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Berkshire Hathaway Class B

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

10% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 538

1% more funds holding

Funds holding: 1,4671,484 (+17)

7% more call options, than puts

Call options by funds: $968M | Put options by funds: $905M

2% more capital invested

Capital invested by funds: $97.7B → $99.9B (+$2.19B)

0.3% more ownership

Funds ownership: 66.43%66.74% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 239233 (-6)

Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.66%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GH
251
GAM Holding
Switzerland
$30.8M +$1.1M +8,685 +4%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$30.4M +$1.54M +12,204 +5%
Royal London Asset Management
253
Royal London Asset Management
United Kingdom
$30.2M -$142K -1,122 -0.5%
WAM
254
World Asset Management
Michigan
$30.2M -$681K -5,377 -2%
NMERB
255
New Mexico Educational Retirement Board
New Mexico
$30.2M +$367K +2,900 +1%
Calamos Advisors
256
Calamos Advisors
Illinois
$30M +$1.37M +10,810 +5%
AR
257
Advisory Research
Illinois
$28.9M -$1.05M -8,284 -3%
H
258
Hexavest
Quebec, Canada
$28.9M +$633K +5,005 +2%
Asset Management One
259
Asset Management One
Japan
$28.9M -$9.14M -72,199 -24%
GT
260
Glenmede Trust
Pennsylvania
$28.9M +$2.52M +19,928 +10%
OAMG
261
Odey Asset Management Group
United Kingdom
$28.8M -$55.5M -438,700 -66%
HighTower Advisors
262
HighTower Advisors
Illinois
$28.2M +$2.68M +21,191 +11%
Stifel Financial
263
Stifel Financial
Missouri
$28.2M -$205K -1,621 -0.7%
TH
264
TCTC Holdings
Texas
$28.1M -$184K -1,450 -0.6%
TCT
265
TIAA CREF Trust
Missouri
$28M -$1.09M -8,608 -4%
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$27.9M +$153K +1,210 +0.6%
CDH
267
Charles D. Hyman
$27.8M +$1.29M +10,220 +5%
EWM
268
Evercore Wealth Management
New York
$27.1M +$1.14M +9,039 +4%
CBCM
269
Cook & Bynum Capital Management
Alabama
$27.1M
HPC
270
HM Payson & Co
Maine
$27.1M +$263K +2,076 +1%
AI
271
Analytic Investors
California
$27M +$25.3M +200,215 +1,517%
V
272
Veritable
Delaware
$26.9M -$33.8K -267 -0.1%
SAIG
273
Semper Augustus Investments Group
Colorado
$26.5M -$2.76M -21,800 -9%
CVM
274
Cheviot Value Management
California
$26.3M -$320K -2,532 -1%
SCI
275
S&CO Inc
Massachusetts
$26.2M -$155K -1,225 -0.6%

BRK.B Hedge Fund Activity: Q2 2014 in Review

1,484 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2014, worth a combined $99.9B — up 2.2% from $97.7B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BRK.B positions and 41 closed out — a net gain of 24 holders — while 592 added to existing stakes and 538 trimmed.

The largest buyer was Norges Bank, adding an estimated $550M. The largest seller was Gates Foundation Trust, cutting an estimated $633M.

  • 1,484 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2014, up from 1,467 in Q1 2014.
  • Funds reported $99.9B of Berkshire Hathaway Class B stock for Q2 2014, up 2.2% quarter-over-quarter.
  • 65 funds opened new Berkshire Hathaway Class B positions in Q2 2014 and 41 closed out, a net change of +24 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2014 was Norges Bank, an estimated $550M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2014 was Gates Foundation Trust, an estimated $633M sold.

Based on aggregated 13F filings for Q2 2014.