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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
FG
651
Fiduciary Group
Georgia
$4.99M +$466K +3,398 +10%
NRS
652
Neville Rodie & Shaw
New York
$4.98M -$17.1K -125 -0.3%
SWM
653
SVA Wealth Management
Wisconsin
$4.96M +$173K +1,261 +3%
SI
654
Sprott Inc
Ontario, Canada
$4.96M
CAM
655
Cypress Asset Management
Texas
$4.93M +$37.7K +275 +0.7%
AF
656
Arrow Financial
New York
$4.88M +$2.47K +18 +0%
ICAS
657
Investors Capital Advisory Services
Massachusetts
$4.86M -$140K -1,023 -3%
PFA
658
Paradigm Financial Advisors
Missouri
$4.86M +$2.04M +14,921 +67%
HCM
659
Highbridge Capital Management
New York
$4.84M +$5.09M +37,147 New
SCM
660
Stevens Capital Management
Pennsylvania
$4.82M -$16.1M -117,470 -76%
SF
661
Synovus Financial
Georgia
$4.79M +$98.4K +718 +2%
SYBT
662
Stock Yards Bank & Trust
Kentucky
$4.79M +$11.9K +87 +0.2%
SFA
663
Staton Financial Advisors
North Carolina
$4.78M -$57K -416 -1%
CPA
664
Court Place Advisors
Maryland
$4.78M -$20.6K -150 -0.4%
TMAM
665
Tokio Marine Asset Management
Japan
$4.77M +$40.1K +293 +0.8%
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$4.76M +$300K +2,191 +6%
WSFS
667
Wilmington Savings Fund Society
Delaware
$4.73M +$569K +4,150 +13%
OA
668
Outfitter Advisors
Virginia
$4.72M -$147K -1,075 -3%
WI
669
Wafra Inc
New York
$4.69M -$8.89M -64,871 -64%
CSM
670
Central Square Management
Illinois
$4.68M -$1.16M -8,496 -19%
BFA
671
Beaumont Financial Advisors
Massachusetts
$4.67M
GCM
672
GoodHaven Capital Management
New Jersey
$4.64M -$2.06K -15 -0%
SGDR
673
SPX Gestao de Recursos
Brazil
$4.63M +$4.86M +35,500 New
LIM
674
Lagoda Investment Management
New York
$4.57M -$957K -6,982 -17%
CA
675
Cornerstone Advisors
North Carolina
$4.56M +$1.37M +10,000 +40%

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.