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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
GGPS
1276
Gary Goldberg Planning Services
New York
$421K +$2K +15 +0.5%
NI
1277
NFC Investments
Tennessee
$420K – – –
CA
1278
Cortland Associates
Missouri
$419K – – –
MC
1279
Middleton & Co
Massachusetts
$417K – – –
BTNA
1280
Bremer Trust National Association
Minnesota
$417K +$68.9K +517 +21%
ACM
1281
American Capital Management
New York
$414K +$400K +3,000 New
WF
1282
WealthTrust Fairport
Ohio
$411K -$15.5K -116 -4%
CCT
1283
Capital City Trust
Florida
$411K +$6.66K +50 +2%
BC
1284
Burney Company
Virginia
$405K -$33.3K -250 -8%
SC
1285
Stratford Consulting
Texas
$404K – – –
AIM
1286
Allen Investment Management
New York
$404K +$130K +973 +50%
PAM
1287
Palisade Asset Management
Minnesota
$401K – – –
QGM
1288
Quality Growth Management
California
$401K – – –
JAFL
1289
Jay A. Fishman Ltd
Michigan
$401K +$73.3K +550 +23%
NIM
1290
NuWave Investment Management
New Jersey
$400K +$328K +2,461 +572%
EB
1291
Eastern Bank
Massachusetts
$398K +$26.6K +200 +7%
CISOA
1292
Capital Investment Services of America
Wisconsin
$394K +$6.66K +50 +2%
TSWM
1293
Triangle Securities Wealth Management
North Carolina
$390K – – –
BCM
1294
Beck Capital Management
Texas
$387K -$6.66K -50 -2%
HI
1295
HBK Investments
Texas
$387K +$373K +2,800 New
FC
1296
Forte Capital
New York
$387K +$373K +2,802 New
FBT
1297
Founders Bank & Trust
Michigan
$385K – – –
OSNBOA
1298
Old Second National Bank of Aurora
Illinois
$381K – – –
FMW
1299
Farr Miller & Washington
District of Columbia
$376K – – –
MA
1300
Marshwinds Advisory
Georgia
$373K -$9.32K -70 -3%
50 51
52
53 54

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.