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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
CB
326
Commerce Bank
Missouri
$19.9M +$95.7K +756 +0.5%
RG
327
Rathbones Group
United Kingdom
$19.8M +$10.1K +80 +0.1%
DC
328
Deere & Company
Illinois
$19.8M +$126K +997 +0.6%
DM
329
Delphi Management
Massachusetts
$19.7M -$6.09M -48,118 -24%
PIM
330
Perkins Investment Management
Illinois
$19.7M
LI
331
Lafayette Investments
Maryland
$19.5M -$63.3K -500 -0.3%
BCM
332
Bridgeway Capital Management
Texas
$19.5M -$15.2K -120 -0.1%
KFS
333
KMS Financial Services
Washington
$19.3M +$2.02M +15,957 +12%
Federated Hermes
334
Federated Hermes
Pennsylvania
$19.1M +$362K +2,862 +2%
CC
335
Curian Capital
Colorado
$19M -$1.95M -15,432 -9%
GCM
336
Gabalex Capital Management
New York
$19M
Nisa Investment Advisors
337
Nisa Investment Advisors
Missouri
$18.9M +$51.8K +409 +0.3%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$18.8M +$593K +4,687 +3%
BBI
339
Baxter Bros Inc
Connecticut
$18.7M -$170K -1,343 -0.9%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$18.5M +$480K +3,793 +3%
ACA
341
Anchor Capital Advisors
Massachusetts
$18.5M +$265K +2,096 +1%
DOA
342
D'Orazio & Associates
Virginia
$18.3M -$226K -1,786 -1%
OC
343
Oppenheimer & Co
New York
$18.3M -$624K -4,931 -3%
OA
344
OFI Advisors
Pennsylvania
$18.2M +$660K +5,217 +4%
TU
345
TDAM USA
Ontario, Canada
$18.2M -$540K -4,269 -3%
COPPSERS
346
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.2M -$1.92M -15,131 -10%
RJFSA
347
Raymond James Financial Services Advisors
Florida
$18.2M +$260K +2,051 +1%
Zurich Cantonal Bank
348
Zurich Cantonal Bank
Switzerland
$18M +$917K +7,246 +5%
UAM
349
UAS Asset Management
New York
$17.9M -$711K -5,621 -4%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$17.9M -$177K -1,400 -1%

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.