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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BO
BRR OpCo
Columbus,
Ohio
|
+$3.19B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$1.04B |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$357M |
| 4 |
BA
Bridgewater Advisors
New York
|
+$266M |
| 5 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
HHG & Company
Darien,
Connecticut
|
-$15.2B |
| 2 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$107M |
| 3 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$94.3M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$92.6M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$67.6M |
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.