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Berkshire Hathaway Class B

1,658 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 753 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $768M

39% more repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 543

7% more funds holding in top 10

Funds holding in top 10: 292311 (+19)

6% more capital invested

Capital invested by funds: $109B → $115B (+$6.03B)

1.39% more ownership

Funds ownership: 65.23%66.62% (+1.4%)

2% less funds holding

Funds holding: 1,6901,658 (-32)

24% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 80

Holders
1,658
Holders Change
-32
Holders Change %
-1.89%
% of All Funds
46.27%
Holding in Top 10
311
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.51%
% of All Funds
8.68%
New
61
Increased
753
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
926
Personal Capital Advisors
California
$1.87M +$43.7K +319 +2%
CWM
927
Calamos Wealth Management
Illinois
$1.87M +$109K +799 +6%
DPIM
928
Duff & Phelps Investment Management
Illinois
$1.87M -$163K -1,190 -8%
FHC
929
First Heartland Consultants
Missouri
$1.86M +$47K +343 +2%
AAM
930
Advisors Asset Management
Colorado
$1.86M +$188K +1,372 +11%
LNB
931
Ledyard National Bank
$1.86M
RBC
932
Ronald Blue & Co
Georgia
$1.85M -$64.1K -468 -3%
BGDI
933
BW Gestao de Investimentos
Brazil
$1.84M +$233K +1,700 +14%
BSW
934
Buckingham Strategic Wealth
Missouri
$1.84M +$173K +1,263 +10%
CC
935
Cannell Capital
Wyoming
$1.83M +$329K +2,400 +21%
WHG
936
Westwood Holdings Group
Texas
$1.83M -$470K -3,433 -20%
CC
937
Cognios Capital
Kansas
$1.82M +$284K +2,076 +17%
GA
938
GFS Advisors
Texas
$1.81M +$260K +1,900 +16%
MIAN
939
Mariner Independent Advisor Network
Kansas
$1.79M +$237K +1,728 +14%
AWA
940
Arete Wealth Advisors
Illinois
$1.78M +$260K +1,899 +16%
MPI
941
Mairs & Power Inc
Minnesota
$1.78M -$11.6K -85 -0.6%
CS
942
Cannell & Spears
New York
$1.77M -$16.6K -121 -0.9%
MM
943
Midas Management
New York
$1.76M -$1.37M -10,000 -43%
WT
944
Washington Trust
Rhode Island
$1.74M -$2.88K -21 -0.2%
Mirae Asset Global Investments
945
Mirae Asset Global Investments
South Korea
$1.74M +$41.4K +302 +2%
SIMM
946
Stillwater Investment Management (Minnesota)
Minnesota
$1.73M
CA
947
Cullinan Associates
Kentucky
$1.72M
HTHT
948
Hemenway Trust Hemenway Trust
New Hampshire
$1.71M -$41.1K -300 -2%
CIC
949
Crawford Investment Counsel
Georgia
$1.71M -$151K -1,100 -8%
ISB
950
Iowa State Bank
Iowa
$1.71M +$39.7K +290 +2%

BRK.B Hedge Fund Activity: Q3 2015 in Review

1,658 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2015, worth a combined $115B — up 5.6% from $109B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BRK.B and 61 opened new positions — a net loss of 19 holders — while 543 trimmed existing stakes and 753 added.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Deutsche Bank, cutting an estimated $455M.

  • 1,658 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2015, down from 1,690 in Q2 2015.
  • Funds reported $115B of Berkshire Hathaway Class B stock for Q3 2015, up 5.6% quarter-over-quarter.
  • 61 funds opened new Berkshire Hathaway Class B positions in Q3 2015 and 80 closed out, a net change of -19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2015 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2015 was Deutsche Bank, an estimated $455M sold.

Based on aggregated 13F filings for Q3 2015.