Berkshire Hathaway Class A
BRK.A
599 hedge funds and large institutions have $28.3B invested in Berkshire Hathaway Class A in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 17 closing their positions.
235% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 17
6% more funds holding in top 10
Funds holding in top 10: 63 → 67 (+4)
6% more funds holding
Funds holding: 567 → 599 (+32)
5% more capital invested
Capital invested by funds: $26.9B → $28.3B (+$1.39B)
2.61% more ownership
Funds ownership: 18.66% → 21.27% (+2.6%)
30% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 97
39% less call options, than puts
Call options by funds: $6.88M | Put options by funds: $11.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$2.83B |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$729M |
| 3 |
VCP
Vista Capital Partners
Portland,
Oregon
|
+$544M |
| 4 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
+$189M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$309M |
| 2 |
Bank of New York Mellon
New York
|
-$236M |
| 3 |
First Manhattan
New York
|
-$187M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$101M |
| 5 |
BB
Busey Bank
Urbana,
Illinois
|
-$76.9M |
BRK.A Hedge Fund Activity: Q4 2013 in Review
599 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2013, worth a combined $28.3B — up 5.2% from $26.9B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new BRK.A positions and 17 closed out — a net gain of 40 holders — while 68 added to existing stakes and 97 trimmed.
The largest buyer was Pettyjohn Wood & White, adding an estimated $2.83B. The largest seller was Davis Selected Advisers, cutting an estimated $309M.
- 599 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2013, up from 567 in Q3 2013.
- Funds reported $28.3B of Berkshire Hathaway Class A stock for Q4 2013, up 5.2% quarter-over-quarter.
- 57 funds opened new Berkshire Hathaway Class A positions in Q4 2013 and 17 closed out, a net change of +40 holders.
- The largest Berkshire Hathaway Class A buyer in Q4 2013 was Pettyjohn Wood & White, an estimated $2.83B added.
- The largest Berkshire Hathaway Class A seller in Q4 2013 was Davis Selected Advisers, an estimated $309M sold.
Based on aggregated 13F filings for Q4 2013.