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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
MFWM
1076
Motley Fool Wealth Management
Virginia
$1.27M +$49.4K +368 +4%
Walleye Trading
1077
Walleye Trading
New York
$1.27M +$1.29M +9,587 New
NDSI
1078
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M -$20.1K -150 -2%
SCM
1079
Stonebridge Capital Management
California
$1.25M -$16.8K -125 -1%
HTC
1080
Haverford Trust Company
Pennsylvania
$1.25M +$150K +1,120 +13%
GWS
1081
Glassman Wealth Services
Virginia
$1.23M
PCM
1082
Princeton Capital Management
New Jersey
$1.23M +$12.1K +90 +1%
WG
1083
Welch Group
Alabama
$1.23M -$7.92K -59 -0.6%
BVDMP
1084
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.23M
LIM
1085
Leavell Investment Management
Alabama
$1.22M +$23.5K +175 +2%
IWMPD
1086
Integrated Wealth Management (Palm Desert)
California
$1.22M -$77.7K -579 -6%
CCM
1087
Canal Capital Management
Virginia
$1.21M +$33.3K +248 +3%
CCT
1088
Country Club Trust
Missouri
$1.2M
FPCG
1089
Fort Pitt Capital Group
Pennsylvania
$1.2M
HRC
1090
Hoertkorn Richard Charles
$1.19M -$80.5K -600 -6%
GF
1091
Gabelli Funds
New York
$1.19M
FNB
1092
First Niagara Bank
New York
$1.19M +$939 +7 +0.1%
OC
1093
Oarsman Capital
Wisconsin
$1.18M -$30.2K -225 -2%
FTC
1094
Farmers Trust Company
Ohio
$1.18M +$36.8K +274 +3%
GLI
1095
Guardian Life Insurance
New York
$1.17M -$277K -2,064 -19%
TFA
1096
Transamerica Financial Advisors
Florida
$1.15M +$382K +2,848 +49%
PCP
1097
Proficio Capital Partners
Massachusetts
$1.15M +$1.17M +8,690 New
HWA
1098
Heritage Wealth Advisors
Virginia
$1.14M -$27.2K -203 -2%
MWM
1099
Mission Wealth Management
California
$1.14M +$391K +2,915 +51%
PV
1100
Private Vista
Illinois
$1.14M +$1.23M +9,169 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.