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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
MSU
1151
Maple Securities USA
New Jersey
$858K -$22.9K -167 -2%
CCM
1152
Catawba Capital Management
Virginia
$858K
IT
1153
Independence Trust
Tennessee
$857K +$337K +2,458 +60%
EGA
1154
E&G Advisors
Texas
$855K
IIA
1155
IPG Investment Advisors
California
$854K +$221K +1,615 +33%
HA
1156
Harfst & Associates
Wyoming
$853K -$16.3K -119 -2%
AB
1157
AT Bancorp
Iowa
$853K
CPA
1158
Capital Planning Advisors
California
$851K -$26.3K -192 -3%
AB
1159
Atlas Brown
Kentucky
$849K
ATC
1160
Argent Trust Co
Tennessee
$845K +$12.1K +88 +1%
EWM
1161
Endurance Wealth Management
Rhode Island
$837K +$189K +1,378 +28%
CCM
1162
Cadence Capital Management
Massachusetts
$834K +$876K +6,392 New
BUB
1163
BBVA USA Bancshares
Texas
$832K -$3.53M -25,776 -80%
EFSCE
1164
Enterprise Financial Services Corp (EFSC)
Missouri
$831K +$150K +1,092 +21%
ATC
1165
Adirondack Trust Company
New York
$830K +$21.9K +160 +3%
KCM
1166
Kornitzer Capital Management
Kansas
$828K +$185K +1,350 +27%
PCM
1167
Palisade Capital Management
New Jersey
$821K -$2.65M -19,321 -75%
EWM
1168
Evermay Wealth Management
Virginia
$820K +$86.2K +629 +11%
PM
1169
Penbrook Management
New York
$815K
ANTB
1170
AMG National Trust Bank
Colorado
$814K -$85.1K -621 -9%
GCP
1171
GSA Capital Partners
United Kingdom
$811K -$612K -4,467 -42%
BONST
1172
Bank of Nova Scotia Trust
Ontario, Canada
$806K -$685 -5 -0.1%
IP
1173
Investment Partners
Ohio
$800K +$34.3K +250 +4%
Nomura Holdings
1174
Nomura Holdings
Japan
$794K -$43.4M -316,806 -98%
FFC
1175
First Financial Corp
Indiana
$784K +$173K +1,260 +27%

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.