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Berkshire Hathaway Class B
BRK.B

1,517 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 576 increasing their positions, 567 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 36

15% more funds holding in top 10

Funds holding in top 10: 233 → 269 (+36)

11% more capital invested

Capital invested by funds: $99.9B → $111B (+$10.9B)

2% more funds holding

Funds holding: 1,484 → 1,517 (+33)

2% more repeat investments, than reductions

Existing positions increased: 576 | Existing positions reduced: 567

0.41% less ownership

Funds ownership: 66.74% → 66.32% (-0.41%)

18% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.29B

Holders
1,517
Holders Change
+33
Holders Change %
+2.22%
% of All Funds
44.02%
Holding in Top 10
269
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.45%
% of All Funds
7.81%
New
77
Increased
576
Reduced
567
Closed
36
Calls
$1.06B
Puts
$1.29B
Net Calls
-$237M
Net Calls Change
-$300M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.54B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$351M
3
State Street
State Street
Massachusetts
+$287M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
5
BIT
BlackRock Institutional Trust
California
+$128M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$608M
2
Goldman Sachs
Goldman Sachs
New York
-$193M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$120M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$110M
5
Northern Trust
Northern Trust
Illinois
-$107M
Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1251
Lowe Brockenbrough & Co
Virginia
$462K – – –
IIA
1252
IPG Investment Advisors
California
$460K +$22.6K +170 +5%
MFBTD
1253
MB Financial Bank - Trust Department
Illinois
$458K +$210K +1,579 +83%
KB
1254
Kimelman & Baird
New York
$456K – – –
CTA
1255
Colonial Trust Advisors
South Carolina
$455K +$11.3K +85 +3%
ST
1256
Spot Trading
Illinois
$454K +$438K +3,287 New
NGA
1257
Naples Global Advisors
Florida
$453K – – –
DBG
1258
De Burlo Group
Massachusetts
$452K – – –
FAT
1259
First American Trust
California
$452K – – –
NYLT
1260
New York Life Trust
New York
$449K -$1.07K -8 -0.2%
B
1261
Bailard
California
$447K +$13.3K +100 +3%
GAM
1262
Gemmer Asset Management
California
$446K +$118K +883 +38%
CP
1263
Camelot Portfolios
Ohio
$443K +$58.5K +439 +16%
MMM
1264
Mendel Money Management
Illinois
$440K +$424K +3,185 New
PFS
1265
Prospera Financial Services
Texas
$439K -$128K -963 -23%
HCM
1266
Hutchinson Capital Management
California
$438K – – –
LBC
1267
Lawrence B. Cohen
$435K – – –
SIM
1268
Sadoff Investment Management
Wisconsin
$433K -$6.66K -50 -2%
HC
1269
Highmount Capital
New York
$431K -$18K -135 -4%
VKH
1270
Virtu KCG Holdings
New York
$429K -$3.72M -27,894 -90%
SIM
1271
SSI Investment Management
California
$429K – – –
FCBT
1272
First Citizens Bank & Trust
North Carolina
$429K +$58.1K +436 +16%
AUB
1273
Atlantic Union Bankshares
Virginia
$426K -$208K -1,565 -34%
GSC
1274
Ground Swell Capital
South Carolina
$424K +$409K +3,072 New
HDIM
1275
Hanson & Doremus Investment Management
Vermont
$421K – – –
49 50
51
52 53

BRK.B Hedge Fund Activity: Q3 2014 in Review

1,517 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2014, worth a combined $111B — up 11% from $99.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BRK.B positions and 36 closed out — a net gain of 41 holders — while 576 added to existing stakes and 567 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.54B. The largest seller was Norges Bank, cutting an estimated $608M.

  • 1,517 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2014, up from 1,484 in Q2 2014.
  • Funds reported $111B of Berkshire Hathaway Class B stock for Q3 2014, up 11% quarter-over-quarter.
  • 77 funds opened new Berkshire Hathaway Class B positions in Q3 2014 and 36 closed out, a net change of +41 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2014 was Gates Foundation Trust, an estimated $1.54B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2014 was Norges Bank, an estimated $608M sold.

Based on aggregated 13F filings for Q3 2014.