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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
SCP
126
Seizert Capital Partners
Michigan
$101M +$19.7M +155,701 +24%
MVIP
127
Mar Vista Investment Partners
California
$98.4M -$11.1M -87,671 -10%
ESBC
128
E.S. Barr & Co
Kentucky
$97.4M -$602K -4,760 -0.6%
TPSF
129
Texas Permanent School Fund
Texas
$95M -$4.99M -39,458 -5%
GC
130
GMT Capital
Georgia
$93.8M
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$92.7M +$6.7M +52,899 +8%
LCOV
132
London Company of Virginia
Virginia
$91.6M -$1.08M -8,510 -1%
FPP
133
Findlay Park Partners
United Kingdom
$91.5M
PAMU
134
Pictet Asset Management (UK)
United Kingdom
$90.2M +$2.59M +20,500 +3%
EA
135
Euclid Advisors
Connecticut
$90M -$23.6M -186,830 -21%
CCMH
136
Cornerstone Capital Management Holdings
New York
$89.4M -$1.8M -14,215 -2%
Public Sector Pension Investment Board (PSP Investments)
137
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$85.8M +$2.38M +18,806 +3%
AIG
138
American International Group
New York
$85.1M +$650K +5,137 +0.8%
GC
139
Guggenheim Capital
Illinois
$81.4M +$12.6M +99,556 +18%
RJA
140
Raymond James & Associates
Florida
$81.1M +$1.18M +9,304 +1%
B
141
Baird
Wisconsin
$81M +$2.29M +18,130 +3%
ProShare Advisors
142
ProShare Advisors
Maryland
$80.2M -$5.22M -41,246 -6%
TSU
143
TD Securities (USA)
New York
$79.7M +$4.89M +38,671 +7%
CA
144
Commerzbank Aktiengesellschaft
Germany
$79.2M -$7.6M -60,062 -9%
FMI
145
Factory Mutual Insurance
Massachusetts
$77.8M
DI
146
Dalton Investments
Nevada
$77.3M +$8.28M +65,400 +12%
CB
147
Cooke & Bieler
Pennsylvania
$76.9M +$254K +2,004 +0.3%
LDB
148
Lee, Danner & Bass
Tennessee
$76.7M -$241K -1,907 -0.3%
DC
149
Davenport & Co
Virginia
$75.4M -$832K -6,575 -1%
SG Americas Securities
150
SG Americas Securities
New York
$75.2M -$14M -110,947 -16%

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.