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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
JG
626
Jefferies Group
New York
$5.37M +$4.49M +32,753 +388%
WHRC
627
W.H. Reaves & Co
New Jersey
$5.35M +$188K +1,375 +3%
FSA
628
Franklin Street Advisors
North Carolina
$5.34M +$51.1K +373 +0.9%
CWM
629
Cabot Wealth Management
Massachusetts
$5.33M +$95.2K +695 +2%
AA
630
Ancora Advisors
Ohio
$5.31M +$3.42K +25 +0.1%
GIM
631
Goelzer Investment Management
Indiana
$5.31M -$43.8K -320 -0.8%
PA
632
Profund Advisors
Maryland
$5.31M -$2.58M -18,853 -32%
BAM
633
Barrett Asset Management
New York
$5.28M -$56.9K -415 -1%
Bank of Nova Scotia
634
Bank of Nova Scotia
Ontario, Canada
$5.27M +$348K +2,538 +7%
NC
635
Northpointe Capital
Michigan
$5.26M -$1.41M -10,268 -20%
TCCM
636
Timber Creek Capital Management
Massachusetts
$5.25M -$97.3K -710 -2%
CI
637
Constellation Investments
Ohio
$5.25M +$151K +1,100 +3%
RW
638
Rand Wealth
Maryland
$5.25M -$289K -2,106 -5%
SLI
639
Sumitomo Life Insurance
Japan
$5.24M -$140K -1,022 -2%
CA
640
Callahan Advisors
Texas
$5.21M +$203K +1,485 +4%
Twin Tree Management
641
Twin Tree Management
Texas
$5.21M -$1.34M -9,775 -20%
SCM
642
SKBA Capital Management
California
$5.2M
M
643
MOTCO
Texas
$5.18M +$23K +168 +0.4%
MKC
644
M. Kraus & Co
Vermont
$5.17M -$45.9K -335 -0.8%
OPCM
645
Osborne Partners Capital Management
California
$5.14M +$7.12K +52 +0.1%
ANBTV
646
American National Bank & Trust (Virginia)
Virginia
$5.14M +$62.7K +458 +1%
PL
647
Parkwood LLC
Ohio
$5.08M +$5.34M +38,962 New
AWM
648
Avior Wealth Management
Nebraska
$5.02M +$1.18M +8,579 +29%
AIM
649
Allen Investment Management
New York
$5.02M +$4.02M +29,334 +320%
PLFAM
650
Pineno Levin & Ford Asset Management
Virginia
$5M -$41.1K -300 -0.8%

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.