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Berkshire Hathaway Class B

1,749 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 672 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 47

15% more call options, than puts

Call options by funds: $966M | Put options by funds: $843M

6% more funds holding

Funds holding: 1,6571,749 (+92)

7% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 627

2% more capital invested

Capital invested by funds: $115B → $117B (+$2.26B)

0.29% more ownership

Funds ownership: 66.62%66.9% (+0.29%)

3% less funds holding in top 10

Funds holding in top 10: 310302 (-8)

Holders
1,749
Holders Change
+92
Holders Change %
+5.55%
% of All Funds
45.88%
Holding in Top 10
302
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.58%
% of All Funds
7.92%
New
161
Increased
672
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
IFP Advisors
Florida
$8.5M +$8.64M +64,373 New
Mariner
527
Mariner
Kansas
$8.45M -$1.2M -8,915 -12%
QOP
528
Quinn Opportunity Partners
Virginia
$8.45M +$1.48M +11,000 +21%
MERSOM
529
Municipal Employees' Retirement System of Michigan
Michigan
$8.44M +$68.4K +510 +0.8%
RC
530
RBO & Co
California
$8.37M +$929K +6,925 +12%
AI
531
Analytic Investors
California
$8.32M -$1.98M -14,736 -19%
EP
532
Elkhorn Partners
Nebraska
$8.32M -$215K -1,600 -2%
HT
533
HAP Trading
New York
$8.31M +$8.45M +62,967 New
AC
534
Avenir Corporation
Virginia
$8.26M -$6.71K -50 -0.1%
LC
535
Lincoln Capital
Nebraska
$8.24M -$23.8K -177 -0.3%
FCI
536
Financial Counselors Inc
Kansas
$8.15M +$127K +946 +2%
ZIG
537
Zurich Insurance Group
Switzerland
$8.12M -$338K -2,515 -4%
VW
538
Vantage Wealth
California
$8.08M -$23.8K -177 -0.3%
MCM
539
Manchester Capital Management
Vermont
$8.05M -$2.28K -17 -0%
MLL
540
Moody Lynn & Lieberson
Massachusetts
$8.04M -$210K -1,567 -3%
EDRE
541
Edmond de Rothschild (Europe)
Luxembourg
$8.02M +$250K +1,863 +3%
BG
542
Bahl & Gaynor
Ohio
$8.01M +$107K +797 +1%
BOIA
543
Bush ODonnell Investment Advisors
Missouri
$7.97M -$208K -1,550 -3%
WFG
544
Windsor Financial Group
Minnesota
$7.95M -$123K -914 -1%
NAMP
545
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.91M +$43.6K +325 +0.5%
NCM
546
Novare Capital Management
North Carolina
$7.89M +$144K +1,070 +2%
HIC
547
Hartline Investment Corp
Illinois
$7.87M -$778K -5,800 -9%
PRA
548
Parametric Risk Advisors
Connecticut
$7.86M
LGC
549
Laurel Grove Capital
California
$7.8M -$55K -410 -0.7%
ECM
550
Exchange Capital Management
Michigan
$7.78M +$77.3K +576 +1%

BRK.B Hedge Fund Activity: Q4 2015 in Review

1,749 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2015, worth a combined $117B — up 2% from $115B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new BRK.B positions and 47 closed out — a net gain of 114 holders — while 672 added to existing stakes and 627 trimmed.

The largest buyer was Vanguard Group, adding an estimated $335M. The largest seller was Gates Foundation Trust, cutting an estimated $671M.

  • 1,749 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2015, up from 1,657 in Q3 2015.
  • Funds reported $117B of Berkshire Hathaway Class B stock for Q4 2015, up 2% quarter-over-quarter.
  • 161 funds opened new Berkshire Hathaway Class B positions in Q4 2015 and 47 closed out, a net change of +114 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2015 was Vanguard Group, an estimated $335M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2015 was Gates Foundation Trust, an estimated $671M sold.

Based on aggregated 13F filings for Q4 2015.