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Berkshire Hathaway Class B

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

48% more call options, than puts

Call options by funds: $955M | Put options by funds: $645M

2% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 619

1% more funds holding

Funds holding: 1,6421,655 (+13)

0.81% less ownership

Funds ownership: 66.06%65.24% (-0.81%)

4% less capital invested

Capital invested by funds: $120B → $115B (-$5.05B)

5% less funds holding in top 10

Funds holding in top 10: 324307 (-17)

Holders
1,655
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
44.11%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.18%
New
91
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
RCWMU
51
Rothschild & Co Wealth Management (UK)
United Kingdom
$395M +$15.2M +103,081 +4%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$390M +$112M +761,309 +39%
TA
53
Teachers Advisors
New York
$387M +$11M +74,934 +3%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$376M +$8.83M +60,014 +2%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$370M -$123M -836,009 -25%
First Manhattan
56
First Manhattan
New York
$360M +$663K +4,507 +0.2%
GRQ
57
Gardner Russo & Quinn
Pennsylvania
$356M +$2.88M +19,563 +0.8%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$347M +$16.1M +109,623 +5%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$345M -$38.7M -263,310 -10%
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$342M +$5.2M +35,361 +2%
WM
61
WS Management
Florida
$341M -$62.1M -422,000 -15%
SA
62
SQ Advisors
Florida
$334M +$16.9M +114,535 +5%
ClearBridge Investments
63
ClearBridge Investments
New York
$324M -$1.79M -12,195 -0.5%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$324M +$153M +1,037,938 +86%
JHIU
65
Janus Henderson Investors US
Colorado
$315M +$46.3M +314,902 +17%
CS
66
Credit Suisse
Switzerland
$315M -$147M -995,836 -31%
Invesco
67
Invesco
Georgia
$313M +$14.1M +96,037 +5%
PPA
68
Parametric Portfolio Associates
Washington
$292M +$10.5M +71,509 +4%
CCM
69
Check Capital Management
California
$290M -$7.7M -52,299 -3%
CA
70
Cortland Advisers
Delaware
$289M
VOYA Investment Management
71
VOYA Investment Management
Georgia
$286M -$3.01M -20,442 -1%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$283M -$122M -828,989 -30%
BA
73
BlackRock Advisors
Delaware
$280M +$5.47M +37,169 +2%
Allianz Asset Management
74
Allianz Asset Management
Germany
$276M +$16.5M +112,158 +6%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$270M +$74.6M +506,990 +37%