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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
SAS
176
Spectrum Advisory Services
Georgia
$5.62M – – –
YAM
177
Yacktman Asset Management
Texas
$5.62M – – –
HFS
178
HL Financial Services
Kentucky
$5.43M -$527K -3 -9%
GI
179
GAMCO Investors
Connecticut
$5.43M -$176K -1 -3%
BCM
180
Beddow Capital Management
Wyoming
$5.43M – – –
GD
181
Grandfield & Dodd
New York
$5.43M – – –
NPF
182
Norris Perne & French
Michigan
$5.43M – – –
TYCC
183
Texas Yale Capital Corp
Florida
$5.43M +$702K +4 +16%
CTC
184
Central Trust Company
Missouri
$5.25M – – –
PL
185
Parkwood LLC
Ohio
$5.25M +$702K +4 +17%
CSM
186
Central Square Management
Illinois
$5.06M +$3.16M +18 +200%
Janus Henderson Group
187
Janus Henderson Group
United Kingdom
$4.87M +$176K +1 +4%
BIC
188
Bridges Investment Counsel
Nebraska
$4.87M -$2.63M -15 -37%
Millennium Management
189
Millennium Management
New York
$4.87M -$176K -1 -4%
GL
190
GLG LLC
New York
$4.87M +$4.56M +26 New
B
191
Baird
Wisconsin
$4.68M – – –
LC
192
Lilley & Co
Michigan
$4.68M – – –
WTB
193
Washington Trust Bank
Washington
$4.68M +$4.39M +25 New
DC
194
Davenport & Co
Virginia
$4.68M -$176K -1 -4%
CAM
195
Carret Asset Management
New York
$4.5M -$351K -2 -8%
SAA
196
Southeast Asset Advisors
Georgia
$4.5M – – –
TAM
197
Tocqueville Asset Management
New York
$4.5M – – –
Allianz Asset Management
198
Allianz Asset Management
Germany
$4.31M – – –
SIM
199
Sterling Investment Management
Arizona
$4.31M – – –
ACM
200
Ashford Capital Management
Delaware
$4.12M – – –
6 7
8
9 10

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.