We are live on ! Find out more
BRK.B icon

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
WAM
1101
Weatherly Asset Management
California
$708K
CNBT
1102
Canandaigua National Bank & Trust
New York
$706K -$63.3K -500 -8%
FIM
1103
Freedom Investment Management
Connecticut
$704K +$704K +5,563 New
VWM
1104
Vector Wealth Management
Minnesota
$702K +$170K +1,340 +32%
DSC
1105
Duncker Streett & Co
Missouri
$700K -$25.3K -200 -3%
BC
1106
Banced Corp
Illinois
$698K +$407K +3,217 +140%
FNFDCM
1107
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$697K
PFSC
1108
Peoples Financial Services Corp
Pennsylvania
$697K
QIM
1109
Quantitative Investment Management
Virginia
$696K -$17.2M -135,500 -96%
LPT
1110
Legacy Private Trust
Wisconsin
$696K +$696K +5,498 New
BP
1111
Banyan Partners
Florida
$690K +$21K +166 +3%
PFM
1112
Parsec Financial Management
North Carolina
$689K +$22.1K +175 +3%
MBE
1113
Michael B. Elefante
$684K
ITIM
1114
Indiana Trust & Investment Management
Indiana
$684K +$456K +3,600 +199%
MIC
1115
MU Investments Company
Japan
$680K +$127K +1,000 +23%
IB
1116
Intrust Bank
Kansas
$679K -$71.3K -563 -9%
CCM
1117
Coldstream Capital Management
Washington
$678K +$14.9K +118 +2%
SMI
1118
Shelter Mutual Insurance
Missouri
$677K
LIM
1119
Leavell Investment Management
Alabama
$676K +$30.4K +240 +5%
NERM
1120
New England Research & Management
Illinois
$674K -$12.5K -99 -2%
NCIM
1121
New Century Investment Management
Michigan
$674K +$674K +5,327 New
RMA
1122
Roffman Miller Associates
Pennsylvania
$671K -$22.8K -180 -3%
JFA
1123
JNBA Financial Advisors
Minnesota
$670K +$68.7K +543 +11%
WA
1124
WBH Advisory
Maryland
$668K
CRC
1125
Curi RMB Capital
Illinois
$667K +$52.7K +416 +9%

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.