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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
SA
201
SQ Advisors
Florida
$3.99M -$2.28M -12 -36%
ANTB
202
AMG National Trust Bank
Colorado
$3.99M – – –
BAC
203
Boys Arnold & Co
North Carolina
$3.99M – – –
CC
204
Cannell Capital
Wyoming
$3.99M – – –
Aristotle Capital Management
205
Aristotle Capital Management
California
$3.99M +$190K +1 +5%
FNT
206
First Nebraska Trust
Nebraska
$3.99M – – –
WT
207
Wilmington Trust
Delaware
$3.8M – – –
ASA
208
Armstrong Shaw Associates
Connecticut
$3.8M – – –
CSIC
209
Clifford Swan Investment Counsel
California
$3.8M – – –
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$3.8M – – –
PMG
211
Private Management Group
California
$3.8M – – –
EWM
212
Evercore Wealth Management
New York
$3.61M – – –
KFC
213
Klingenstein Fields & Co
New York
$3.61M – – –
DI
214
Dalton Investments
Nevada
$3.61M -$380K -2 -10%
BEAM
215
Baker Ellis Asset Management
Washington
$3.61M -$190K -1 -5%
ACM
216
Alta Capital Management
Utah
$3.61M – – –
AAM
217
AR Asset Management
California
$3.61M – – –
AC
218
Avenir Corporation
Virginia
$3.61M – – –
EA
219
Elm Advisors
California
$3.61M – – –
FNFDCM
220
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.61M – – –
MHIM
221
MacNealy Hoover Investment Management
Ohio
$3.61M – – –
PCM
222
Palisade Capital Management
New Jersey
$3.61M – – –
EIA
223
Edgemoor Investment Advisors
Maryland
$3.61M +$3.23M +17 +850%
DADC
224
D.A. Davidson & Co
Montana
$3.61M -$190K -1 -5%
SIC
225
Salem Investment Counselors
North Carolina
$3.43M – – –
7 8
9
10 11

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.