We are live on ! Find out more
BRK.B icon

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
SFS
651
Summit Financial Strategies
Ohio
$5.34M +$5.43M +40,437 New
CCT
652
Chemung Canal Trust
New York
$5.33M +$3.45M +25,684 +175%
MKC
653
M. Kraus & Co
Vermont
$5.31M +$79.9K +595 +2%
TF
654
Trutina Financial
Washington
$5.3M -$451K -3,363 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
655
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.28M -$11.8M -88,000 -69%
Pacer Advisors
656
Pacer Advisors
Pennsylvania
$5.27M +$4.79M +35,720 +854%
EA
657
Euclid Advisors
Connecticut
$5.27M +$5.35M +39,880 New
NC
658
Northpointe Capital
Michigan
$5.26M
Parallax Volatility Advisers
659
Parallax Volatility Advisers
California
$5.25M -$18.2M -135,536 -77%
M
660
MOTCO
Texas
$5.23M -$9.93K -74 -0.2%
FSA
661
Franklin Street Advisors
North Carolina
$5.23M -$187K -1,394 -3%
SWM
662
SVA Wealth Management
Wisconsin
$5.22M +$203K +1,516 +4%
AWM
663
Avior Wealth Management
Nebraska
$5.21M +$126K +939 +2%
NLI
664
Nippon Life Insurance
Japan
$5.2M -$296K -2,205 -5%
SLI
665
Sumitomo Life Insurance
Japan
$5.18M -$124K -925 -2%
SF
666
Synovus Financial
Georgia
$5.15M +$313K +2,334 +6%
CAM
667
Cypress Asset Management
Texas
$5.14M +$148K +1,100 +3%
BFG
668
Beacon Financial Group
Texas
$5.07M +$477K +3,558 +10%
PLFAM
669
Pineno Levin & Ford Asset Management
Virginia
$5.06M -$5.37K -40 -0.1%
SBWIC
670
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.04M +$590K +4,395 +13%
OPCM
671
Osborne Partners Capital Management
California
$5.03M -$188K -1,400 -4%
NRS
672
Neville Rodie & Shaw
New York
$5.02M -$28.2K -210 -0.5%
CPA
673
Court Place Advisors
Maryland
$5M +$162K +1,210 +3%
MCM
674
Murphy Capital Management
New Jersey
$4.98M -$845K -6,296 -14%
RW
675
Rand Wealth
Maryland
$4.95M -$365K -2,720 -7%

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.