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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
PFA
676
Paradigm Financial Advisors
Missouri
$4.93M +$4.43K +33 +0.1%
AF
677
Arrow Financial
New York
$4.88M -$61.1K -455 -1%
SYBT
678
Stock Yards Bank & Trust
Kentucky
$4.85M +$2.55K +19 +0.1%
SFA
679
Staton Financial Advisors
North Carolina
$4.82M -$20K -149 -0.4%
Victory Capital Management
680
Victory Capital Management
Texas
$4.8M +$3.43M +25,542 +235%
WSFS
681
Wilmington Savings Fund Society
Delaware
$4.78M -$9.8K -73 -0.2%
OA
682
Outfitter Advisors
Virginia
$4.77M -$6.71K -50 -0.1%
CGT
683
Capital Guardian Trust
California
$4.77M +$235K +1,749 +5%
HB
684
Homrich & Berg
Georgia
$4.76M +$291K +2,168 +6%
WI
685
Wafra Inc
New York
$4.75M
DM
686
Delphi Management
Massachusetts
$4.73M -$14.2M -105,901 -75%
MCM
687
Matarin Capital Management
New York
$4.71M +$3.2M +23,827 +202%
SGDR
688
SPX Gestao de Recursos
Brazil
$4.69M
BOH
689
Bank of Hawaii
Hawaii
$4.67M +$76.5K +570 +2%
SPC
690
Sigma Planning Corp
Michigan
$4.66M +$297K +2,212 +7%
UR
691
USCA RIA
Texas
$4.65M +$292K +2,175 +7%
BFPW
692
BOK Financial Private Wealth
Colorado
$4.65M -$2.46M -18,300 -34%
OCA
693
Otter Creek Advisors
Florida
$4.65M +$4.72M +35,205 New
PAM
694
Peak Asset Management
Colorado
$4.64M +$24.6K +183 +0.5%
LFR
695
Lehman Financial Resources
Pennsylvania
$4.64M +$20.1K +150 +0.4%
SCM
696
Sterling Capital Management
North Carolina
$4.63M +$1.5M +11,177 +47%
CA
697
Cornerstone Advisors
North Carolina
$4.62M
DAM
698
Davis Asset Management
California
$4.62M
PWLP
699
Prio Wealth Limited Partnership
Massachusetts
$4.6M -$3.35K -25 -0.1%
LNWWM
700
Laird Norton Wetherby Wealth Management
California
$4.56M -$262K -1,955 -5%

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.