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

Berkshire Hathaway Class B
BRK.B

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 59

14% more call options, than puts

Call options by funds: $964M | Put options by funds: $845M

12% more funds holding in top 10

Funds holding in top 10: 213 → 239 (+26)

6% more capital invested

Capital invested by funds: $91.9B → $97.7B (+$5.87B)

1% more funds holding

Funds holding: 1,451 → 1,467 (+16)

5% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 553

0.15% more ownership

Funds ownership: 66.28% → 66.43% (+0.15%)

Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.37%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.9%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$408M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$375M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$256M
4
WP
Wedgewood Partners
Missouri
+$193M
5
WM
WS Management
Florida
+$132M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$584M
2
Primecap Management
Primecap Management
California
-$457M
3
State Street
State Street
Massachusetts
-$214M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$116M
5
NFA
Nationwide Fund Advisors
Ohio
-$94.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ID
201
Integral Derivatives
New York
$43.2M +$40.4M +345,947 New
CBOA
202
Commonwealth Bank of Australia
Australia
$42.8M +$1.77M +15,121 +5%
CC
203
Cannell & Co
New York
$42.4M +$39.4M +336,766 +11,816%
Nordea Investment Management
204
Nordea Investment Management
Sweden
$42.2M -$90.6K -775 -0.2%
Franklin Resources
205
Franklin Resources
California
$41.9M +$462K +3,950 +1%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$41.3M -$2.52M -21,552 -6%
IGIM
207
I.G. Investment Management
Manitoba, Canada
$40.9M +$16.1M +137,691 +73%
N
208
Natixis
France
$40.8M -$41.6M -355,611 -52%
URS
209
Utah Retirement Systems
Utah
$40.4M +$257K +2,200 +0.7%
FRM
210
Foundation Resource Management
Arkansas
$40M -$1M -8,582 -3%
VNIM
211
Vaughan Nelson Investment Management
Texas
$39.8M +$37.2M +318,625 New
LWM
212
Lenox Wealth Management
Ohio
$39.8M -$1.8M -15,397 -5%
SAA
213
Southeast Asset Advisors
Georgia
$39.6M +$421K +3,607 +1%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$39.4M +$917K +7,850 +3%
PTC
215
Philadelphia Trust Company
Pennsylvania
$39.3M +$1.17M +10,022 +3%
ACM
216
AKRE Capital Management
Virginia
$39M +$1.05M +8,978 +3%
SCM
217
Smead Capital Management
Arizona
$38.5M +$12.3M +105,487 +52%
OI
218
Oakbrook Investments
Illinois
$38.2M -$6.45M -55,239 -15%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$38M +$513K +4,393 +1%
Asset Management One
220
Asset Management One
Japan
$37.4M -$36.1K -309 -0.1%
BC
221
Bartlett & Co
Ohio
$36.3M +$2.31M +19,798 +7%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$36.1M -$584K -5,000 -2%
FCM
223
Fairholme Capital Management
Florida
$36.1M -$49.2M -421,300 -59%
OTPPB
224
Ontario Teachers' Pension Plan Board
Ontario, Canada
$35.9M -$7.66M -65,573 -19%
OPERF
225
Oregon Public Employees Retirement Fund
Oregon
$35.7M +$187K +1,600 +0.6%
7 8
9
10 11

BRK.B Hedge Fund Activity: Q1 2014 in Review

1,467 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2014, worth a combined $97.7B — up 6.4% from $91.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BRK.B positions and 59 closed out — a net gain of 30 holders — while 578 added to existing stakes and 553 trimmed.

The largest buyer was Vanguard Group, adding an estimated $408M. The largest seller was Gates Foundation Trust, cutting an estimated $584M.

  • 1,467 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2014, up from 1,451 in Q4 2013.
  • Funds reported $97.7B of Berkshire Hathaway Class B stock for Q1 2014, up 6.4% quarter-over-quarter.
  • 89 funds opened new Berkshire Hathaway Class B positions in Q1 2014 and 59 closed out, a net change of +30 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2014 was Vanguard Group, an estimated $408M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2014 was Gates Foundation Trust, an estimated $584M sold.

Based on aggregated 13F filings for Q1 2014.