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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
FAM
1126
Formidable Asset Management
Ohio
$1.06M
AI
1127
Accredited Investors
Minnesota
$1.05M +$5.64K +42 +0.5%
GF
1128
Gerstein Fisher
New York
$1.05M -$128K -951 -11%
FMBTD
1129
First Midwest Bank Trust Division
Illinois
$1.04M -$76.6K -571 -7%
CBU
1130
CIBC Bank USA
Illinois
$1.04M +$37.7K +281 +4%
BHC
1131
Bowen Hanes & Co
Florida
$1.04M
VIA
1132
Vantage Investment Advisors
Pennsylvania
$1.03M +$79.4K +592 +8%
UONDDL
1133
University of Notre Dame du Lac
Indiana
$1.03M +$1.05M +7,814 New
FFSOTS
1134
Fiduciary Financial Services of The Southwest
Texas
$1.02M -$154K -1,148 -13%
CCM
1135
Chilton Capital Management
Texas
$1.02M -$30.2K -225 -3%
BFG
1136
Bouchey Financial Group
New York
$1.02M -$15.8K -118 -2%
NAM
1137
NTV Asset Management
West Virginia
$1.01M -$454K -3,385 -31%
TCM
1138
Traynor Capital Management
Pennsylvania
$1.01M +$371K +2,767 +56%
NPT
1139
Nixon Peabody Trust
Massachusetts
$1.01M +$1.03M +7,639 New
NAM
1140
Needelman Asset Management
California
$1.01M -$7.38K -55 -0.7%
LA
1141
LVW Advisors
New York
$1M +$12.9K +96 +1%
LPT
1142
Legacy Private Trust
Wisconsin
$1M +$44.7K +333 +5%
AA
1143
Apriem Advisors
California
$1M +$10.3K +77 +1%
CWM
1144
Concert Wealth Management
California
$996K -$25.2K -188 -2%
CNBT
1145
Canandaigua National Bank & Trust
New York
$995K
KPCM
1146
Kings Point Capital Management
New York
$994K -$54.2K -404 -5%
MWP
1147
MYCIO Wealth Partners
Pennsylvania
$991K +$1.34K +10 +0.1%
SC
1148
Stralem & Co
New York
$990K
QT
1149
Quantbot Technologies
New York
$989K +$1.01M +7,493 New
BAM
1150
Bruderman Asset Management
New York
$988K +$93.3K +695 +10%

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.