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

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
SAMT
1351
Select Asset Management & Trust
Pennsylvania
$268K
IUAM
1352
Itau USA Asset Management
New York
$266K
JMFC
1353
J.M. Forbes & Co
Massachusetts
$266K
ST
1354
Sabal Trust
Florida
$266K
GIP
1355
Greatmark Investment Partners
Georgia
$262K
KLWA
1356
Kelly Lawrence W & Associates
California
$261K
UBWV
1357
United Bank (West Virginia)
West Virginia
$260K -$80.2K -634 -24%
ODCM
1358
Old Dominion Capital Management
Virginia
$258K
NCMG
1359
NCM Capital Management Group
North Carolina
$256K -$12.7K -100 -5%
PCA
1360
Personal Capital Advisors
California
$256K +$10.5K +83 +4%
GCM
1361
Grisanti Capital Management
New York
$254K
PFC
1362
Phocas Financial Corp
California
$254K
ACM
1363
Argent Capital Management
Missouri
$253K -$122K -960 -32%
LCP
1364
Legacy Capital Partners
Wisconsin
$253K -$114K -900 -31%
PCM
1365
Peg Capital Management
New Hampshire
$253K -$31.6K -250 -11%
MCM
1366
Marathon Capital Management
Maryland
$253K -$6.33K -50 -2%
FMLI
1367
Fukoku Mutual Life Insurance
Japan
$253K
ST
1368
Sageworth Trust
Pennsylvania
$253K
AIM
1369
Allen Investment Management
New York
$247K +$247K +1,954 New
IWC
1370
Integrated Wealth Counsel
California
$246K
CPA
1371
Cowen Prime Advisors
New York
$242K -$287K -2,266 -54%
MFBTD
1372
MB Financial Bank - Trust Department
Illinois
$240K -$40.1K -317 -14%
HIM
1373
Hillsdale Investment Management
Ontario, Canada
$240K
BP
1374
BBR Partners
New York
$240K +$240K +1,900 New
CYG
1375
Clean Yield Group
Vermont
$239K +$239K +1,887 New

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.