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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$293M |
| 2 |
CK
Carnick & Kubik
Colorado Springs,
Colorado
|
+$200M |
| 3 |
MIM
Marco Investment Management
Atlanta,
Georgia
|
+$180M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$64.3M |
| 5 |
SBWM
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
+$40.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BO
BRR OpCo
Columbus,
Ohio
|
-$3.37B |
| 2 |
Norges Bank
Oslo,
Norway
|
-$1.1B |
| 3 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
-$119M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$111M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$101M |
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.