We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,658 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 753 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $768M

39% more repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 543

7% more funds holding in top 10

Funds holding in top 10: 292311 (+19)

6% more capital invested

Capital invested by funds: $109B → $115B (+$6.03B)

1.39% more ownership

Funds ownership: 65.23%66.62% (+1.4%)

2% less funds holding

Funds holding: 1,6901,658 (-32)

24% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 80

Holders
1,658
Holders Change
-32
Holders Change %
-1.89%
% of All Funds
46.27%
Holding in Top 10
311
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.51%
% of All Funds
8.68%
New
61
Increased
753
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TU
401
TDAM USA
Ontario, Canada
$15.5M -$75.6K -552 -0.5%
BTW
402
Boston Trust Walden
Massachusetts
$15.4M +$2.39M +17,430 +17%
LS
403
Livforsakringsbolaget Skandia
Sweden
$15.4M
KWILP
404
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.2M -$601K -4,387 -4%
GIA
405
Granite Investment Advisors
New Hampshire
$15.2M -$649K -4,735 -4%
ZIG
406
Zuckerman Investment Group
Illinois
$15.1M -$860K -6,279 -5%
MA
407
Menlo Advisors
California
$15.1M -$140K -1,020 -0.9%
HIC
408
Harvey Investment Company
Kentucky
$15.1M -$295K -2,150 -2%
PC
409
Pecaut & Co
Iowa
$15M -$286K -2,090 -2%
KAS
410
Kemnay Advisory Services
New York
$14.6M +$2.09M +15,265 +16%
SC
411
Scotia Capital
Ontario, Canada
$14.6M -$336K -2,456 -2%
SEM
412
Suncoast Equity Management
Florida
$14.4M +$110K +801 +0.7%
AI
413
Ariel Investments
Illinois
$14.4M +$2.81M +20,502 +23%
FT
414
Fiduciary Trust
Massachusetts
$14.3M -$154K -1,122 -1%
NFGCM
415
Norman Fields Gottscho Capital Management
New York
$14.3M +$6.7M +48,930 +81%
Voloridge Investment Management
416
Voloridge Investment Management
Florida
$14.2M +$14.9M +109,105 New
ABC
417
Associated Banc-Corp
Wisconsin
$14.2M +$39.5K +288 +0.3%
CC
418
Curian Capital
Colorado
$14.2M -$2.89M -21,081 -16%
EDRH
419
Edmond de Rothschild Holding
Switzerland
$14.1M +$1.14M +8,297 +8%
FIM
420
Frontier Investment Management
Texas
$14.1M +$1.14M +8,315 +8%
DILH
421
Dai-ichi Life Holdings
Japan
$14M
BSA
422
Braun Stacey Associates
New York
$13.9M -$1.07M -7,805 -7%
TYCC
423
Texas Yale Capital Corp
Florida
$13.9M -$525K -3,835 -3%
CANC
424
Culbertson A N & Co
Virginia
$13.8M +$987K +7,206 +7%
BWP
425
Baldwin Wealth Partners
Massachusetts
$13.6M +$2.47K +18 +0%

BRK.B Hedge Fund Activity: Q3 2015 in Review

1,658 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2015, worth a combined $115B — up 5.6% from $109B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BRK.B and 61 opened new positions — a net loss of 19 holders — while 543 trimmed existing stakes and 753 added.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Deutsche Bank, cutting an estimated $455M.

  • 1,658 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2015, down from 1,690 in Q2 2015.
  • Funds reported $115B of Berkshire Hathaway Class B stock for Q3 2015, up 5.6% quarter-over-quarter.
  • 61 funds opened new Berkshire Hathaway Class B positions in Q3 2015 and 80 closed out, a net change of -19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2015 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2015 was Deutsche Bank, an estimated $455M sold.

Based on aggregated 13F filings for Q3 2015.