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Berkshire Hathaway Class B
BRK.B

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

2% more funds holding

Funds holding: 1,327 → 1,349 (+22)

7% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $989M

4% more capital invested

Capital invested by funds: $84B → $87.1B (+$3.11B)

0.44% less ownership

Funds ownership: 66.51% → 66.07% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 512

4% less funds holding in top 10

Funds holding in top 10: 216 → 207 (-9)

Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.74%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.44B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$211M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$163M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$410M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$127M
4
TCIM
TIAA CREF Investment Management
New York
-$107M
5
BIT
BlackRock Institutional Trust
California
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
JVBC
276
J.V. Bruni & Co
Colorado
$21.9M -$55.1K -478 -0.2%
AC
277
Ascend Capital
California
$21.9M -$11.9M -103,125 -35%
EWM
278
Evercore Wealth Management
New York
$21.9M +$41.3K +358 +0.2%
EIA
279
Edgemoor Investment Advisors
Maryland
$21.8M -$188K -1,627 -0.8%
Wellington Management Group
280
Wellington Management Group
Massachusetts
$21.4M -$591K -5,123 -3%
RI
281
RWWM Inc
California
$21.3M -$49.1K -426 -0.2%
CC
282
Capital Counsel
New York
$21.3M +$138K +1,197 +0.6%
SCM
283
Smead Capital Management
Arizona
$21.2M +$3.37M +29,218 +19%
DekaBank Deutsche Girozentrale
284
DekaBank Deutsche Girozentrale
Germany
$21.1M +$7.68M +66,595 +56%
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.7M -$65.3K -566 -0.3%
HCM
286
Habrok Capital Management
United Kingdom
$20.4M -$5.19M -45,000 -20%
PL
287
Parthenon LLC
Kentucky
$20.4M -$190K -1,650 -0.9%
JMPWA
288
JP Morgan Private Wealth Advisors
California
$20.4M +$2.16M +18,725 +12%
Arrowstreet Capital
289
Arrowstreet Capital
Massachusetts
$20.2M +$20.6M +178,360 New
DC
290
Deere & Company
Illinois
$20.2M +$100K +870 +0.5%
HCM
291
Horan Capital Management
Maryland
$20M -$367K -3,183 -2%
GCM
292
GoodHaven Capital Management
New Jersey
$19.7M – – –
FCBT
293
First Citizens Bank & Trust
North Carolina
$19.7M +$563K +4,880 +3%
NIM
294
Northeast Investment Management
Massachusetts
$19.6M +$1.72M +14,895 +9%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$19.6M -$234K -2,031 -1%
WBC
296
Westpac Banking Corp
Australia
$19.5M +$2.61M +22,585 +15%
SIC
297
Salem Investment Counselors
North Carolina
$19.5M +$6.92K +60 +0%
BHIA
298
Birch Hill Investment Advisors
Massachusetts
$19.2M -$320K -2,775 -2%
FFA
299
First Foundation Advisors
California
$19.1M +$317K +2,746 +2%
AIMCA
300
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19M -$3.8M -32,900 -16%
10 11
12
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BRK.B Hedge Fund Activity: Q3 2013 in Review

1,349 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2013, worth a combined $87.1B — up 3.7% from $84B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BRK.B positions and 44 closed out — a net gain of 29 holders — while 496 added to existing stakes and 512 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.44B. The largest seller was Fidelity Investments, cutting an estimated $410M.

  • 1,349 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2013, up from 1,327 in Q2 2013.
  • Funds reported $87.1B of Berkshire Hathaway Class B stock for Q3 2013, up 3.7% quarter-over-quarter.
  • 73 funds opened new Berkshire Hathaway Class B positions in Q3 2013 and 44 closed out, a net change of +29 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2013 was Gates Foundation Trust, an estimated $1.44B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2013 was Fidelity Investments, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2013.