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Berkshire Hathaway Class B

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

48% more call options, than puts

Call options by funds: $955M | Put options by funds: $645M

2% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 619

1% more funds holding

Funds holding: 1,6421,655 (+13)

0.81% less ownership

Funds ownership: 66.06%65.24% (-0.81%)

4% less capital invested

Capital invested by funds: $120B → $115B (-$5.05B)

5% less funds holding in top 10

Funds holding in top 10: 324307 (-17)

Holders
1,655
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
44.11%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.18%
New
91
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
251
Suntrust Banks
Georgia
$34.4M +$2.17M +14,735 +7%
TCT
252
TIAA CREF Trust
Missouri
$34.4M +$1.57M +10,692 +5%
MSA
253
Mason Street Advisors
Wisconsin
$33.9M -$19.2M -130,547 -36%
Calamos Advisors
254
Calamos Advisors
Illinois
$33.8M -$76.2K -518 -0.2%
RI
255
RWWM Inc
California
$33.8M -$128K -873 -0.4%
GT
256
Glenmede Trust
Pennsylvania
$33.8M -$2.01M -13,679 -6%
FFA
257
First Foundation Advisors
California
$33.3M +$3.12M +21,181 +10%
EWM
258
Evercore Wealth Management
New York
$33.2M +$991K +6,737 +3%
HNB
259
Huntington National Bank
Ohio
$32.6M +$425K +2,888 +1%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$31.9M +$3.4M +23,121 +12%
WP
261
WealthPLAN Partners
Nebraska
$31.6M +$32.3M +219,568 New
V
262
Veritable
Delaware
$31.5M +$303K +2,061 +1%
UCFA
263
United Capital Financial Advisors
Texas
$31.2M +$2.52M +17,135 +8%
CBCM
264
Cook & Bynum Capital Management
Alabama
$30.9M
MOACM
265
Mutual of America Capital Management
New York
$30.8M +$523K +3,555 +2%
FAF
266
Fjarde Ap-fonden
Sweden
$30.7M -$1.8M -12,209 -5%
TH
267
TCTC Holdings
Texas
$30.7M -$666K -4,525 -2%
NMERB
268
New Mexico Educational Retirement Board
New Mexico
$30.6M -$1.31M -8,900 -4%
WBC
269
Westpac Banking Corp
Australia
$30.4M +$333K +2,261 +1%
COPPSERS
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30.2M +$9.22M +62,673 +43%
WAM
271
World Asset Management
Michigan
$30.2M -$133K -906 -0.4%
AIMCA
272
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$29.6M +$5.11M +34,700 +20%
BNP Paribas Asset Management
273
BNP Paribas Asset Management
France
$29.6M +$1.48M +10,074 +5%
EIA
274
Edgemoor Investment Advisors
Maryland
$29.1M +$1.15M +7,796 +4%
HPC
275
HM Payson & Co
Maine
$29M -$1.07M -7,242 -3%

BRK.B Hedge Fund Activity: Q1 2015 in Review

1,655 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2015, worth a combined $115B — down 4.2% from $120B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 57 closed out — a net gain of 34 holders — while 632 added to existing stakes and 619 trimmed.

The largest buyer was Vanguard Group, adding an estimated $478M. The largest seller was Gates Foundation Trust, cutting an estimated $736M.

  • 1,655 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2015, up from 1,642 in Q4 2014.
  • Funds reported $115B of Berkshire Hathaway Class B stock for Q1 2015, down 4.2% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q1 2015 and 57 closed out, a net change of +34 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2015 was Vanguard Group, an estimated $478M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2015 was Gates Foundation Trust, an estimated $736M sold.

Based on aggregated 13F filings for Q1 2015.