Berkshire Hathaway Class B
BRK.B
1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.
51% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 59
14% more call options, than puts
Call options by funds: $964M | Put options by funds: $845M
12% more funds holding in top 10
Funds holding in top 10: 213 → 239 (+26)
6% more capital invested
Capital invested by funds: $91.9B → $97.7B (+$5.87B)
1% more funds holding
Funds holding: 1,451 → 1,467 (+16)
5% more repeat investments, than reductions
Existing positions increased: 578 | Existing positions reduced: 553
0.15% more ownership
Funds ownership: 66.28% → 66.43% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$408M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$375M |
| 3 |
Bank of New York Mellon
New York
|
+$256M |
| 4 |
WP
Wedgewood Partners
St Louis,
Missouri
|
+$193M |
| 5 |
WM
WS Management
Jacksonville,
Florida
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$584M |
| 2 |
Primecap Management
Pasadena,
California
|
-$457M |
| 3 |
State Street
Boston,
Massachusetts
|
-$214M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$116M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$94.3M |
BRK.B Hedge Fund Activity: Q1 2014 in Review
1,467 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2014, worth a combined $97.7B — up 6.4% from $91.9B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BRK.B positions and 59 closed out — a net gain of 30 holders — while 578 added to existing stakes and 553 trimmed.
The largest buyer was Vanguard Group, adding an estimated $408M. The largest seller was Gates Foundation Trust, cutting an estimated $584M.
- 1,467 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2014, up from 1,451 in Q4 2013.
- Funds reported $97.7B of Berkshire Hathaway Class B stock for Q1 2014, up 6.4% quarter-over-quarter.
- 89 funds opened new Berkshire Hathaway Class B positions in Q1 2014 and 59 closed out, a net change of +30 holders.
- The largest Berkshire Hathaway Class B buyer in Q1 2014 was Vanguard Group, an estimated $408M added.
- The largest Berkshire Hathaway Class B seller in Q1 2014 was Gates Foundation Trust, an estimated $584M sold.
Based on aggregated 13F filings for Q1 2014.