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Berkshire Hathaway Class B
BRK.B

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

2% more funds holding

Funds holding: 1,327 → 1,349 (+22)

7% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $989M

4% more capital invested

Capital invested by funds: $84B → $87.1B (+$3.11B)

0.44% less ownership

Funds ownership: 66.51% → 66.07% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 512

4% less funds holding in top 10

Funds holding in top 10: 216 → 207 (-9)

Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.74%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.44B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$211M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$163M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$410M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$127M
4
TCIM
TIAA CREF Investment Management
New York
-$107M
5
BIT
BlackRock Institutional Trust
California
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
RT
1101
Reliance Trust
Georgia
$472K – – –
SFG
1102
SNS Financial Group
Minnesota
$472K +$479K +4,154 New
AI
1103
Accredited Investors
Minnesota
$471K – – –
PFM
1104
Parsec Financial Management
North Carolina
$468K -$117K -1,010 -20%
CRC
1105
Curi RMB Capital
Illinois
$467K -$93.9K -814 -17%
BIA
1106
Biondo Investment Advisors
Pennsylvania
$465K -$86.5K -750 -15%
ALA
1107
Atherton Lane Advisers
California
$459K -$118K -1,026 -20%
RMA
1108
Roffman Miller Associates
Pennsylvania
$458K -$17.3K -150 -4%
TT
1109
Tower Trust
Indiana
$456K +$19.7K +171 +4%
EWM
1110
Endurance Wealth Management
Rhode Island
$453K – – –
State Farm Mutual Automobile Insurance
1111
State Farm Mutual Automobile Insurance
Illinois
$450K – – –
CPA
1112
Cowen Prime Advisors
New York
$448K +$54.2K +470 +14%
VDI
1113
Vaughan David Investments
Illinois
$447K -$17.3K -150 -4%
MSR
1114
Main Street Research
Connecticut
$443K – – –
BT
1115
Brandywine Trust
Delaware
$440K – – –
RT
1116
Rockland Trust
Massachusetts
$439K – – –
LA
1117
Lynch & Associates
Indiana
$437K – – –
BC
1118
Burney Company
Virginia
$437K +$37.3K +323 +9%
CAI
1119
Capital Advisors Inc
Oklahoma
$436K – – –
MWNA
1120
Marshall Wace North America
New York
$431K +$438K +3,800 New
GT
1121
Greenleaf Trust
Michigan
$429K – – –
VWM
1122
Vector Wealth Management
Minnesota
$426K -$57.7K -500 -12%
TCM
1123
Tufton Capital Management
Maryland
$426K +$923 +8 +0.2%
KFS
1124
Kurt F. Somerville
$425K – – –
TCOT
1125
Trust Company of Toledo
Ohio
$425K +$7.61K +66 +2%
43 44
45
46 47

BRK.B Hedge Fund Activity: Q3 2013 in Review

1,349 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2013, worth a combined $87.1B — up 3.7% from $84B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BRK.B positions and 44 closed out — a net gain of 29 holders — while 496 added to existing stakes and 512 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.44B. The largest seller was Fidelity Investments, cutting an estimated $410M.

  • 1,349 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2013, up from 1,327 in Q2 2013.
  • Funds reported $87.1B of Berkshire Hathaway Class B stock for Q3 2013, up 3.7% quarter-over-quarter.
  • 73 funds opened new Berkshire Hathaway Class B positions in Q3 2013 and 44 closed out, a net change of +29 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2013 was Gates Foundation Trust, an estimated $1.44B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2013 was Fidelity Investments, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2013.