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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
American Century Companies
51
American Century Companies
Missouri
$64.2M -$949K -5 -1%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$61M +$1.9M +10 +3%
CAM
53
Chou Associates Management
Ontario, Canada
$60.8M – – –
BIM
54
Bridges Investment Management
Nebraska
$53.9M -$1.33M -7 -2%
Fayez Sarofim & Co
55
Fayez Sarofim & Co
Texas
$53.6M -$1.14M -6 -2%
Brown Advisory
56
Brown Advisory
Maryland
$53.6M – – –
BAM
57
Burgundy Asset Management
Ontario, Canada
$51.7M +$1.52M +8 +3%
Goldman Sachs
58
Goldman Sachs
New York
$50.5M -$7.78M -41 -13%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$49.9M +$49.9M +263 New
HIC
60
Hartline Investment Corp
Illinois
$48.8M – – –
VKH
61
Virtu KCG Holdings
New York
$46M +$15.2M +80 +49%
Aviva
62
Aviva
United Kingdom
$44.1M +$1.71M +9 +4%
M2MC
63
Matthew 25 Management Corp
Pennsylvania
$43.3M +$3.99M +21 +10%
Morgan Stanley
64
Morgan Stanley
New York
$41.8M -$569K -3 -1%
Franklin Resources
65
Franklin Resources
California
$41.2M -$380K -2 -0.9%
RC
66
RBF Capital
California
$40.8M -$949K -5 -2%
FAM
67
Fenimore Asset Management
New York
$39.3M – – –
VAM
68
Vontobel Asset Management
New York
$39.1M -$10.4M -55 -21%
Canada Life
69
Canada Life
Manitoba, Canada
$36.5M +$1.71M +9 +5%
UBS AM
70
UBS AM
Illinois
$34.9M -$569K -3 -2%
BO
71
BRR OpCo
Ohio
$32.3M +$3.19B +16,820 +9,344%
VF
72
Virtu Financial
New York
$31.3M -$25.1M -132 -44%
TU
73
TDAM USA
Ontario, Canada
$31.3M – – –
GLA
74
Great Lakes Advisors
Illinois
$29.2M -$759K -4 -3%
I2I
75
Insight 2811 Inc
Illinois
$29.2M – – –
1 2
3
4 5

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.