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, 84 increasing their positions, 104 reducing their positions, and 22 closing their positions.
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
5% more capital invested
Capital invested by funds: $29B → $30.6B (+$1.53B)
4% more funds holding in top 10
Funds holding in top 10: 71 → 74 (+3)
1.96% more ownership
Funds ownership: 19.85% → 21.81% (+2%)
1% more funds holding
Funds holding: 602 → 610 (+8)
19% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$1.28B |
| 2 |
Norges Bank
Oslo,
Norway
|
+$1.04B |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$357M |
| 4 |
MHIM
MacNealy Hoover Investment Management
Canton,
Ohio
|
+$357M |
| 5 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$94.3M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$92.6M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$67.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$30.4M |
| 5 |
Bank of New York Mellon
New York
|
-$26M |
BRK.A Hedge Fund Activity: Q2 2014 in Review
610 of the 3,491 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 5.3% from $29B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 22 closed out — a net gain of 11 holders — while 84 added to existing stakes and 104 trimmed.
The largest buyer was Waldron Private Wealth, adding an estimated $1.28B. The largest seller was Manchester Capital Management, cutting an estimated $94.3M.
- 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 5.3% 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 Waldron Private Wealth, an estimated $1.28B added.
- The largest Berkshire Hathaway Class A seller in Q2 2014 was Manchester Capital Management, an estimated $94.3M sold.
Based on aggregated 13F filings for Q2 2014.