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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
SB
76
Suntrust Banks
Georgia
$26.6M +$949K +5 +4%
Royal London Asset Management
77
Royal London Asset Management
United Kingdom
$25.2M -$190K -1 -0.8%
HCC
78
Hirtle Callaghan & Co
Pennsylvania
$25.1M – – –
COPPSERS
79
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.5M – – –
Toronto Dominion Bank
80
Toronto Dominion Bank
Ontario, Canada
$23.5M – – –
BTS
81
BB&T Securities
Virginia
$22.8M +$1.14M +6 +100%
SOMRS
82
State of Michigan Retirement System
Michigan
$22M – – –
Creative Planning
83
Creative Planning
Kansas
$21.8M +$2.66M +14 +14%
AVC
84
Arlington Value Capital
Utah
$21.5M -$4.56M -24 -18%
GAI
85
General American Investors
New York
$20.9M – – –
RFC
86
Regions Financial Corp
Alabama
$19.7M -$380K -2 -2%
CT
87
CMT Trading
Illinois
$19.4M +$2.28M +12 +13%
EPIM
88
Equinox Partners Investment Management
Connecticut
$19.4M – – –
Neuberger Berman Group
89
Neuberger Berman Group
New York
$19.4M +$190K +1 +1%
SMI
90
Shelter Mutual Insurance
Missouri
$19.2M – – –
CGT
91
Capital Guardian Trust
California
$19.2M +$190K +1 +1%
Select Equity Group
92
Select Equity Group
New York
$18.8M +$380K +2 +2%
HK
93
Horizon Kinetics
New York
$18.8M -$569K -3 -3%
BC
94
Bartlett & Co
Ohio
$18.6M – – –
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$18.2M -$2.47M -13 -12%
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$18M – – –
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$18M +$18M +95 New
MA
98
Marshfield Associates
District of Columbia
$17.9M -$3.04M -16 -15%
MFAM
99
Motley Fool Asset Management
Virginia
$17.7M – – –
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$17.7M – – –
2 3
4
5 6

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.