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Berkshire's BofA stake cuts top $6 billion, analysts say Buffett booking profits

Published 2024-09-03, 11:57 a/m
© Reuters. FILE PHOTO: Berkshire Hathaway logo is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., May 10, 2023.  REUTERS/Brendan McDermid/File Photo
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By Arasu Kannagi Basil

(Reuters) -Berkshire Hathaway has offloaded Bank of America (NYSE:BAC) shares worth more than $6 billion following a strong run in the second-largest U.S. lender's stock, with some analysts seeing profit-taking at the heart of the share sales.

The conglomerate late on Friday disclosed it had sold about 21.1 million BofA shares between Aug. 28 and Aug. 30.

Berkshire has dumped about 150.1 million BofA shares in several rounds of sales since mid-July, raking in about $6.2 billion, according to LSEG data.

"The Berkshire BofA sale is just profit taking after being opportunistic when the stock was much cheaper," said Christopher Marinac, director of research at Janney Montgomery Scott.

BofA's stock has risen more than 50% since late October. The sales, however, have weighed on the shares which have lagged the broader market since Berkshire first disclosed its sales.

BofA declined to comment, while Berkshire Hathaway (NYSE:BRKa) did not immediately respond to Reuters requests for comments.

Warren Buffett, one of the world's most revered investors, started investing in BofA in 2011 when Berkshire bought $5 billion of preferred stock.

"We don't know how much further he (Buffett) could sell down shares (if any), but we assume it's possible he aims to be just below the 10% reporting threshold to avoid regulatory scrutiny," Deutsche Bank (ETR:DBKGn) analyst Matt O-Connor wrote.

Berkshire must report its sales until its stake in BofA, which is currently at 11.4%, falls below 10%.

"Buffett and Berkshire Hathaway have likely trimmed the Bank of America stake to right-size it proportionate to Apple (NASDAQ:AAPL) after recently halving that stock," said Michael Ashley Schulman, chief investment officer at Running Point Capital Advisors.

© Reuters. FILE PHOTO: Berkshire Hathaway logo is displayed on a screen on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., May 10, 2023.  REUTERS/Brendan McDermid/File Photo

The billionaire investor is not commonly known for profit realization through sales, but he does occasionally realize upside, Schulman added.

Berkshire continues to be BofA's largest shareholder, owning 882.7 million shares worth $35.97 billion as of Friday's close.

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