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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
Citadel Advisors
576
Citadel Advisors
Florida
$380K +$380K +2 New
FBC
577
Fairfield, Bush & Co
Connecticut
$380K +$380K +2 New
LNC
578
Lincoln National Corp
Pennsylvania
$380K +$380K +2 New
MBT
579
Montecito Bank & Trust
California
$380K +$380K +2 New
PFBT
580
Parkside Financial Bank & Trust
Missouri
$380K +$380K +2 New
PRC
581
Platte River Capital
Colorado
$380K +$380K +2 New
SFG
582
SNS Financial Group
Minnesota
$380K +$380K +2 New
AWM
583
Avior Wealth Management
Nebraska
$380K +$19M +100 +10,000%
GC
584
Garde Capital
Washington
$380K +$38M +200 New
JAFL
585
Jay A. Fishman Ltd
Michigan
$380K – – –
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$380K – – –
1832 Asset Management
587
1832 Asset Management
Ontario, Canada
$379K – – –
JIC
588
Johnson Investment Counsel
Ohio
$379K – – –
CHC
589
City Holding Co
West Virginia
$376K – – –
FNBTCON
590
First National Bank & Trust Co of Newtown
Pennsylvania
$376K – – –
WS
591
Wedbush Securities
California
$270K – – –
CAL
592
Capital Advisors Ltd
Ohio
$190K – – –
DOA
593
D'Orazio & Associates
Virginia
$190K – – –
FHA
594
First Horizon Advisors
Tennessee
$190K – – –
FWC
595
First Washington Corp
Washington
$190K – – –
HPBT
596
High Point Bank & Trust
North Carolina
$190K – – –
JIR
597
James Investment Research
Ohio
$190K – – –
JFA
598
JNBA Financial Advisors
Minnesota
$190K – – –
KLWA
599
Kelly Lawrence W & Associates
California
$190K – – –
MLIM
600
Mountain Lake Investment Management
Florida
$190K – – –
22 23
24
25 26

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.