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Berkshire Hathaway Class B
BRK.B

1,452 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, 525 increasing their positions, 504 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 49

8% more funds holding

Funds holding: 1,350 → 1,452 (+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: 208 → 214 (+6)

4% more repeat investments, than reductions

Existing positions increased: 525 | 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% → 66.29% (+0.21%)

Holders
1,452
Holders Change
+102
Holders Change %
+7.56%
% of All Funds
42.14%
Holding in Top 10
214
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.88%
% of All Funds
6.21%
New
167
Increased
525
Reduced
504
Closed
49
Calls
$1.13B
Puts
$1.09B
Net Calls
+$39.5M
Net Calls Change
-$26M

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$219M
2
State Street
State Street
Massachusetts
+$169M
3
Goldman Sachs
Goldman Sachs
New York
+$136M
4
GIM
Greylin Investment Management
Virginia
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$96.3M

Top Sellers

Rank Fund Capital Flow
1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$578M
2
JP Morgan Chase
JP Morgan Chase
New York
-$171M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$74.4M
4
CA
Commerzbank Aktiengesellschaft
Germany
-$67.3M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$58.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTO
976
Trust Company of the Ozarks
Missouri
$1.07M – – –
VC
977
Vicus Capital
Pennsylvania
$1.07M +$1.04M +9,018 New
GF
978
Gabelli Funds
New York
$1.07M +$116K +1,000 +13%
OAM
979
Orinda Asset Management
California
$1.07M +$1.04M +9,000 New
HRC
980
Hoertkorn Richard Charles
$1.05M +$1.03M +8,871 New
CR
981
Cooperatieve Rabobank
Netherlands
$1.04M – – –
FTC
982
Farmers Trust Company
Ohio
$1.04M -$11.6K -100 -1%
HCMNY
983
Howard Capital Management (New York)
New York
$1.04M – – –
CC
984
Cipher Capital
New York
$1.04M +$1.01M +8,775 New
RR
985
Robotti Robert
$1.04M – – –
PHIMC
986
Private Harbour Investment Management & Counsel
Ohio
$1.03M +$205K +1,775 +26%
TL
987
Tirschwell & Loewy
New York
$1.03M -$23.1K -200 -2%
BVDMP
988
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.03M – – –
RMCM
989
Reynders McVeigh Capital Management
Massachusetts
$1.03M +$37.6K +325 +4%
TSS
990
Thomas Story & Son
Indiana
$1.03M – – –
SMG
991
Spectrum Management Group
Indiana
$1.02M +$991K +8,574 New
FMBTD
992
First Midwest Bank Trust Division
Illinois
$1.02M +$37.4K +323 +4%
AAMU
993
Amundi Asset Management US
Massachusetts
$1.01M -$112K -969 -10%
BAM
994
Berkshire Asset Management
Pennsylvania
$1.01M +$988K +8,545 New
MCM
995
MAI Capital Management
Ohio
$1.01M – – –
WEC
996
Winslow Evans & Crocker
Massachusetts
$1.01M +$983K +8,502 New
VNB
997
Valley National Bancorp
New York
$1.01M +$983K +8,500 New
HTHT
998
Hemenway Trust Hemenway Trust
New Hampshire
$1M +$731K +6,325 +294%
CCT
999
Country Club Trust
Missouri
$1M +$69.4K +600 +8%
AP
1000
Advisor Partners
California
$1M +$272K +2,352 +38%
38 39
40
41 42

BRK.B Hedge Fund Activity: Q4 2013 in Review

1,452 of the 3,446 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 525 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.

  • 1,452 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2013, up from 1,350 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.