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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
SFSIG
1301
San Francisco Sentry Investment Group
California
$329K -$234K -1,850 -42%
BHC
1302
Bowen Hanes & Co
Florida
$329K -$50.6K -400 -13%
MAM
1303
Marquette Asset Management
Minnesota
$329K
MPM
1304
Meritage Portfolio Management
Kansas
$329K
WA
1305
WealthTrust-Arizona
Arizona
$328K -$20.4K -161 -6%
PVH
1306
Psagot Value Holdings
Israel
$328K
WA
1307
Waverly Advisors
Alabama
$326K -$252K -1,990 -44%
AIM
1308
Acropolis Investment Management
Missouri
$324K
GAM
1309
Gould Asset Management
California
$323K -$12.7K -100 -4%
RTS
1310
Round Table Services
New Jersey
$323K
RAM
1311
Riggs Asset Management
Pennsylvania
$320K
GAG
1312
GM Advisory Group
New York
$318K +$5.95K +47 +2%
BTNA
1313
Bremer Trust National Association
Minnesota
$317K -$16.5K -130 -5%
VFP
1314
Verus Financial Partners
Virginia
$317K +$2.79K +22 +0.9%
HP
1315
HT Partners
Connecticut
$316K -$44.9K -355 -12%
GHA
1316
GW Henssler & Associates
Georgia
$316K -$181K -1,432 -36%
BST
1317
Bath Savings Trust
Maine
$316K -$25.3K -200 -7%
LC
1318
Lakeshore Capital
Alabama
$309K
BWP
1319
BSW Wealth Partners
Colorado
$309K +$4.43K +35 +1%
BA
1320
Birinyi Associates
Connecticut
$309K +$9.62K +76 +3%
SCG
1321
Strategic Capital Group
Washington
$308K -$7.59K -60 -2%
BMC
1322
Benin Management Corp
Connecticut
$308K
BAAM
1323
Baker Avenue Asset Management
California
$308K +$308K +2,433 New
CCM
1324
Carlson Capital Management
Minnesota
$307K
BII
1325
Bainco International Investors
Massachusetts
$307K +$66.5K +525 +28%

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.