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Berkshire Hathaway Class B
BRK.B

1,327 hedge funds and large institutions have $84B invested in Berkshire Hathaway Class B in 2013 Q2 according to their latest regulatory filings, with 1,327 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

66.51% more ownership

Funds ownership: 0% → 66.51% (+67%)

9% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $975M

Holders
1,327
Holders Change
+1,327
Holders Change %
–
% of All Funds
43.31%
Holding in Top 10
216
Holding in Top 10 Change
+216
Holding in Top 10 Change %
% of All Funds
7.05%
New
1,327
Increased
–
Reduced
–
Closed
–
Calls
$1.06B
Puts
$975M
Net Calls
+$85.8M
Net Calls Change
+$85.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
1226
Hoxton Financial
West Virginia
$223K +$219K +1,989 New
GWM
1227
Greenwich Wealth Management
Connecticut
$221K +$218K +1,979 New
HCM
1228
Hengehold Capital Management
Ohio
$218K +$215K +1,950 New
FMLI
1229
Fukoku Mutual Life Insurance
Japan
$213K +$209K +1,900 New
MAA
1230
Matrix Asset Advisors
New York
$207K +$204K +1,850 New
ITIM
1231
Indiana Trust & Investment Management
Indiana
$206K +$202K +1,838 New
NYLT
1232
New York Life Trust
New York
$206K +$203K +1,841 New
HCM
1233
Hodges Capital Management
Texas
$204K +$200K +1,819 New
CCM
1234
Carlson Capital Management
Minnesota
$204K +$201K +1,824 New
WF
1235
WealthTrust Fairport
Ohio
$203K +$200K +1,818 New
MTC
1236
McDaniel Terry & Co
Texas
$201K +$198K +1,800 New
NA
1237
Nottingham Advisors
New York
$200K +$197K +1,790 New
JWM
1238
Jacobus Wealth Management
Wisconsin
$196K +$193K +1,750 New
MMG
1239
Monetary Management Group
Missouri
$195K +$193K +1,750 New
BTS
1240
BB&T Securities
Virginia
$180K +$17.7M +160,854 New
NC
1241
NewSquare Capital
Pennsylvania
$178K +$174K +1,586 New
FCT
1242
Family Capital Trust
Massachusetts
$173K +$171K +1,550 New
SIA
1243
SeaBridge Investment Advisors
New Jersey
$173K +$171K +1,550 New
HIM
1244
Hillsdale Investment Management
Ontario, Canada
$168K +$165K +1,500 New
PR
1245
Payden & Rygel
California
$167K +$165K +1,496 New
CBT
1246
Central Bank & Trust
Kentucky
$167K +$163K +1,485 New
FA
1247
Financial Advantage
Maryland
$166K +$163K +1,483 New
AMI
1248
Amica Mutual Insurance
Rhode Island
$155K +$152K +1,385 New
MME
1249
Meag Munich Ergo
Germany
$154K +$151K +1,370 New
BWFA
1250
Baltimore-Washington Financial Advisors
Maryland
$151K +$149K +1,350 New
48 49
50
51 52

BRK.B Hedge Fund Activity: Q2 2013 in Review

1,327 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2013, worth a combined $84B.

Buyers outnumbered sellers: 1,327 funds opened new BRK.B positions and 0 closed out — a net gain of 1,327 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,327 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $84B of Berkshire Hathaway Class B stock for Q2 2013.
  • 1,327 funds opened new Berkshire Hathaway Class B positions in Q2 2013 and 0 closed out, a net change of +1,327 holders.

Based on aggregated 13F filings for Q2 2013.