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Berkshire Hathaway Class A
BRK.A

714 hedge funds and large institutions have $32.3B invested in Berkshire Hathaway Class A in 2014 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 78 increasing their positions, 95 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 12

17% more funds holding

Funds holding: 610 → 714 (+104)

9% more funds holding in top 10

Funds holding in top 10: 74 → 81 (+7)

6% more capital invested

Capital invested by funds: $30.6B → $32.3B (+$1.77B)

2.11% less ownership

Funds ownership: 23.94% → 21.83% (-2.1%)

18% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 95

Holders
714
Holders Change
+104
Holders Change %
+17.05%
% of All Funds
20.71%
Holding in Top 10
81
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.46%
% of All Funds
2.35%
New
122
Increased
78
Reduced
95
Closed
12
Calls
$1.78M
Puts
–
Net Calls
+$1.78M
Net Calls Change
+$1.78M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$293M
2
CK
Carnick & Kubik
Colorado
+$200M
3
MIM
Marco Investment Management
Georgia
+$180M
4
Northern Trust
Northern Trust
Illinois
+$64.3M
5
SBWM
Sunflower Bank Wealth Management
Arizona
+$40.2M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$3.37B
2
Norges Bank
Norges Bank
Norway
-$1.1B
3
BFPW
BOK Financial Private Wealth
Colorado
-$119M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$111M
5
Wells Fargo
Wells Fargo
California
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
76
Vontobel Asset Management
New York
$31.2M -$11M -55 -27%
GLA
77
Great Lakes Advisors
Illinois
$31M -$799K -4 -3%
SB
78
Suntrust Banks
Georgia
$29M – – –
BTS
79
BB&T Securities
Virginia
$26.9M +$200K +1 +8%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.7M – – –
Creative Planning
81
Creative Planning
Kansas
$25.2M +$1.4M +7 +6%
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$25M – – –
SOMRS
83
State of Michigan Retirement System
Michigan
$24M – – –
RFC
84
Regions Financial Corp
Alabama
$23M +$1.4M +7 +7%
GAI
85
General American Investors
New York
$22.8M – – –
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$21.7M +$2.4M +12 +13%
CGT
87
Capital Guardian Trust
California
$20.9M – – –
SMI
88
Shelter Mutual Insurance
Missouri
$20.9M – – –
Select Equity Group
89
Select Equity Group
New York
$20.9M +$400K +2 +2%
BC
90
Bartlett & Co
Ohio
$20.3M – – –
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$20.1M -$6.99M -35 -27%
HK
92
Horizon Kinetics
New York
$20.1M -$400K -2 -2%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$20.1M +$999K +5 +5%
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$19.7M – – –
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$19.7M – – –
MFAM
96
Motley Fool Asset Management
Virginia
$19.2M – – –
SAIG
97
Semper Augustus Investments Group
Colorado
$17.8M – – –
BP
98
Banyan Partners
Florida
$17.2M – – –
LWCA
99
Locust Wood Capital Advisers
New York
$17.2M – – –
William Blair & Company
100
William Blair & Company
Illinois
$16.8M -$400K -2 -2%
2 3
4
5 6

BRK.A Hedge Fund Activity: Q3 2014 in Review

714 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2014, worth a combined $32.3B — up 5.8% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BRK.A positions and 12 closed out — a net gain of 110 holders — while 78 added to existing stakes and 95 trimmed.

The largest buyer was Capital World Investors, adding an estimated $293M. The largest seller was BRR OpCo, cutting an estimated $3.37B.

  • 714 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2014, up from 610 in Q2 2014.
  • Funds reported $32.3B of Berkshire Hathaway Class A stock for Q3 2014, up 5.8% quarter-over-quarter.
  • 122 funds opened new Berkshire Hathaway Class A positions in Q3 2014 and 12 closed out, a net change of +110 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2014 was Capital World Investors, an estimated $293M added.
  • The largest Berkshire Hathaway Class A seller in Q3 2014 was BRR OpCo, an estimated $3.37B sold.

Based on aggregated 13F filings for Q3 2014.