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Berkshire Hathaway Class A

566 hedge funds and large institutions have $27.6B invested in Berkshire Hathaway Class A in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

5.67% more ownership

Funds ownership: 21.12%26.78% (+5.7%)

0% less funds holding

Funds holding: 568566 (-2)

2% less capital invested

Capital invested by funds: $28.2B → $27.6B (-$530M)

3% less call options, than puts

Call options by funds: $6.58M | Put options by funds: $6.81M

6% less funds holding in top 10

Funds holding in top 10: 6763 (-4)

38% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 94

Holders
566
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
18.35%
Holding in Top 10
63
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.97%
% of All Funds
2.04%
New
32
Increased
58
Reduced
94
Closed
28
Calls
$6.58M
Puts
$6.81M
Net Calls
-$227K
Net Calls Change
-$6.72M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$53.3M -$5.19M -30 -9%
Northern Trust
52
Northern Trust
Illinois
$52.3M -$1.38M -8 -3%
CAM
53
Chou Associates Management
Ontario, Canada
$51.1M
SF
54
Sarofim Fayez
Texas
$51.1M +$51.9M +300 New
Credit Agricole
55
Credit Agricole
France
$49.4M +$50.2M +290 New
BIM
56
Bridges Investment Management
Nebraska
$47.4M -$3.46M -20 -7%
BAM
57
Burgundy Asset Management
Ontario, Canada
$47.2M +$1.73M +10 +4%
FAM
58
Fenimore Asset Management
New York
$46M
FAMT
59
Fenimore Asset Management Trust
New York
$46M +$46.7M +270 New
Brown Advisory
60
Brown Advisory
Maryland
$45.8M -$5.19M -30 -10%
HIC
61
Hartline Investment Corp
Illinois
$44.8M
VKH
62
Virtu KCG Holdings
New York
$37.7M +$38.2M +221 New
Franklin Resources
63
Franklin Resources
California
$37.7M -$173K -1 -0.5%
RC
64
RBF Capital
California
$37.5M +$865K +5 +2%
Aviva
65
Aviva
United Kingdom
$37.1M +$6.23M +36 +20%
KIG
66
Kovitz Investment Group
Illinois
$36.3M +$1.73M +10 +5%
Morgan Stanley
67
Morgan Stanley
New York
$35.4M -$21.8M -126 -38%
BO
68
BRR OpCo
Ohio
$34.3M -$1.21M -7 -3%
M2MC
69
Matthew 25 Management Corp
Pennsylvania
$33.6M +$4.33M +25 +15%
VAM
70
Vontobel Asset Management
New York
$30.7M
UBS AM
71
UBS AM
Illinois
$30.5M -$1.38M -8 -4%
GLA
72
Great Lakes Advisors
Illinois
$29.1M -$1.04M -6 -3%
SFS
73
Signator Financial Services
Massachusetts
$28.5M
TU
74
TDAM USA
Ontario, Canada
$27.8M -$692K -4 -2%
SB
75
Suntrust Banks
Georgia
$27.8M -$519K -3 -2%

BRK.A Hedge Fund Activity: Q3 2013 in Review

566 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2013, worth a combined $27.6B — down 1.9% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRK.A positions and 28 closed out — a net gain of 4 holders — while 58 added to existing stakes and 94 trimmed.

The largest buyer was Busey Bank, adding an estimated $8.87B. The largest seller was Capital World Investors, cutting an estimated $512M.

  • 566 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2013, down from 568 in Q2 2013.
  • Funds reported $27.6B of Berkshire Hathaway Class A stock for Q3 2013, down 1.9% quarter-over-quarter.
  • 32 funds opened new Berkshire Hathaway Class A positions in Q3 2013 and 28 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2013 was Busey Bank, an estimated $8.87B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2013 was Capital World Investors, an estimated $512M sold.

Based on aggregated 13F filings for Q3 2013.