Berkshire Hathaway Class B
BRK.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.
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: 302 → 346 (+44)
2.51% more ownership
Funds ownership: 66.9% → 69.41% (+2.5%)
1% more funds holding
Funds holding: 1,749 → 1,771 (+22)
1% less capital invested
Capital invested by funds: $117B → $116B (-$1.27B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$5.23B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$518M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$220M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$156M |
| 5 |
Eagle Capital Management (New York)
New York
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$663M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$470M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$322M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$245M |
| 5 |
State Street
Boston,
Massachusetts
|
-$210M |
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.