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Berkshire Hathaway Class B

1,484 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, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

10% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 538

1% more funds holding

Funds holding: 1,4671,484 (+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 (+$2.19B)

0.3% more ownership

Funds ownership: 66.43%66.74% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 239233 (-6)

Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.66%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1076
First Horizon Advisors
Tennessee
$778K +$28.4K +224 +4%
MFW
1077
Meristem Family Wealth
Minnesota
$776K -$768K -6,067 -99%
FTI
1078
Fiduciary Trust International
Massachusetts
$775K +$2.53K +20 +0.3%
WA
1079
WESPAC Advisors
California
$773K -$7.59K -60 -1%
KTC
1080
Kistler-Tiffany Companies
Pennsylvania
$769K +$4.81K +38 +0.6%
PM
1081
Penbrook Management
New York
$766K -$918K -7,250 -55%
GC
1082
Garde Capital
Washington
$766K +$766K +6,050 New
HWA
1083
Heritage Wealth Advisors
Virginia
$761K
MCM
1084
Manchester Capital Management
Vermont
$760K +$50.6K +400 New
T
1085
Thomaspartners
Massachusetts
$751K +$85.1K +672 +13%
CA
1086
Corrado Advisors
New Jersey
$750K -$6.71K -53 -0.9%
WB
1087
Webster Bank
Connecticut
$748K -$952K -7,523 -56%
SFG
1088
SNS Financial Group
Minnesota
$747K +$510K +4,030 +215%
LIC
1089
Lodestar Investment Counsel
Illinois
$742K -$28.4K -224 -4%
VWM
1090
Valley Wealth Managers
New Jersey
$738K
RAM
1091
Redmond Asset Management
Virginia
$734K
CWM
1092
Calamos Wealth Management
Illinois
$722K -$13.8K -109 -2%
HCM
1093
Harvey Capital Management
Florida
$715K
BCM
1094
Boltwood Capital Management
California
$715K +$57.6K +455 +9%
LOAMS
1095
Lombard Odier Asset Management (Switzerland)
Switzerland
$715K +$719K +5,680 New
PCMK
1096
Paragon Capital Management (Kansas)
Kansas
$712K +$18.4K +145 +3%
PAG
1097
Pinnacle Advisory Group
Maryland
$711K +$6.33K +50 +0.9%
CL
1098
CPWM LLC
Washington
$711K +$101K +800 +17%
MC
1099
Mathes Company
New York
$709K
NME
1100
Notis-McConarty Edward
$709K

BRK.B Hedge Fund Activity: Q2 2014 in Review

1,484 of the 3,479 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 592 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.

  • 1,484 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2014, up from 1,467 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.