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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
IRF
126
IBM Retirement Fund
New York
$83.5M -$12.6M -109,094 -13%
Comerica Bank
127
Comerica Bank
Texas
$83.1M -$2.68M -23,207 -3%
SI
128
Scharf Investments
California
$81.9M -$839K -7,270 -1%
FCM
129
Fairholme Capital Management
Florida
$81.3M -$1.2M -10,400 -1%
PI
130
PGGM Investments
Netherlands
$79.6M +$80.9M +701,607 New
Robeco Institutional Asset Management
131
Robeco Institutional Asset Management
Netherlands
$78.7M +$72.9K +632 +0.1%
CCMH
132
Cornerstone Capital Management Holdings
New York
$77.8M +$5.43M +47,079 +7%
FPP
133
Findlay Park Partners
United Kingdom
$77.6M – – –
Janus Henderson Group
134
Janus Henderson Group
United Kingdom
$77.5M +$388K +3,364 +0.5%
EA
135
Euclid Advisors
Connecticut
$76.8M +$18M +156,313 +30%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$76.6M +$1.21M +10,500 +2%
MAA
137
Managed Account Advisors
New Jersey
$76.6M -$3.41M -29,575 -4%
AIG
138
American International Group
New York
$72.4M +$23.1K +200 +0%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$72.4M +$1.49M +12,924 +2%
CB
140
Cooke & Bieler
Pennsylvania
$71.6M -$2.82M -24,420 -4%
WCM
141
Winton Capital Management
United Kingdom
$71.3M +$12.9M +112,225 +22%
B
142
Baird
Wisconsin
$70.5M +$3.29M +28,507 +5%
TSU
143
TD Securities (USA)
New York
$70M -$664K -5,752 -0.9%
LDB
144
Lee, Danner & Bass
Tennessee
$69M -$236K -2,050 -0.3%
DC
145
Davenport & Co
Virginia
$68.5M -$2.47M -21,439 -3%
LCOV
146
London Company of Virginia
Virginia
$68.4M +$1.52M +13,147 +2%
Public Sector Pension Investment Board (PSP Investments)
147
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68.1M -$3.21M -27,800 -4%
Los Angeles Capital Management
148
Los Angeles Capital Management
California
$67.7M +$3.11M +26,939 +5%
RJA
149
Raymond James & Associates
Florida
$66.4M +$841K +7,288 +1%
MIH
150
Madison Investment Holdings
Wisconsin
$66.2M -$4.23M -36,681 -6%
4 5
6
7 8

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.