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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
LJAC
1151
L.J. Altfest & Co
New York
$987K -$36.4K -271 -3%
UAS
1152
United Asset Strategies
New York
$983K -$86.8K -647 -8%
CL
1153
CSS LLC
Illinois
$968K -$1.66M -12,333 -63%
ACM
1154
Argentus Capital Management
Texas
$967K -$1.02M -7,587 -51%
AC
1155
Alley Company
Illinois
$964K +$26.8K +200 +3%
FSA
1156
Financial Sense Advisors
California
$962K -$85.6K -638 -8%
IIC
1157
Integrated Investment Consultants
Michigan
$959K +$1.01M +7,547 New
JFA
1158
JNBA Financial Advisors
Minnesota
$956K +$67.1K +500 +7%
CCA
1159
Cobblestone Capital Advisors
New York
$952K -$42.8K -319 -4%
WC
1160
Woodstock Corp
Massachusetts
$948K +$65.4K +487 +7%
BA
1161
Boston Advisors
Massachusetts
$946K -$17.2M -127,858 -95%
FIMG
1162
Financial & Investment Management Group
Michigan
$946K
FWM
1163
Focused Wealth Management
New York
$944K -$134 -1 -0%
DAS
1164
Dynamic Advisor Solutions
Arizona
$940K -$56.2K -419 -6%
CCG
1165
Cypress Capital Group
Florida
$936K -$3.76K -28 -0.4%
PHIMC
1166
Private Harbour Investment Management & Counsel
Ohio
$933K -$23.5K -175 -2%
HCMNY
1167
Howard Capital Management (New York)
New York
$929K -$166K -1,240 -15%
NIMI
1168
Natixis Investment Managers International
France
$929K
MBA
1169
McQueen Ball & Associates
Pennsylvania
$927K +$942K +7,020 New
GI
1170
Glovista Investments
New Jersey
$926K +$13.4K +100 +1%
Jacobs Levy Equity Management
1171
Jacobs Levy Equity Management
New Jersey
$918K -$113K -840 -11%
ERIM
1172
Eagle Ridge Investment Management
Connecticut
$917K +$26.8K +200 +3%
BAM
1173
Brave Asset Management
New Jersey
$909K
IC
1174
Inverness Counsel
New York
$907K -$26.8K -200 -3%
KCM
1175
Kornitzer Capital Management
Kansas
$907K +$70.5K +525 +8%

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.