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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
ODCM
1251
Old Dominion Capital Management
Virginia
$231K – – –
CHA
1252
Cedar Hill Associates
Illinois
$230K – – –
ICRM
1253
Insight Capital Research & Management
California
$230K – – –
KLWA
1254
Kelly Lawrence W & Associates
California
$228K +$121K +1,052 +110%
ST
1255
Sageworth Trust
Pennsylvania
$227K -$231K -2,000 -50%
BII
1256
Bainco International Investors
Massachusetts
$227K – – –
MMG
1257
Monetary Management Group
Missouri
$227K +$28.8K +250 +14%
FSA
1258
Financial Sense Advisors
California
$226K +$230K +1,998 New
WIM
1259
Wilen Investment Management
Florida
$225K – – –
BO
1260
Bank OZK
Arkansas
$221K +$225K +1,947 New
WF
1261
WealthTrust Fairport
Ohio
$220K +$13.4K +116 +6%
GWM
1262
Greenwich Wealth Management
Connecticut
$219K -$5.77K -50 -3%
GAM
1263
Gotham Asset Management
New York
$216K +$220K +1,907 New
TSWM
1264
Triangle Securities Wealth Management
North Carolina
$210K -$317K -2,750 -60%
MAA
1265
Matrix Asset Advisors
New York
$210K – – –
ITIM
1266
Indiana Trust & Investment Management
Indiana
$209K – – –
HCM
1267
Hodges Capital Management
Texas
$206K – – –
MCWS
1268
McKinley Carter Wealth Services
West Virginia
$205K -$28.8K -250 -11%
KIC
1269
Keating Investment Counselors
Florida
$204K -$110K -950 -35%
MTC
1270
McDaniel Terry & Co
Texas
$204K – – –
NA
1271
Nottingham Advisors
New York
$203K – – –
KCM
1272
Kornitzer Capital Management
Kansas
$202K +$205K +1,778 New
ATC
1273
Argent Trust Company
Louisiana
$202K +$206K +1,783 New
CTA
1274
Chesley Taft & Associates
Illinois
$201K +$204K +1,767 New
NEPWA
1275
New England Private Wealth Advisors
Massachusetts
$200K +$204K +1,770 New
49 50
51
52 53

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.