Berkshire Hathaway Class A
BRK.A
602 hedge funds and large institutions have $29B invested in Berkshire Hathaway Class A in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 106 reducing their positions, and 24 closing their positions.
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
6% more funds holding in top 10
Funds holding in top 10: 67 → 71 (+4)
2% more capital invested
Capital invested by funds: $28.3B → $29B (+$681M)
1% more funds holding
Funds holding: 599 → 602 (+3)
1.42% less ownership
Funds ownership: 21.27% → 19.85% (-1.4%)
34% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 106
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$312M |
| 2 |
BFPW
BOK Financial Private Wealth
Denver,
Colorado
|
+$105M |
| 3 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
+$87.1M |
| 4 |
WIC
Wilkins Investment Counsel
Boston,
Massachusetts
|
+$52.7M |
| 5 |
SCM
Stellar Capital Management
Phoenix,
Arizona
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$745M |
| 2 |
LNWWM
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
-$192M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$182M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$55.8M |
| 5 |
First Manhattan
New York
|
-$53.2M |
BRK.A Hedge Fund Activity: Q1 2014 in Review
602 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2014, worth a combined $29B — up 2.4% 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 70 added to existing stakes and 106 trimmed.
The largest buyer was Capital World Investors, adding an estimated $312M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $745M.
- 602 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2014, up from 599 in Q4 2013.
- Funds reported $29B of Berkshire Hathaway Class A stock for Q1 2014, up 2.4% 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 Capital World Investors, an estimated $312M added.
- The largest Berkshire Hathaway Class A seller in Q1 2014 was Brown Brothers Harriman & Co, an estimated $745M sold.
Based on aggregated 13F filings for Q1 2014.