Berkshire Hathaway Class B
BRK.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.
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: 1,642 → 1,655 (+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: 324 → 307 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$478M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$289M |
| 3 |
O
OppenheimerFunds
New York
|
+$220M |
| 4 |
Renaissance Technologies
New York
|
+$196M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$736M |
| 2 |
State Street
Boston,
Massachusetts
|
-$661M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$147M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$127M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$123M |
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.