Berkshire Hathaway Class B
BRK.B
1,520 hedge funds and large institutions have $111B invested in Berkshire Hathaway Class B in 2014 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 577 increasing their positions, 568 reducing their positions, and 36 closing their positions.
117% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 36
15% more funds holding in top 10
Funds holding in top 10: 235 → 271 (+36)
11% more capital invested
Capital invested by funds: $99.7B → $111B (+$11.2B)
2% more funds holding
Funds holding: 1,486 → 1,520 (+34)
2% more repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 568
0.41% less ownership
Funds ownership: 66.75% → 66.33% (-0.41%)
18% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.29B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
+$1.54B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351M |
| 3 |
State Street
Boston,
Massachusetts
|
+$287M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$608M |
| 2 |
Goldman Sachs
New York
|
-$193M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$120M |
| 4 |
D.E. Shaw & Co
New York
|
-$110M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$107M |
BRK.B Hedge Fund Activity: Q3 2014 in Review
1,520 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2014, worth a combined $111B — up 11% from $99.7B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BRK.B positions and 36 closed out — a net gain of 42 holders — while 577 added to existing stakes and 568 trimmed.
The largest buyer was Gates Foundation Trust, adding an estimated $1.54B. The largest seller was Norges Bank, cutting an estimated $608M.
- 1,520 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2014, up from 1,486 in Q2 2014.
- Funds reported $111B of Berkshire Hathaway Class B stock for Q3 2014, up 11% quarter-over-quarter.
- 78 funds opened new Berkshire Hathaway Class B positions in Q3 2014 and 36 closed out, a net change of +42 holders.
- The largest Berkshire Hathaway Class B buyer in Q3 2014 was Gates Foundation Trust, an estimated $1.54B added.
- The largest Berkshire Hathaway Class B seller in Q3 2014 was Norges Bank, an estimated $608M sold.
Based on aggregated 13F filings for Q3 2014.