Berkshire Hathaway Class B
BRK.B
1,451 hedge funds and large institutions have $91.9B invested in Berkshire Hathaway Class B in 2013 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 524 increasing their positions, 504 reducing their positions, and 49 closing their positions.
241% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 49
8% more funds holding
Funds holding: 1,349 → 1,451 (+102)
5% more capital invested
Capital invested by funds: $87.1B → $91.9B (+$4.77B)
3% more funds holding in top 10
Funds holding in top 10: 207 → 213 (+6)
4% more repeat investments, than reductions
Existing positions increased: 524 | Existing positions reduced: 504
4% more call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.09B
0.21% more ownership
Funds ownership: 66.07% → 66.28% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$219M |
| 2 |
State Street
Boston,
Massachusetts
|
+$169M |
| 3 |
Goldman Sachs
New York
|
+$136M |
| 4 |
GIM
Greylin Investment Management
Orange,
Virginia
|
+$101M |
| 5 |
Morgan Stanley
New York
|
+$96.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$578M |
| 2 |
JP Morgan Chase
New York
|
-$171M |
| 3 |
Bank of New York Mellon
New York
|
-$74.4M |
| 4 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$67.3M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$58.6M |
BRK.B Hedge Fund Activity: Q4 2013 in Review
1,451 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2013, worth a combined $91.9B — up 5.5% from $87.1B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new BRK.B positions and 49 closed out — a net gain of 118 holders — while 524 added to existing stakes and 504 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $219M. The largest seller was Gates Foundation Trust, cutting an estimated $578M.
- 1,451 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2013, up from 1,349 in Q3 2013.
- Funds reported $91.9B of Berkshire Hathaway Class B stock for Q4 2013, up 5.5% quarter-over-quarter.
- 167 funds opened new Berkshire Hathaway Class B positions in Q4 2013 and 49 closed out, a net change of +118 holders.
- The largest Berkshire Hathaway Class B buyer in Q4 2013 was D.E. Shaw & Co, an estimated $219M added.
- The largest Berkshire Hathaway Class B seller in Q4 2013 was Gates Foundation Trust, an estimated $578M sold.
Based on aggregated 13F filings for Q4 2013.