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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
WPP
851
Whalerock Point Partners
Rhode Island
$2.75M -$32.3K -241 -1%
GIP
852
Granite Investment Partners
California
$2.74M
FAT
853
First American Trust
California
$2.73M -$573K -4,269 -17%
DIA
854
Denver Investment Advisors
Colorado
$2.73M +$168K +1,250 +6%
SACTSONJ
855
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.72M
FFH
856
Fairfax Financial Holdings
Ontario, Canada
$2.71M -$134K -1,000 -5%
RMDI
857
R.M. Davis Inc
Maine
$2.69M -$89.8K -669 -3%
TWA
858
TCI Wealth Advisors
Arizona
$2.68M +$64.7K +482 +2%
GWM
859
Gupta Wealth Management
California
$2.68M +$216K +1,607 +9%
HCP
860
Holt Capital Partners
Texas
$2.68M -$43.6K -325 -2%
BOS
861
Bingham Osborn & Scarborough
California
$2.66M -$20.1K -150 -0.7%
AAM
862
AR Asset Management
California
$2.64M
CNFG
863
Creegan & Nassoura Financial Group
New Hampshire
$2.62M +$20.9K +156 +0.8%
AAMU
864
AEGON Asset Management (UK)
United Kingdom
$2.59M
HCM
865
Highlander Capital Management
New Jersey
$2.56M -$6.71K -50 -0.3%
MYAM
866
Meiji Yasuda Asset Management
Japan
$2.54M +$22.8K +170 +0.9%
TIM
867
Tortoise Investment Management
New York
$2.51M -$8.72K -65 -0.3%
ZIM
868
Zacks Investment Management
Illinois
$2.49M -$13K -97 -0.5%
BFC
869
Blue Fin Capital
Rhode Island
$2.49M -$102K -760 -4%
NAM
870
NorthCoast Asset Management
Connecticut
$2.49M -$283K -2,112 -10%
WB
871
WesBanco Bank
West Virginia
$2.48M -$7.51K -56 -0.3%
ECM
872
EagleClaw Capital Management
Massachusetts
$2.48M
FNT
873
First National Trust
Pennsylvania
$2.47M +$160K +1,195 +7%
WIC
874
Woodmont Investment Counsel
Tennessee
$2.46M -$23.5K -175 -0.9%
GIA
875
Guyasuta Investment Advisors
Pennsylvania
$2.46M +$22.7K +169 +0.9%

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.