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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
PCM
1226
Peg Capital Management
New Hampshire
$255K – – –
LC
1227
Lakeshore Capital
Alabama
$255K +$3.46K +30 +1%
BA
1228
Birinyi Associates
Connecticut
$255K +$260K +2,250 New
FCCM
1229
First City Capital Management
Georgia
$253K +$257K +2,229 New
CG
1230
Colony Group
Massachusetts
$252K – – –
NYLT
1231
New York Life Trust
New York
$252K +$43.5K +377 +20%
SAM
1232
SignalPoint Asset Management
Missouri
$252K +$256K +2,221 New
IMS
1233
Index Management Solutions
Pennsylvania
$252K +$256K +2,223 New
Manulife (Manufacturers Life Insurance)
1234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K +$4.32M +37,437 +2%
FMLI
1235
Fukoku Mutual Life Insurance
Japan
$250K +$34.6K +300 +16%
JMFC
1236
J.M. Forbes & Co
Massachusetts
$249K – – –
MG
1237
MDE Group
New Jersey
$248K – – –
FA
1238
FCG Advisors
New Jersey
$247K -$28.8K -250 -12%
GGPS
1239
Gary Goldberg Planning Services
New York
$245K – – –
PWM
1240
ParenteBeard Wealth Management
Pennsylvania
$245K – – –
DLCIG
1241
D.L. Carlson Investment Group
New Hampshire
$244K – – –
HTHT
1242
Hemenway Trust Hemenway Trust
New Hampshire
$244K +$185K +1,600 +291%
HF
1243
Hoxton Financial
West Virginia
$243K +$17.3K +150 +8%
AA
1244
ALPS Advisors
Colorado
$242K +$246K +2,132 New
FA
1245
FMA Advisory
Pennsylvania
$241K +$11.5K +100 +5%
BSWMG
1246
Barrington Strategic Wealth Management Group
Illinois
$238K -$18.8K -163 -7%
MAM
1247
Mizuho Asset Management
Japan
$237K – – –
GIP
1248
Greatmark Investment Partners
Georgia
$235K – – –
TAM
1249
Trillium Asset Management
Massachusetts
$233K +$236K +2,049 New
MCM
1250
Marathon Capital Management
Maryland
$231K – – –
48 49
50
51 52

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.