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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
CA
701
Cetera Advisors
Colorado
$4.55M +$451K +3,363 +11%
BC
702
Blackhill Capital
New Jersey
$4.55M
FANJ
703
Financial Architects (New Jersey)
New Jersey
$4.54M -$38.6K -288 -0.8%
ICAS
704
Investors Capital Advisory Services
Massachusetts
$4.52M -$406K -3,022 -8%
FTB
705
First Trust Bank
Bahamas
$4.52M
NB
706
NBT Bank
New York
$4.51M -$82.7K -616 -2%
SI
707
Stephens Inc
Arkansas
$4.5M +$358K +2,664 +8%
BFIM
708
Beese Fulmer Investment Management
Ohio
$4.47M +$183K +1,367 +4%
BAS
709
Brown Advisory Securities
Maryland
$4.47M +$172K +1,281 +4%
MI
710
Markston International
New York
$4.46M
TI
711
Trigran Investments
Illinois
$4.46M +$67.1K +500 +2%
TMAM
712
Tokio Marine Asset Management
Japan
$4.43M -$402K -2,998 -8%
CCP
713
Centaur Capital Partners
Texas
$4.42M +$738K +5,500 +20%
SFSG
714
Stearns Financial Services Group
North Carolina
$4.42M +$43.1K +321 +1%
DIA
715
Dean Investment Associates
Ohio
$4.4M -$96K -715 -2%
EML
716
Eos Management LP
New York
$4.39M
SI
717
SII Investments
Wisconsin
$4.36M -$59.2K -441 -1%
LIM
718
Lagoda Investment Management
New York
$4.35M -$277K -2,066 -6%
FFWA
719
FRG Family Wealth Advisors
Washington
$4.33M +$4.4M +32,822 New
NB
720
Norinchukin Bank
Japan
$4.26M -$2.84M -21,147 -40%
PAI
721
Pittenger & Anderson Inc
Nebraska
$4.24M +$187K +1,394 +5%
JWBC
722
J.W. Burns & Co
New York
$4.22M +$106K +792 +3%
BBA
723
BLB&B Advisors
Pennsylvania
$4.22M +$39.6K +295 +0.9%
MYLI
724
Meiji Yasuda Life Insurance
Japan
$4.22M -$2.68K -20 -0.1%
IFLIT
725
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$4.2M

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.