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Berkshire Hathaway Class B

1,771 hedge funds and large institutions have $116B invested in Berkshire Hathaway Class B in 2016 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 778 increasing their positions, 627 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 77

24% more repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 627

19% more call options, than puts

Call options by funds: $1.2B | Put options by funds: $1B

15% more funds holding in top 10

Funds holding in top 10: 302346 (+44)

2.51% more ownership

Funds ownership: 66.9%69.41% (+2.5%)

1% more funds holding

Funds holding: 1,7491,771 (+22)

1% less capital invested

Capital invested by funds: $117B → $116B (-$1.27B)

Holders
1,771
Holders Change
+22
Holders Change %
+1.26%
% of All Funds
47.19%
Holding in Top 10
346
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+14.57%
% of All Funds
9.22%
New
116
Increased
778
Reduced
627
Closed
77
Calls
$1.2B
Puts
$1B
Net Calls
+$193M
Net Calls Change
+$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.9M +$1.04M +7,814 +4%
CBCM
277
Cook & Bynum Capital Management
Alabama
$30.4M
HK
278
Horizon Kinetics
New York
$30.4M -$3.84M -28,947 -12%
BTS
279
BB&T Securities
Virginia
$30M +$230K +1,733 +0.8%
V
280
Veritable
Delaware
$29.9M -$615K -4,637 -2%
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$29.4M +$530K +4,000 +2%
FDCC
282
Foster Dykema Cabot & Co
Massachusetts
$29.3M -$3.66M -27,625 -12%
TH
283
TCTC Holdings
Texas
$29.3M -$39.8K -300 -0.1%
Natixis Advisors
284
Natixis Advisors
Massachusetts
$29.2M +$3.02M +22,759 +12%
EIA
285
Edgemoor Investment Advisors
Maryland
$29.1M -$428K -3,229 -2%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$29.1M -$1.62M -12,239 -6%
NG
287
Northstar Group
New York
$28.7M +$296K +2,230 +1%
SCI
288
S&CO Inc
Massachusetts
$28.4M
HCM
289
Hollencrest Capital Management
California
$28.1M +$17.2K +130 +0.1%
IGIM
290
I.G. Investment Management
Manitoba, Canada
$27.9M +$94K +709 +0.4%
BJ
291
Brouwer & Janachowski
California
$27.9M +$1M +7,563 +4%
Lazard Asset Management
292
Lazard Asset Management
New York
$27.8M +$6.75M +50,875 +35%
AL
293
Aspiriant LLC
California
$27.6M +$1.43M +10,750 +6%
Wellington Management Group
294
Wellington Management Group
Massachusetts
$27.5M +$6.97M +52,563 +37%
BGDI
295
BW Gestao de Investimentos
Brazil
$27.4M +$23.7M +178,625 +1,262%
CVM
296
Cheviot Value Management
California
$27.3M -$184K -1,388 -0.7%
VNIM
297
Vaughan Nelson Investment Management
Texas
$27.2M -$5.53M -41,675 -18%
MA
298
MUFG Americas
New York
$27M -$753K -5,676 -3%
SAIG
299
Semper Augustus Investments Group
Colorado
$26.8M +$97.2K +733 +0.4%
CBOA
300
Commonwealth Bank of Australia
Australia
$26.7M +$15.2K +115 +0.1%

BRK.B Hedge Fund Activity: Q1 2016 in Review

1,771 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2016, worth a combined $116B — down 1.1% from $117B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new BRK.B positions and 77 closed out — a net gain of 39 holders — while 778 added to existing stakes and 627 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $5.23B. The largest seller was Gates Foundation Trust, cutting an estimated $663M.

  • 1,771 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2016, up from 1,749 in Q4 2015.
  • Funds reported $116B of Berkshire Hathaway Class B stock for Q1 2016, down 1.1% quarter-over-quarter.
  • 116 funds opened new Berkshire Hathaway Class B positions in Q1 2016 and 77 closed out, a net change of +39 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2016 was Royal London Asset Management, an estimated $5.23B added.
  • The largest Berkshire Hathaway Class B seller in Q1 2016 was Gates Foundation Trust, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2016.