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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
SCM
1026
SOL Capital Management
Maryland
$1.27M +$20.6K +150 +2%
SIC
1027
Schwartz Investment Counsel
Michigan
$1.27M
NDSI
1028
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$41.1K -300 -3%
SCM
1029
Sterneck Capital Management
Missouri
$1.25M
HRC
1030
Hoertkorn Richard Charles
$1.25M +$44.5K +325 +4%
NCM
1031
Narwhal Capital Management
Georgia
$1.25M +$13.7K +100 +1%
SCM
1032
Stonebridge Capital Management
California
$1.25M +$13.7K +100 +1%
CB
1033
Chemical Bank
Michigan
$1.25M +$45.5K +332 +4%
DCLA
1034
Douglas C. Lane & Associates
New York
$1.25M +$95.6K +698 +8%
RWA
1035
Ropes Wealth Advisors
Massachusetts
$1.23M -$124K -907 -9%
PFBT
1036
Parkside Financial Bank & Trust
Missouri
$1.23M +$901K +6,575 +231%
WG
1037
Welch Group
Alabama
$1.22M +$73.3K +535 +6%
GWS
1038
Glassman Wealth Services
Virginia
$1.22M +$1.28M +9,340 New
BVDMP
1039
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.21M
PCM
1040
Princeton Capital Management
New Jersey
$1.21M +$113K +827 +10%
VC
1041
Vicus Capital
Pennsylvania
$1.21M +$26.4K +193 +2%
MFWM
1042
Motley Fool Wealth Management
Virginia
$1.2M -$46.7K -341 -4%
OC
1043
Oarsman Capital
Wisconsin
$1.19M -$155K -1,130 -11%
CCA
1044
Checchi Capital Advisers
California
$1.19M +$185K +1,354 +17%
CCT
1045
Country Club Trust
Missouri
$1.19M -$9.86K -72 -0.8%
LIM
1046
Leavell Investment Management
Alabama
$1.19M +$85.6K +625 +7%
CBB
1047
Citizens Business Bank
California
$1.18M +$10.3K +75 +0.8%
FPCG
1048
Fort Pitt Capital Group
Pennsylvania
$1.18M
GF
1049
Gabelli Funds
New York
$1.17M
LBC
1050
Lawrence B. Cohen
$1.17M +$489K +3,570 +66%

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.