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
LPL Financial
176
LPL Financial
California
$58.2M +$2.04M +16,085 +4%
EIM
177
ExxonMobil Investment Management
Texas
$58M -$1.69M -13,367 -3%
IRF
178
IBM Retirement Fund
New York
$57.7M -$5.44K -43 -0%
VDBMI
179
Van Den Berg Management I
Texas
$57.6M -$494K -3,899 -0.8%
HIMCH
180
Hartford Investment Management Co (HIMCO)
Connecticut
$57.4M -$1.18M -9,312 -2%
N
181
Natixis
France
$57.3M +$15.9M +125,824 +39%
Aviva
182
Aviva
United Kingdom
$57.2M -$281K -2,220 -0.5%
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$56.5M -$13.2M -103,922 -19%
ACI
184
AMP Capital Investors
Australia
$56.3M +$1.25M +9,847 +2%
SI
185
Scharf Investments
California
$55.9M +$5.41M +42,770 +11%
HCM
186
Highbridge Capital Management
New York
$54.9M +$2.82M +22,264 +5%
BMO
187
Beck Mack & Oliver
New York
$54.5M -$488K -3,858 -0.9%
HK
188
Horizon Kinetics
New York
$54.2M -$6.35M -50,198 -10%
Renaissance Technologies
189
Renaissance Technologies
New York
$53.5M -$25.1M -198,600 -32%
TBC
190
Tweedy, Browne Co
Connecticut
$51.7M -$514K -4,062 -1%
BO
191
BRR OpCo
Ohio
$51.5M +$525K +4,144 +1%
GLA
192
Great Lakes Advisors
Illinois
$49.1M +$3.19M +25,231 +7%
TAM
193
Timucuan Asset Management
Florida
$48.6M +$33.8K +267 +0.1%
AL
194
Aspiriant LLC
California
$48.4M -$980K -7,741 -2%
LC
195
Lourd Capital
California
$48.4M -$529K -4,180 -1%
WIM
196
Waverton Investment Management
United Kingdom
$48.3M -$41.2M -325,701 -46%
MSA
197
Mason Street Advisors
Wisconsin
$46.9M -$1.79M -14,172 -4%
PMG
198
Private Management Group
California
$46.4M -$271K -2,141 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
199
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.1M -$3.65M -28,800 -7%
WG
200
Winton Group
United Kingdom
$45M +$45M +355,712 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.