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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
MCC
551
Mid Continent Capital
Illinois
$380K – – –
MKC
552
M. Kraus & Co
Vermont
$380K – – –
MPIA
553
Mountain Pacific Investment Advisers
Idaho
$380K – – –
NCM
554
Noesis Capital Mangement
Florida
$380K – – –
OPCM
555
Osborne Partners Capital Management
California
$380K – – –
OA
556
Outfitter Advisors
Virginia
$380K – – –
PIM
557
Penobscot Investment Management
Massachusetts
$380K – – –
PMG
558
ProVise Management Group
Florida
$380K – – –
QBFM
559
QS Batterymarch Financial Management
New York
$380K – – –
RCAG
560
Rehmann Capital Advisory Group
Michigan
$380K – – –
RHJA
561
Rice Hall James & Associates
California
$380K – – –
ST
562
Sabal Trust
Florida
$380K – – –
SIM
563
Sadoff Investment Management
Wisconsin
$380K – – –
SBCM
564
Schwerin Boyle Capital Management
Massachusetts
$380K – – –
SFSG
565
Stearns Financial Services Group
North Carolina
$380K – – –
SCM
566
Sterneck Capital Management
Missouri
$380K – – –
SCM
567
Stonebridge Capital Management
California
$380K – – –
TNB
568
Thomasville National Bank
Georgia
$380K – – –
TCOTO
569
Trust Company of the Ozarks
Missouri
$380K – – –
UAM
570
UAS Asset Management
New York
$380K – – –
WSCM
571
Wellington Shields Capital Management
New York
$380K – – –
ZIG
572
Zuckerman Investment Group
Illinois
$380K – – –
Flossbach Von Storch
573
Flossbach Von Storch
Germany
$380K +$190K +1 +100%
TCOV
574
Trust Company of Vermont
Vermont
$380K +$190K +1 +100%
BAM
575
Berkshire Asset Management
Pennsylvania
$380K +$380K +2 New
21 22
23
24 25

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.