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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
FBC
626
Fairfield, Bush & Co
Connecticut
$5.77M -$47K -350 -0.8%
AC
627
Addenda Capital
Quebec, Canada
$5.71M -$450K -3,356 -7%
WCMN
628
Westchester Capital Management (Nebraska)
Nebraska
$5.71M -$6.71K -50 -0.1%
MCA
629
Mercer Capital Advisers
New Jersey
$5.7M -$35.6K -265 -0.6%
EDRS
630
Edmond de Rothschild (Suisse)
Switzerland
$5.66M -$443K -3,300 -7%
FG
631
Fiduciary Group
Georgia
$5.66M +$624K +4,650 +12%
CA
632
Callahan Advisors
Texas
$5.66M +$387K +2,885 +7%
HDE
633
Hutner Daniel Ellsworth
$5.63M +$5.72M +42,611 New
BHIA
634
Birch Hill Investment Advisors
Massachusetts
$5.61M -$18.3K -136 -0.3%
SS
635
Simplicity Solutions
Minnesota
$5.56M +$4.88M +36,376 +636%
BAC
636
Boys Arnold & Co
North Carolina
$5.55M +$2.82M +20,991 +100%
WHRC
637
W.H. Reaves & Co
New Jersey
$5.54M +$127K +950 +2%
PCM
638
Pointe Capital Management
Michigan
$5.54M -$527K -3,924 -9%
SI
639
Sprott Inc
Ontario, Canada
$5.52M +$510K +3,800 +10%
SW
640
SVB Wealth
Massachusetts
$5.51M -$236K -1,762 -4%
PP
641
Palladium Partners
Virginia
$5.5M -$143K -1,062 -2%
FIB
642
First Interstate Bank
Montana
$5.48M -$24.6K -183 -0.4%
GIM
643
Goelzer Investment Management
Indiana
$5.48M +$105K +781 +2%
TCCM
644
Timber Creek Capital Management
Massachusetts
$5.44M +$124K +925 +2%
CI
645
Constellation Investments
Ohio
$5.43M +$107K +800 +2%
HCM
646
Howland Capital Management
Massachusetts
$5.42M -$33.6K -250 -0.6%
SGAM
647
Steinberg Global Asset Management
Florida
$5.42M -$125K -929 -2%
ANBTV
648
American National Bank & Trust (Virginia)
Virginia
$5.4M +$196K +1,462 +4%
BAM
649
Barrett Asset Management
New York
$5.4M +$49.1K +366 +0.9%
AA
650
Ancora Advisors
Ohio
$5.39M +$9.53K +71 +0.2%

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.