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Berkshire Hathaway Class B
BRK.B

1,349 hedge funds and large institutions have $87.1B invested in Berkshire Hathaway Class B in 2013 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 496 increasing their positions, 512 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 44

2% more funds holding

Funds holding: 1,327 → 1,349 (+22)

7% more call options, than puts

Call options by funds: $1.05B | Put options by funds: $989M

4% more capital invested

Capital invested by funds: $84B → $87.1B (+$3.11B)

0.44% less ownership

Funds ownership: 66.51% → 66.07% (-0.44%)

3% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 512

4% less funds holding in top 10

Funds holding in top 10: 216 → 207 (-9)

Holders
1,349
Holders Change
+22
Holders Change %
+1.66%
% of All Funds
43.74%
Holding in Top 10
207
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.17%
% of All Funds
6.71%
New
73
Increased
496
Reduced
512
Closed
44
Calls
$1.05B
Puts
$989M
Net Calls
+$65.5M
Net Calls Change
-$20.3M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.44B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$211M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$163M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$410M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
3
Swiss National Bank
Swiss National Bank
Switzerland
-$127M
4
TCIM
TIAA CREF Investment Management
New York
-$107M
5
BIT
BlackRock Institutional Trust
California
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
1326
New Harbor Financial Group
Massachusetts
$29K – – –
EWP
1327
Edmunds White Partners
Virginia
$28K – – –
GXMC
1328
Global X Management Company
New York
$25K -$17.1K -148 -40%
CAW
1329
Cornerstone Advisors (Washington)
Washington
$25K – – –
SMA
1330
Simply Money Advisors
Ohio
$23K -$49K -425 -68%
CAM
1331
Cacti Asset Management
Georgia
$23K – – –
CIM
1332
Contravisory Investment Management
Massachusetts
$23K – – –
MCM
1333
McKinley Capital Management
Alaska
$22K – – –
PVH
1334
Psagot Value Holdings
Israel
$22K – – –
ACM
1335
Aviance Capital Management
Florida
$21K +$21.2K +184 New
SFPIA
1336
Stevens First Principles Investment Advisors
California
$20K – – –
APFBOT
1337
Amica Pension Fund Board of Trustees
Rhode Island
$18K – – –
OFS
1338
Orrstown Financial Services
Pennsylvania
$17K -$5.77K -50 -25%
SAM
1339
Solaris Asset Management
New York
$17K – – –
UB
1340
UMB Bank
Missouri
$16.9K -$582K -5,048 -3%
DBT
1341
Dubuque Bank & Trust
Iowa
$11K – – –
HCM
1342
Horrell Capital Management
Arkansas
$11K – – –
PFO
1343
Pathstone Family Office
New Jersey
$6K – – –
RC
1344
Riversville Capital
Connecticut
$6K – – –
SC
1345
StellarOne Corp
Virginia
$5K – – –
AWMS
1346
Advocacy Wealth Management Services
Georgia
$4K – – –
EU
1347
Emory University
Georgia
$3K – – –
MIM
1348
Macroview Investment Management
Maryland
$3K – – –
EFS
1349
Essex Financial Services
Connecticut
$2.65K +$179K +1,550 +7%
CPS
1350
Counsel Portfolio Services
Ontario, Canada
$1.42K +$164K +1,425 +13%
52 53
54
55 56

BRK.B Hedge Fund Activity: Q3 2013 in Review

1,349 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2013, worth a combined $87.1B — up 3.7% from $84B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BRK.B positions and 44 closed out — a net gain of 29 holders — while 496 added to existing stakes and 512 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.44B. The largest seller was Fidelity Investments, cutting an estimated $410M.

  • 1,349 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2013, up from 1,327 in Q2 2013.
  • Funds reported $87.1B of Berkshire Hathaway Class B stock for Q3 2013, up 3.7% quarter-over-quarter.
  • 73 funds opened new Berkshire Hathaway Class B positions in Q3 2013 and 44 closed out, a net change of +29 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2013 was Gates Foundation Trust, an estimated $1.44B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2013 was Fidelity Investments, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2013.