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Berkshire Hathaway Class A
BRK.A

602 hedge funds and large institutions have $29.6B invested in Berkshire Hathaway Class A in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

7.84% more ownership

Funds ownership: 22.64% → 30.49% (+7.8%)

6% more funds holding in top 10

Funds holding in top 10: 67 → 71 (+4)

5% more capital invested

Capital invested by funds: $28.3B → $29.6B (+$1.36B)

1% more funds holding

Funds holding: 599 → 602 (+3)

30% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 105

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.3M

Holders
602
Holders Change
+3
Holders Change %
+0.5%
% of All Funds
17.38%
Holding in Top 10
71
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.97%
% of All Funds
2.05%
New
31
Increased
73
Reduced
105
Closed
24
Calls
–
Puts
$2.3M
Net Calls
-$2.3M
Net Calls Change
+$2.09M

Top Buyers

Rank Fund Capital Flow
1
HC
HHG & Company
Connecticut
+$14B
2
Capital World Investors
Capital World Investors
California
+$312M
3
BFPW
BOK Financial Private Wealth
Colorado
+$105M
4
MCM
Manchester Capital Management
Vermont
+$87.1M
5
WIC
Wilkins Investment Counsel
Massachusetts
+$52.7M

Top Sellers

Rank Fund Capital Flow
1
AL
Agran Libbie
California
-$1.25B
2
LNWWM
Laird Norton Wetherby Wealth Management
California
-$192M
3
DSA
Davis Selected Advisers
Arizona
-$182M
4
Norges Bank
Norges Bank
Norway
-$55.8M
5
First Manhattan
First Manhattan
New York
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AVC
76
Arlington Value Capital
Utah
$25.7M -$527K -3 -2%
SB
77
Suntrust Banks
Georgia
$25.3M -$351K -2 -1%
Royal London Asset Management
78
Royal London Asset Management
United Kingdom
$25M -$1.23M -7 -5%
HCC
79
Hirtle Callaghan & Co
Pennsylvania
$24.7M – – –
RFS
80
Rockefeller Financial Services
New York
$23.8M -$702K -4 -3%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$23.7M – – –
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.2M +$21.8M +124 New
SOMRS
83
State of Michigan Retirement System
Michigan
$21.7M – – –
MA
84
Marshfield Associates
District of Columbia
$20.6M -$527K -3 -3%
GAI
85
General American Investors
New York
$20.6M – – –
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$20.4M – – –
RFC
87
Regions Financial Corp
Alabama
$19.9M -$702K -4 -4%
HK
88
Horizon Kinetics
New York
$19.1M – – –
EPIM
89
Equinox Partners Investment Management
Connecticut
$19M – – –
Creative Planning
90
Creative Planning
Kansas
$18.9M -$176K -1 -1%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$18.9M – – –
SMI
92
Shelter Mutual Insurance
Missouri
$18.9M – – –
CGT
93
Capital Guardian Trust
California
$18.7M -$6.32M -36 -26%
BC
94
Bartlett & Co
Ohio
$18.4M – – –
Select Equity Group
95
Select Equity Group
New York
$18.2M -$527K -3 -3%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$18M -$351K -2 -2%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$17.8M -$192M -1,095 -92%
SONJCPFA
98
State of New Jersey Common Pension Fund A
New Jersey
$17.8M – – –
MFAM
99
Motley Fool Asset Management
Virginia
$17.4M +$2.11M +12 +15%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$17M – – –
2 3
4
5 6

BRK.A Hedge Fund Activity: Q1 2014 in Review

602 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2014, worth a combined $29.6B — up 4.8% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BRK.A positions and 24 closed out — a net gain of 7 holders — while 73 added to existing stakes and 105 trimmed.

The largest buyer was HHG & Company, adding an estimated $14B. The largest seller was Agran Libbie, cutting an estimated $1.25B.

  • 602 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2014, up from 599 in Q4 2013.
  • Funds reported $29.6B of Berkshire Hathaway Class A stock for Q1 2014, up 4.8% quarter-over-quarter.
  • 31 funds opened new Berkshire Hathaway Class A positions in Q1 2014 and 24 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2014 was HHG & Company, an estimated $14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2014 was Agran Libbie, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2014.