Berkshire Hathaway Class B
BRK.B
1,643 hedge funds and large institutions have $121B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 609 reducing their positions, and 38 closing their positions.
379% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 38
20% more funds holding in top 10
Funds holding in top 10: 270 → 325 (+55)
9% more capital invested
Capital invested by funds: $111B → $121B (+$9.68B)
8% more funds holding
Funds holding: 1,518 → 1,643 (+125)
0.27% less ownership
Funds ownership: 66.33% → 66.06% (-0.27%)
7% less call options, than puts
Call options by funds: $1.39B | Put options by funds: $1.49B
8% less repeat investments, than reductions
Existing positions increased: 563 | Existing positions reduced: 609
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$633M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$453M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$277M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
+$226M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$722M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$604M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$505M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$269M |
| 5 |
D.E. Shaw & Co
New York
|
-$265M |
BRK.B Hedge Fund Activity: Q4 2014 in Review
1,643 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2014, worth a combined $121B — up 8.7% from $111B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new BRK.B positions and 38 closed out — a net gain of 144 holders — while 563 added to existing stakes and 609 trimmed.
The largest buyer was State Street, adding an estimated $633M. The largest seller was Gates Foundation Trust, cutting an estimated $722M.
- 1,643 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2014, up from 1,518 in Q3 2014.
- Funds reported $121B of Berkshire Hathaway Class B stock for Q4 2014, up 8.7% quarter-over-quarter.
- 182 funds opened new Berkshire Hathaway Class B positions in Q4 2014 and 38 closed out, a net change of +144 holders.
- The largest Berkshire Hathaway Class B buyer in Q4 2014 was State Street, an estimated $633M added.
- The largest Berkshire Hathaway Class B seller in Q4 2014 was Gates Foundation Trust, an estimated $722M sold.
Based on aggregated 13F filings for Q4 2014.