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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
+$386M |
| 2 |
WP
WMS Partners
Towson,
Maryland
|
+$108M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$81.6M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
+$34.4M |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$334M |
| 2 |
First Manhattan
New York
|
-$215M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$121M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$117M |
| 5 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$86.4M |
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.