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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
FBT
1051
First Bankers Trust
Kentucky
$500K +$491K +4,465 New
AP
1052
Advisor Partners
California
$497K +$488K +4,440 New
GLRA
1053
Gerald L. Ray & Associates
Texas
$495K +$486K +4,420 New
PAS
1054
Partnervest Advisory Services
California
$492K +$483K +4,392 New
AA
1055
Apriem Advisors
California
$492K +$484K +4,400 New
MWP
1056
MYCIO Wealth Partners
Pennsylvania
$491K +$483K +4,386 New
LCM
1057
LVM Capital Management
Michigan
$489K +$480K +4,365 New
BIM
1058
Barton Investment Management
Pennsylvania
$488K +$480K +4,360 New
PFC
1059
Phocas Financial Corp
California
$486K +$478K +4,343 New
ATC
1060
Adirondack Trust Company
New York
$481K +$472K +4,290 New
IT
1061
Independence Trust
Tennessee
$479K +$471K +4,279 New
MCM
1062
Matarin Capital Management
New York
$478K +$470K +4,271 New
ZIC
1063
ZWJ Investment Counsel
Georgia
$478K +$470K +4,273 New
CNBT
1064
Canandaigua National Bank & Trust
New York
$478K +$470K +4,274 New
WI
1065
Wedgewood Investors
Pennsylvania
$478K +$470K +4,274 New
AFC
1066
AFT Forsyth & Company
Florida
$478K +$470K +4,275 New
Kayne Anderson Rudnick Investment Management
1067
Kayne Anderson Rudnick Investment Management
California
$476K +$468K +4,250 New
VWM
1068
Vector Wealth Management
Minnesota
$476K +$468K +4,253 New
CL
1069
CPWM LLC
Washington
$474K +$466K +4,237 New
JFA
1070
JNBA Financial Advisors
Minnesota
$471K +$463K +4,206 New
Twin Tree Management
1071
Twin Tree Management
Texas
$471K +$463K +4,210 New
RMA
1072
Roffman Miller Associates
Pennsylvania
$468K +$460K +4,182 New
LIA
1073
LBMC Investment Advisors
Tennessee
$466K +$458K +4,160 New
AI
1074
Accredited Investors
Minnesota
$465K +$456K +4,147 New
RT
1075
Reliance Trust
Georgia
$465K +$458K +4,159 New
41 42
43
44 45

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.