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Berkshire Hathaway Class A
BRK.A

599 hedge funds and large institutions have $28.3B invested in Berkshire Hathaway Class A in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 66 increasing their positions, 98 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

6% more funds holding in top 10

Funds holding in top 10: 63 → 67 (+4)

6% more funds holding

Funds holding: 567 → 599 (+32)

2% more capital invested

Capital invested by funds: $27.6B → $28.3B (+$642M)

4.14% less ownership

Funds ownership: 26.79% → 22.64% (-4.1%)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 98

39% less call options, than puts

Call options by funds: $6.88M | Put options by funds: $11.3M

Holders
599
Holders Change
+32
Holders Change %
+5.64%
% of All Funds
17.38%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.94%
New
57
Increased
66
Reduced
98
Closed
17
Calls
$6.88M
Puts
$11.3M
Net Calls
-$4.39M
Net Calls Change
-$4.16M

Top Buyers

Rank Fund Capital Flow
1
AL
Agran Libbie
California
+$1.24B
2
LNWWM
Laird Norton Wetherby Wealth Management
California
+$189M
3
Capital World Investors
Capital World Investors
California
+$149M
4
GIM
Greylin Investment Management
Virginia
+$34.7M
5
Canada Life
Canada Life
Manitoba, Canada
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
BB
Busey Bank
Illinois
-$8.9B
2
DSA
Davis Selected Advisers
Arizona
-$309M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$236M
4
First Manhattan
First Manhattan
New York
-$187M
5
Norges Bank
Norges Bank
Norway
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
51
Credit Agricole
France
$58.7M +$6.94M +40 +14%
American Century Companies
52
American Century Companies
Missouri
$57.5M +$1.73M +10 +3%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$55.9M -$173K -1 -0.3%
Northern Trust
54
Northern Trust
Illinois
$53.9M -$694K -4 -1%
CAM
55
Chou Associates Management
Ontario, Canada
$53.4M – – –
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$52.3M +$51M +294 New
VKH
57
Virtu KCG Holdings
New York
$50M +$10.4M +60 +27%
BIM
58
Bridges Investment Management
Nebraska
$49.1M -$347K -2 -0.7%
BAM
59
Burgundy Asset Management
Ontario, Canada
$48.4M -$867K -5 -2%
Brown Advisory
60
Brown Advisory
Maryland
$47.9M – – –
HIC
61
Hartline Investment Corp
Illinois
$45.7M -$1.04M -6 -2%
VF
62
Virtu Financial
New York
$43.4M -$24.3M -140 -36%
Aviva
63
Aviva
United Kingdom
$39.9M +$1.04M +6 +3%
Franklin Resources
64
Franklin Resources
California
$39.1M -$173K -1 -0.5%
RC
65
RBF Capital
California
$39.1M – – –
KIG
66
Kovitz Investment Group
Illinois
$37.9M – – –
FAM
67
Fenimore Asset Management
New York
$36.8M -$10.9M -63 -23%
Morgan Stanley
68
Morgan Stanley
New York
$36.3M -$694K -4 -2%
M2MC
69
Matthew 25 Management Corp
Pennsylvania
$36.3M +$1.21M +7 +4%
BO
70
BRR OpCo
Ohio
$34.2M -$1.56M -9 -4%
UBS AM
71
UBS AM
Illinois
$32.9M +$1.04M +6 +3%
Canada Life
72
Canada Life
Manitoba, Canada
$32.2M +$31.2M +180 New
VAM
73
Vontobel Asset Management
New York
$32M – – –
TU
74
TDAM USA
Ontario, Canada
$29.2M +$173K +1 +0.6%
GLA
75
Great Lakes Advisors
Illinois
$28.8M -$1.56M -9 -5%
1 2
3
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BRK.A Hedge Fund Activity: Q4 2013 in Review

599 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2013, worth a combined $28.3B — up 2.3% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BRK.A positions and 17 closed out — a net gain of 40 holders — while 66 added to existing stakes and 98 trimmed.

The largest buyer was Agran Libbie, adding an estimated $1.24B. The largest seller was Busey Bank, cutting an estimated $8.9B.

  • 599 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2013, up from 567 in Q3 2013.
  • Funds reported $28.3B of Berkshire Hathaway Class A stock for Q4 2013, up 2.3% quarter-over-quarter.
  • 57 funds opened new Berkshire Hathaway Class A positions in Q4 2013 and 17 closed out, a net change of +40 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2013 was Agran Libbie, an estimated $1.24B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2013 was Busey Bank, an estimated $8.9B sold.

Based on aggregated 13F filings for Q4 2013.