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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
FHB
1126
First Hawaiian Bank
Hawaii
$425K +$313K +2,717 +264%
OIA
1127
Optimum Investment Advisors
Illinois
$420K +$427K +3,700 New
CIP
1128
Convergence Investment Partners
Florida
$419K +$160K +1,383 +60%
DJSG
1129
D.J. St. Germain
Massachusetts
$414K – – –
PIM
1130
Provident Investment Management
Michigan
$410K – – –
Tudor Investment Corp
1131
Tudor Investment Corp
Connecticut
$409K +$415K +3,600 New
LBC
1132
Lowe Brockenbrough & Co
Virginia
$406K -$15.3K -133 -4%
DMC
1133
Drexel Morgan & Co
Pennsylvania
$403K – – –
HL
1134
HeadInvest LLC
Maine
$403K – – –
CTA
1135
Colonial Trust Advisors
South Carolina
$398K +$67.5K +585 +20%
MFO
1136
Marcuard Family Office
Switzerland
$397K – – –
CCMG
1137
Clark Capital Management Group
Pennsylvania
$393K -$20.5K -178 -5%
SGK
1138
Steigerwald Gordon & Koch
Virginia
$393K – – –
MIHAS
1139
Maj Invest Holding A/S
Denmark
$389K – – –
BMC
1140
Benin Management Corp
Connecticut
$388K -$26.3K -228 -6%
SWM
1141
Segment Wealth Management
Texas
$386K -$23.1K -200 -6%
UBWV
1142
United Bank (West Virginia)
West Virginia
$383K +$44.4K +385 +13%
LCP
1143
Legacy Capital Partners
Wisconsin
$381K – – –
HAIM
1144
Hunter Associates Investment Management
Pennsylvania
$380K -$283K -2,450 -42%
NSAM
1145
North Star Asset Management
Wisconsin
$380K +$23.5K +204 +6%
PWAG
1146
Polaris Wealth Advisory Group
California
$377K – – –
KB
1147
Kimelman & Baird
New York
$375K – – –
FNBOH
1148
First National Bank of Hutchinson
Kansas
$374K -$207K -1,795 -35%
WA
1149
Waverly Advisors
Alabama
$374K – – –
HDIM
1150
Hanson & Doremus Investment Management
Vermont
$373K +$1.04K +9 +0.3%
44 45
46
47 48

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.