We are live on ! Find out more
BRK.B icon

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
ANTB
1301
AMG National Trust Bank
Colorado
$373K +$11.3K +85 +3%
ACP
1302
Ashfield Capital Partners
California
$371K +$133 +1 +0%
I2I
1303
Insight 2811 Inc
Illinois
$370K -$20K -150 -5%
SCA
1304
Stonebridge Capital Advisors
Minnesota
$369K +$46.6K +350 +15%
PBT
1305
Pictet Bank & Trust
Bahamas
$367K +$354K +2,660 New
WMC
1306
Westwood Management Corporation
Illinois
$366K – – –
MPM
1307
Meritage Portfolio Management
Kansas
$366K +$6.66K +50 +2%
CHA
1308
Cedar Hill Associates
Illinois
$364K -$20K -150 -5%
RAM
1309
Riggs Asset Management
Pennsylvania
$363K +$13.3K +100 +4%
AIM
1310
Acropolis Investment Management
Missouri
$360K +$6.66K +50 +2%
CWA
1311
Constellation Wealth Advisors
New York
$359K – – –
MAM
1312
Marquette Asset Management
Minnesota
$359K – – –
SFSIG
1313
San Francisco Sentry Investment Group
California
$359K – – –
PVH
1314
Psagot Value Holdings
Israel
$358K – – –
FC
1315
Farley Capital
New York
$355K -$3.93M -29,483 -92%
RTS
1316
Round Table Services
New Jersey
$352K – – –
LNC
1317
Lincoln National Corp
Pennsylvania
$350K +$44.4K +333 +15%
CIC
1318
Cornercap Investment Counsel
Georgia
$349K +$337K +2,527 New
CWM
1319
Confluence Wealth Management
Oregon
$345K -$832K -6,244 -71%
BOTW
1320
Bank of the West
California
$345K -$496K -3,720 -60%
GHA
1321
GW Henssler & Associates
Georgia
$345K – – –
VFP
1322
Verus Financial Partners
Virginia
$342K -$4.13K -31 -1%
GAG
1323
GM Advisory Group
New York
$341K -$6.26K -47 -2%
TWM
1324
Torch Wealth Management
Ohio
$338K -$147K -1,100 -31%
BST
1325
Bath Savings Trust
Maine
$338K -$6.66K -50 -2%
51 52
53
54 55

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.