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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
ACM
1026
Azimuth Capital Management
Michigan
$1.46M -$70.5K -525 -5%
MFIMFI
1027
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.46M +$1.49M +11,066 New
IAM
1028
Integre Asset Management
New York
$1.45M
BM
1029
Bislett Management
California
$1.45M
RL
1030
Ruffer LLP
United Kingdom
$1.45M -$221K -1,650 -13%
RFS
1031
Rockefeller Financial Services
New York
$1.44M +$3.22K +24 +0.2%
TIA
1032
Tiemann Investment Advisors
California
$1.44M +$43.6K +325 +3%
SWM
1033
Segment Wealth Management
Texas
$1.44M +$114K +850 +8%
FP
1034
FDO Partners
Massachusetts
$1.44M +$1.46M +10,866 New
DHFB
1035
Dixon Hubard Feinour & Brown
Virginia
$1.43M
CT
1036
Cambridge Trust
Massachusetts
$1.42M +$63.1K +470 +5%
AP
1037
Appleton Partners
Massachusetts
$1.42M +$311K +2,319 +27%
QI
1038
Quotient Investors
New York
$1.42M
VC
1039
Vicus Capital
Pennsylvania
$1.42M +$204K +1,522 +16%
MC
1040
Moors & Cabot
Massachusetts
$1.41M -$38.4K -286 -3%
KFS
1041
Kurt F. Somerville
$1.41M +$242K +1,800 +20%
GW
1042
GW & Wade
Massachusetts
$1.41M -$10.1K -75 -0.7%
SM
1043
Sciencast Management
New Jersey
$1.41M +$1.43M +10,649 New
PSC
1044
Prentiss Smith & Co
Vermont
$1.4M +$87.6K +653 +7%
NFG
1045
Noven Financial Group
Colorado
$1.38M +$51.8K +386 +4%
FTI
1046
Fiduciary Trust International
Massachusetts
$1.38M +$399K +2,970 +40%
CIC
1047
Carnegie Investment Counsel
Ohio
$1.37M +$334K +2,488 +30%
DCLA
1048
Douglas C. Lane & Associates
New York
$1.37M +$110K +818 +9%
SCA
1049
Sippican Capital Advisors
Massachusetts
$1.36M -$4.16K -31 -0.3%
CG
1050
Clinton Group
New York
$1.36M +$1.38M +10,295 New

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.