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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
CCT
1276
Capital City Trust
Florida
$370K
SC
1277
Stratford Consulting
Texas
$370K +$12.7K +100 +4%
PAM
1278
Palisade Asset Management
Minnesota
$367K -$12.7K -100 -3%
QGM
1279
Quality Growth Management
California
$367K
MAM
1280
Mizuho Asset Management
Japan
$366K +$92.9K +734 +34%
BCM
1281
Beck Capital Management
Texas
$363K +$91.8K +725 +34%
TSWM
1282
Triangle Securities Wealth Management
North Carolina
$357K -$257K -2,030 -42%
MJP
1283
Michael J. Puzo
$355K
CISOA
1284
Capital Investment Services of America
Wisconsin
$354K
FBT
1285
Founders Bank & Trust
Michigan
$353K +$66.7K +527 +23%
CHA
1286
Cedar Hill Associates
Illinois
$353K +$106K +834 +43%
MA
1287
Marshwinds Advisory
Georgia
$351K +$49K +387 +16%
CP
1288
Camelot Portfolios
Ohio
$350K +$36.8K +291 +12%
OSNBOA
1289
Old Second National Bank of Aurora
Illinois
$349K -$25.3K -200 -7%
FMW
1290
Farr Miller & Washington
District of Columbia
$345K
ACP
1291
Ashfield Capital Partners
California
$340K
EB
1292
Eastern Bank
Massachusetts
$340K +$15.8K +125 +5%
FCBT
1293
First Citizens Bank & Trust
North Carolina
$337K -$33.9K -268 -9%
BT
1294
Beacon Trust
New Jersey
$337K
WMC
1295
Westwood Management Corporation
Illinois
$335K
EWM
1296
Edge Wealth Management
New York
$332K
ANTB
1297
AMG National Trust Bank
Colorado
$330K
PFPT
1298
Pinnacle Financial Partners (Tennessee)
Tennessee
$330K +$4.81K +38 +1%
CWA
1299
Constellation Wealth Advisors
New York
$329K -$11.3M -89,100 -97%
PL
1300
Plancorp LLC
Missouri
$329K -$1.32M -10,436 -80%

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.