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Berkshire Hathaway Class B
BRK.B

1,327 hedge funds and large institutions have $84B invested in Berkshire Hathaway Class B in 2013 Q2 according to their latest regulatory filings, with 1,327 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

66.51% more ownership

Funds ownership: 0% → 66.51% (+67%)

9% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $975M

Holders
1,327
Holders Change
+1,327
Holders Change %
–
% of All Funds
43.31%
Holding in Top 10
216
Holding in Top 10 Change
+216
Holding in Top 10 Change %
% of All Funds
7.05%
New
1,327
Increased
–
Reduced
–
Closed
–
Calls
$1.06B
Puts
$975M
Net Calls
+$85.8M
Net Calls Change
+$85.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1026
Nebula Capital Management
Connecticut
$560K +$550K +5,000 New
OCM
1027
Orleans Capital Management
Louisiana
$560K +$550K +5,000 New
TT
1028
Tiedemann Trust
Delaware
$559K +$550K +5,000 New
EFSCE
1029
Enterprise Financial Services Corp (EFSC)
Missouri
$554K +$545K +4,950 New
CRC
1030
Curi RMB Capital
Illinois
$552K +$542K +4,928 New
LCM
1031
Lucas Capital Management
New Jersey
$548K +$539K +4,900 New
WA
1032
WESPAC Advisors
California
$548K +$539K +4,900 New
FHC
1033
First Horizon Corporation
Tennessee
$545K +$536K +4,872 New
BIA
1034
Biondo Investment Advisors
Pennsylvania
$543K +$534K +4,850 New
TF
1035
Tompkins Financial
New York
$540K +$531K +4,822 New
MCM
1036
Maple Capital Management
Vermont
$534K +$525K +4,774 New
SNT
1037
Security National Trust
West Virginia
$533K +$524K +4,766 New
DT
1038
Diversified Trust
Tennessee
$530K +$520K +4,728 New
ZAM
1039
Zevin Asset Management
Massachusetts
$527K +$518K +4,709 New
DSC
1040
Duncker Streett & Co
Missouri
$525K +$516K +4,691 New
WCM Investment Management
1041
WCM Investment Management
California
$523K +$514K +4,675 New
CW
1042
Cobiz Wealth
Colorado
$522K +$513K +4,661 New
FAAM
1043
First Allied Asset Management
California
$517K +$507K +4,608 New
AAM
1044
Aureus Asset Management
Massachusetts
$515K +$506K +4,600 New
TSWM
1045
Triangle Securities Wealth Management
North Carolina
$515K +$506K +4,600 New
FWSM
1046
First Wilshire Securities Management
California
$510K +$501K +4,554 New
NCM
1047
Noesis Capital Mangement
Florida
$506K +$498K +4,525 New
DCM
1048
Donaldson Capital Management
Indiana
$505K +$496K +4,511 New
BCM
1049
Boyle Capital Management
Iowa
$504K +$495K +4,500 New
PIM
1050
Penobscot Investment Management
Massachusetts
$503K +$495K +4,498 New
40 41
42
43 44

BRK.B Hedge Fund Activity: Q2 2013 in Review

1,327 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2013, worth a combined $84B.

Buyers outnumbered sellers: 1,327 funds opened new BRK.B positions and 0 closed out — a net gain of 1,327 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,327 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $84B of Berkshire Hathaway Class B stock for Q2 2013.
  • 1,327 funds opened new Berkshire Hathaway Class B positions in Q2 2013 and 0 closed out, a net change of +1,327 holders.

Based on aggregated 13F filings for Q2 2013.