Berkshire Hathaway Class B
BRK.B
1,485 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, 593 increasing their positions, 538 reducing their positions, and 41 closing their positions.
59% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 41
10% more repeat investments, than reductions
Existing positions increased: 593 | Existing positions reduced: 538
1% more funds holding
Funds holding: 1,468 → 1,485 (+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 (+$2.2B)
0.31% more ownership
Funds ownership: 66.44% → 66.75% (+0.31%)
3% less funds holding in top 10
Funds holding in top 10: 240 → 234 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$550M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$235M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$228M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$137M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$633M |
| 2 |
D.E. Shaw & Co
New York
|
-$181M |
| 3 |
WA
Wintergreen Advisers
Mount Olive,
New Jersey
|
-$151M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$150M |
| 5 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$112M |
BRK.B Hedge Fund Activity: Q2 2014 in Review
1,485 of the 3,480 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 593 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.
- 1,485 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2014, up from 1,468 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.