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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
BMM
1201
Buffington Mohr McNeal
Idaho
$291K -$56K -485 -16%
HH
1202
Hilltop Holdings
Texas
$291K -$16.6K -144 -5%
LD
1203
Lipe & Dalton
New York
$289K +$294K +2,550 New
BST
1204
Bath Savings Trust
Maine
$289K – – –
IFB
1205
iAB Financial Bank
Indiana
$288K -$46.1K -400 -14%
MFBTD
1206
MB Financial Bank - Trust Department
Illinois
$287K -$7.5K -65 -3%
NIA
1207
Northstar Investment Advisors
Colorado
$284K – – –
SSIA
1208
Spero-Smith Investment Advisers
Ohio
$284K – – –
DBG
1209
De Burlo Group
Massachusetts
$284K +$288K +2,500 New
BFIC
1210
Bedell Frazier Investment Counselling
California
$278K – – –
GC
1211
Gibson Capital
Pennsylvania
$278K – – –
BHBT
1212
Burke & Herbert Bank & Trust
Virginia
$277K +$34.6K +300 +14%
EWM
1213
Elite Wealth Management
Washington
$277K +$212K +1,836 +302%
IWC
1214
Integrated Wealth Counsel
California
$277K – – –
CAS
1215
CTC Alternative Strategies
Illinois
$276K +$281K +2,435 New
HC
1216
Highmount Capital
New York
$276K -$34.6K -300 -11%
NCMG
1217
NCM Capital Management Group
North Carolina
$275K +$5.77K +50 +2%
BWP
1218
BSW Wealth Partners
Colorado
$273K -$8.65K -75 -3%
VFP
1219
Verus Financial Partners
Virginia
$270K – – –
CCP
1220
Clarkston Capital Partners
Michigan
$267K – – –
MCM
1221
Matarin Capital Management
New York
$263K -$226K -1,956 -46%
SCG
1222
Strategic Capital Group
Washington
$261K -$1.15K -10 -0.4%
DAM
1223
Doheny Asset Management
California
$261K – – –
FFSOTS
1224
Fiduciary Financial Services of The Southwest
Texas
$258K +$28.8K +250 +12%
BT
1225
Bankers Trust
Iowa
$257K +$29.5K +256 +13%
47 48
49
50 51

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.