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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
RBC
976
Ronald Blue & Co
Georgia
$1.8M -$80.5K -600 -4%
MM
977
Midas Management
New York
$1.78M
SIMM
978
Stillwater Investment Management (Minnesota)
Minnesota
$1.77M +$20.5K +153 +1%
CS
979
Cannell & Spears
New York
$1.77M -$28.2K -210 -2%
GCM
980
Grisanti Capital Management
New York
$1.75M +$1.51M +11,215 +558%
CONA
981
Capital One National Association
New York
$1.75M -$254K -1,892 -13%
CIC
982
Crawford Investment Counsel
Georgia
$1.73M
Mirae Asset Global Investments
983
Mirae Asset Global Investments
South Korea
$1.73M -$42.7K -318 -2%
WT
984
Washington Trust
Rhode Island
$1.72M -$51.7K -385 -3%
HTHT
985
Hemenway Trust Hemenway Trust
New Hampshire
$1.72M -$20.1K -150 -1%
TSW
986
Thompson Siegel & Walmsley
Virginia
$1.71M
AL
987
Airain Ltd
Guernsey
$1.71M +$1.74M +12,976 New
CCT
988
Capital City Trust
Florida
$1.71M +$382K +2,850 +28%
DPIM
989
Duff & Phelps Investment Management
Illinois
$1.7M -$193K -1,440 -10%
CIM
990
Calvert Investment Management
Maryland
$1.7M -$1.45M -10,800 -46%
RHFI
991
Reilly Herbert Faulkner III
$1.7M +$47.4K +353 +3%
BW
992
Bison Wealth
Georgia
$1.68M +$110K +816 +7%
ARMC
993
American Research & Management Company
Massachusetts
$1.68M -$15.4K -115 -0.9%
CL
994
CPWM LLC
Washington
$1.67M -$34.4K -256 -2%
PAM
995
PartnerRe Asset Management
Connecticut
$1.66M -$2.87M -21,350 -63%
PG
996
Patten Group
Tennessee
$1.66M -$300K -2,235 -15%
FIM
997
Freedom Investment Management
Connecticut
$1.65M -$8.58M -63,918 -84%
JFGIW
998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M +$144K +1,071 +9%
PTC
999
Private Trust Company
Ohio
$1.63M +$26K +194 +2%
CA
1000
CapWealth Advisors
Tennessee
$1.63M -$49.5K -369 -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.