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Berkshire Hathaway Class B
BRK.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: 1,467 → 1,484 (+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: 239 → 233 (-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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$550M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
4
APG Asset Management
APG Asset Management
Netherlands
+$137M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$123M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$633M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$181M
3
WA
Wintergreen Advisers
New Jersey
-$151M
4
American Century Companies
American Century Companies
Missouri
-$150M
5
LBG
Lloyds Banking Group
United Kingdom
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$142M +$14.1M +111,652 +11%
Axa
102
Axa
France
$133M +$9.95M +78,611 +8%
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$133M -$6.36M -50,263 -5%
Brown Advisory
104
Brown Advisory
Maryland
$132M -$1.14M -8,970 -0.9%
IG
105
ING Group
Netherlands
$128M -$7.85M -62,028 -6%
AAM
106
Aberdeen Asset Management
United Kingdom
$128M +$110M +871,992 +637%
AQR Capital Management
107
AQR Capital Management
Connecticut
$125M +$1.52M +11,978 +1%
KFC
108
Klingenstein Fields & Co
New York
$124M -$1.12M -8,873 -0.9%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$124M -$2.35M -18,575 -2%
Credit Agricole
110
Credit Agricole
France
$123M +$10.4M +82,098 +9%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$123M +$123M +970,000 New
Flossbach Von Storch
112
Flossbach Von Storch
Germany
$122M +$27.4M +216,494 +29%
KIG
113
Kovitz Investment Group
Illinois
$119M -$1.74M -13,729 -1%
TG
114
TCW Group
California
$115M +$968K +7,650 +0.8%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$114M +$5.91M +46,656 +5%
PAM
116
Panagora Asset Management
Massachusetts
$112M -$4.6M -36,365 -4%
PI
117
PGGM Investments
Netherlands
$111M +$20.2M +159,657 +22%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$111M -$8.56M -67,624 -7%
Citigroup
119
Citigroup
New York
$109M -$16.7M -131,604 -13%
GIM
120
Greylin Investment Management
Virginia
$109M -$1.58M -12,481 -1%
US Bancorp
121
US Bancorp
Minnesota
$108M -$371K -2,932 -0.3%
AVC
122
Arlington Value Capital
Utah
$107M -$19.3M -152,404 -15%
American Century Companies
123
American Century Companies
Missouri
$105M -$150M -1,182,993 -59%
EHC
124
Everett Harris & Co
California
$104M -$9.14M -72,190 -8%
NFA
125
Nationwide Fund Advisors
Ohio
$102M +$102M +804,896 New
3 4
5
6 7

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.