK.A

768 hedge funds and large institutions have $34.3B invested in Berkshire Hathaway Class A in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 72 increasing their positions, 116 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 14

11% more funds holding in top 10

Funds holding in top 10: 81 → 90 (+9)

8% more funds holding

Funds holding: 714 → 768 (+54)

6% more capital invested

Capital invested by funds: $32.3B → $34.3B (+$1.94B)

0.2% more ownership

Funds ownership: 21.83% → 22.03% (+0.2%)

38% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 116

55% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $5.88M

Holders
768
Holders Change
+54
Holders Change %
+7.56%
% of All Funds
20.47%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
2.4%
New
77
Increased
72
Reduced
116
Closed
14
Calls
$2.63M
Puts
$5.88M
Net Calls
-$3.25M
Net Calls Change
-$5.04M

Top Buyers

Rank Fund Capital Flow
1
EIA
Edgemoor Investment Advisors
Maryland
+$386M
2
WP
WMS Partners
Maryland
+$108M
3
BA
BlackRock Advisors
Delaware
+$81.6M
4
BG
BlackRock Group
United Kingdom
+$34.4M
5
WPW
Waldron Private Wealth
Pennsylvania
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
DSA
Davis Selected Advisers
Arizona
-$334M
2
First Manhattan
First Manhattan
New York
-$215M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$121M
4
BBHC
Brown Brothers Harriman & Co
New York
-$117M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$86.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
26
Markel Group
Virginia
$244M – – –
Invesco
27
Invesco
Georgia
$242M -$6.06M -28 -3%
ClearBridge Investments
28
ClearBridge Investments
New York
$220M +$11.7M +54 +6%
MIM
29
Marco Investment Management
Georgia
$203M – – –
HTI
30
Hikari Tsushin Inc
Japan
$169M – – –
State Street
31
State Street
Massachusetts
$157M -$1.73M -8 -1%
BIM
32
Baldwin Investment Management
Pennsylvania
$154M -$433K -2 -0.3%
US Bancorp
33
US Bancorp
Minnesota
$151M – – –
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$144M -$121M -560 -47%
HP
35
Hikari Power
Japan
$133M – – –
IGIM
36
I.G. Investment Management
Manitoba, Canada
$120M -$4.11M -19 -3%
EVM
37
Eaton Vance Management
Massachusetts
$117M -$2.81M -13 -2%
Wells Fargo
38
Wells Fargo
California
$116M -$4.11M -19 -4%
IFLIT
39
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$115M – – –
AH
40
Allen Holding
New York
$113M – – –
AWG
41
Alpha Wave Global
New York
$108M – – –
HHAA
42
Henry H. Armstrong Associates
Pennsylvania
$104M -$649K -3 -0.6%
Eagle Capital Management (New York)
43
Eagle Capital Management (New York)
New York
$103M -$13.6M -63 -12%
SI
44
Sentry Investments
Ontario, Canada
$95.1M – – –
Northern Trust
45
Northern Trust
Illinois
$92M -$76M -351 -46%
TAM
46
Timucuan Asset Management
Florida
$88.6M – – –
BA
47
BlackRock Advisors
Delaware
$85.2M +$81.6M +377 New
PCM
48
Punch Card Management
Florida
$84.3M +$80.8M +373 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$82.8M -$1.3M -6 -2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$81.1M -$2.6M -12 -3%
1
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BRK.A Hedge Fund Activity: Q4 2014 in Review

768 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2014, worth a combined $34.3B — up 6% from $32.3B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BRK.A positions and 14 closed out — a net gain of 63 holders — while 72 added to existing stakes and 116 trimmed.

The largest buyer was Edgemoor Investment Advisors, adding an estimated $386M. The largest seller was Davis Selected Advisers, cutting an estimated $334M.

  • 768 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2014, up from 714 in Q3 2014.
  • Funds reported $34.3B of Berkshire Hathaway Class A stock for Q4 2014, up 6% quarter-over-quarter.
  • 77 funds opened new Berkshire Hathaway Class A positions in Q4 2014 and 14 closed out, a net change of +63 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2014 was Edgemoor Investment Advisors, an estimated $386M added.
  • The largest Berkshire Hathaway Class A seller in Q4 2014 was Davis Selected Advisers, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2014.