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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
599
Holders Change
+32
Holders Change %
+5.64%
% of All Funds
17.38%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.94%
New
57
Increased
66
Reduced
98
Closed
17
Calls
$6.88M
Puts
$11.3M
Net Calls
-$4.39M
Net Calls Change
-$4.16M

Top Buyers

Rank Fund Capital Flow
1
AL
Agran Libbie
California
+$1.24B
2
LNWWM
Laird Norton Wetherby Wealth Management
California
+$189M
3
Capital World Investors
Capital World Investors
California
+$149M
4
GIM
Greylin Investment Management
Virginia
+$34.7M
5
Canada Life
Canada Life
Manitoba, Canada
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
BB
Busey Bank
Illinois
-$8.9B
2
DSA
Davis Selected Advisers
Arizona
-$309M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$236M
4
First Manhattan
First Manhattan
New York
-$187M
5
Norges Bank
Norges Bank
Norway
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
551
Sadoff Investment Management
Wisconsin
$356K – – –
SBCM
552
Schwerin Boyle Capital Management
Massachusetts
$356K – – –
SFSG
553
Stearns Financial Services Group
North Carolina
$356K – – –
SCM
554
Sterneck Capital Management
Missouri
$356K – – –
SCM
555
Stonebridge Capital Management
California
$356K – – –
TNB
556
Thomasville National Bank
Georgia
$356K – – –
TCOTO
557
Trust Company of the Ozarks
Missouri
$356K – – –
UAM
558
UAS Asset Management
New York
$356K – – –
WA
559
Waverly Advisors
Alabama
$356K – – –
WB
560
Webster Bank
Connecticut
$356K – – –
WSCM
561
Wellington Shields Capital Management
New York
$356K – – –
WC
562
Wexford Capital
Florida
$356K – – –
ZIG
563
Zuckerman Investment Group
Illinois
$356K – – –
AF
564
Aldebaran Financial
$356K +$347K +2 New
ACM
565
American Capital Management
New York
$356K +$347K +2 New
BWM
566
Baystate Wealth Management
Massachusetts
$356K +$347K +2 New
CVM
567
Cheviot Value Management
California
$356K +$347K +2 New
CHC
568
City Holding Co
West Virginia
$356K +$347K +2 New
CIC
569
Cornercap Investment Counsel
Georgia
$356K +$347K +2 New
DAS
570
Dynamic Advisor Solutions
Arizona
$356K +$347K +2 New
HB
571
Homrich & Berg
Georgia
$356K +$347K +2 New
QBFM
572
QS Batterymarch Financial Management
New York
$356K +$347K +2 New
SCM
573
Stellar Capital Management
Arizona
$356K +$347K +2 New
GIM
574
Greylin Investment Management
Virginia
$356K +$34.7M +200 New
MKC
575
M. Kraus & Co
Vermont
$356K +$34.7M +200 New
21 22
23
24 25

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.