Berkshire Hathaway Class B
BRK.B
1,350 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.
68% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 44
2% more funds holding
Funds holding: 1,327 → 1,350 (+23)
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 → 208 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
+$1.44B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$322M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$211M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$163M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$410M |
| 2 |
First Eagle Investment Management
New York
|
-$129M |
| 3 |
Swiss National Bank
Zurich,
Switzerland
|
-$127M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$107M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$103M |
BRK.B Hedge Fund Activity: Q3 2013 in Review
1,350 of the 3,085 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: 74 funds opened new BRK.B positions and 44 closed out — a net gain of 30 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.
- 1,350 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.
- 74 funds opened new Berkshire Hathaway Class B positions in Q3 2013 and 44 closed out, a net change of +30 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.