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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
TCOO
951
Trust Company of Oklahoma
Oklahoma
$1.95M -$266K -1,980 -12%
HAG
952
HighPoint Advisor Group
Illinois
$1.95M +$67K +499 +3%
CIA
953
Capital Investment Advisors
Georgia
$1.93M +$10.3K +77 +0.5%
GWCM
954
Godshalk Welsh Capital Management
Pennsylvania
$1.93M
SCA
955
Secor Capital Advisors
New York
$1.92M +$1.95M +14,525 New
SFU
956
Stonehage Fleming (UK)
United Kingdom
$1.92M +$219K +1,634 +13%
ASC
957
Atalanta Sosnoff Capital
New York
$1.91M -$3.35K -25 -0.2%
HSA
958
HBK Sorce Advisory
Pennsylvania
$1.91M +$2.42K +18 +0.1%
ACPU
959
Arrowgrass Capital Partners (US)
Delaware
$1.91M +$6.58K +49 +0.3%
FBA
960
Front Barnett Associates
Illinois
$1.91M
GC
961
Grimes & Company
Massachusetts
$1.9M -$2.01K -15 -0.1%
CA
962
Cullinan Associates
Kentucky
$1.9M +$160K +1,195 +9%
Twin Tree Management
963
Twin Tree Management
Texas
$1.89M -$3.44M -25,605 -64%
Voloridge Investment Management
964
Voloridge Investment Management
Florida
$1.89M -$12.7M -94,826 -87%
PP
965
Pegasus Partners
Wisconsin
$1.88M -$121K -905 -6%
BCM
966
Blume Capital Management
California
$1.88M -$153K -1,140 -7%
LNB
967
Ledyard National Bank
$1.88M
BGDI
968
BW Gestao de Investimentos
Brazil
$1.87M
FHC
969
First Heartland Consultants
Missouri
$1.85M -$34.1K -254 -2%
CC
970
Cannell Capital
Wyoming
$1.85M
RWA
971
Ropes Wealth Advisors
Massachusetts
$1.85M +$616K +4,587 +49%
TP
972
Truvvo Partners
New York
$1.84M +$1.87M +13,970 New
MPI
973
Mairs & Power Inc
Minnesota
$1.82M +$20.1K +150 +1%
PMFA
974
Plante Moran Financial Advisors
Michigan
$1.81M -$206K -1,534 -10%
BSW
975
Buckingham Strategic Wealth
Missouri
$1.8M -$64.8K -483 -3%

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.