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

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
PP
151
Prospector Partners
Connecticut
$66M +$3.33M +28,900 +5%
SCP
152
Seizert Capital Partners
Michigan
$65.5M -$5.54M -47,989 -8%
OAMG
153
Odey Asset Management Group
United Kingdom
$65M +$2.06M +17,816 +3%
SOMRS
154
State of Michigan Retirement System
Michigan
$64.3M – – –
ASRS
155
Arizona State Retirement System
Arizona
$64.1M -$1.08M -9,400 -2%
Citadel Advisors
156
Citadel Advisors
Florida
$63.9M +$3.02M +26,214 +5%
DI
157
Dalton Investments
Nevada
$63.6M -$5.33M -46,200 -8%
FMI
158
Factory Mutual Insurance
Massachusetts
$61.9M +$11M +95,000 +21%
Artisan Partners
159
Artisan Partners
Wisconsin
$61.5M -$28M -242,666 -31%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$61.1M -$4.07M -35,269 -6%
OCAM
161
Onex Canada Asset Management
Ontario, Canada
$59.2M +$10.2M +88,830 +21%
HK
162
Horizon Kinetics
New York
$58M -$1.97M -17,034 -3%
TGCM
163
Tukman Grossman Capital Management
California
$57M -$4.81M -41,700 -8%
USAA
164
United Services Automobile Association
Texas
$56.9M -$691K -5,989 -1%
FQ
165
First Quadrant
California
$56.2M +$2.05M +17,800 +4%
HIMCH
166
Hartford Investment Management Co (HIMCO)
Connecticut
$56.1M -$2.23M -19,357 -4%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$55.8M -$478K -4,145 -0.8%
Credit Agricole
168
Credit Agricole
France
$55.2M +$56.1M +485,909 New
SWITC
169
Stewart West Indies Trading Company
Colorado
$55.1M – – –
HFS
170
HL Financial Services
Kentucky
$54.9M +$93.1K +807 +0.2%
EIM
171
ExxonMobil Investment Management
Texas
$54.3M -$3.27M -28,387 -6%
ProShare Advisors
172
ProShare Advisors
Maryland
$54.2M -$11.6M -100,474 -17%
LC
173
Lourd Capital
California
$53.6M – – –
VDBMI
174
Van Den Berg Management I
Texas
$53.1M -$601K -5,210 -1%
DWA
175
Douglass Winthrop Advisors
New York
$53M +$901K +7,808 +2%
5 6
7
8 9

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.