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Berkshire Hathaway Class 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: 1,4671,484 (+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: 239233 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1226
Tradewinds Capital Management
Washington
$462K +$127 +1 +0%
DJSG
1227
D.J. St. Germain
Massachusetts
$461K
KFS
1228
Kurt F. Somerville
$455K -$1.27K -10 -0.3%
GT
1229
Greenleaf Trust
Michigan
$452K -$10.1K -80 -2%
DMC
1230
Drexel Morgan & Co
Pennsylvania
$449K
HL
1231
HeadInvest LLC
Maine
$449K
TWM
1232
Torch Wealth Management
Ohio
$449K
MFO
1233
Marcuard Family Office
Switzerland
$443K
NFG
1234
Noven Financial Group
Colorado
$443K
FNBOH
1235
First National Bank of Hutchinson
Kansas
$442K
SSIA
1236
Spero-Smith Investment Advisers
Ohio
$442K
CCA
1237
Checchi Capital Advisers
California
$436K +$83.9K +663 +24%
NSAM
1238
North Star Asset Management
Wisconsin
$435K
SGK
1239
Steigerwald Gordon & Koch
Virginia
$435K
HI
1240
Hudock Inc
Pennsylvania
$435K +$60.8K +480 +16%
CAM
1241
Congress Asset Management
Massachusetts
$434K
SLG
1242
Stanley-Laman Group
Pennsylvania
$433K
FA
1243
FCG Advisors
New Jersey
$430K +$37K +292 +9%
LBC
1244
Lowe Brockenbrough & Co
Virginia
$424K -$22.8K -180 -5%
PWAG
1245
Polaris Wealth Advisory Group
California
$424K
FM
1246
Family Management
New York
$424K +$203K +1,602 +92%
BCMIO
1247
Beacon Capital Management Inc (Ohio)
Ohio
$423K -$19K -150 -4%
SA
1248
Strategic Advisors
New York
$419K
KB
1249
Kimelman & Baird
New York
$418K
KCM
1250
Kornitzer Capital Management
Kansas
$418K

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.