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Berkshire Hathaway Class B

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

48% more call options, than puts

Call options by funds: $955M | Put options by funds: $645M

2% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 619

1% more funds holding

Funds holding: 1,6421,655 (+13)

0.81% less ownership

Funds ownership: 66.06%65.24% (-0.81%)

4% less capital invested

Capital invested by funds: $120B → $115B (-$5.05B)

5% less funds holding in top 10

Funds holding in top 10: 324307 (-17)

Holders
1,655
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
44.11%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.18%
New
91
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
101
Eaton Vance Management
Massachusetts
$185M +$371K +2,521 +0.2%
Capital World Investors
102
Capital World Investors
California
$184M +$178M +1,212,242 +2,020%
GAM
103
GVO Asset Management
Switzerland
$180M -$4.96M -33,700 -3%
Citadel Advisors
104
Citadel Advisors
Florida
$173M +$162M +1,101,603 +1,175%
Barclays
105
Barclays
United Kingdom
$159M -$71.6M -486,951 -31%
SOMRS
106
State of Michigan Retirement System
Michigan
$156M +$73.8M +501,600 +87%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$153M +$11.7M +79,612 +8%
PAM
108
Panagora Asset Management
Massachusetts
$151M -$607K -4,123 -0.4%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$149M -$3.64M -24,718 -2%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$148M -$1.94M -13,214 -1%
Axa
111
Axa
France
$146M -$2.73M -18,570 -2%
KFC
112
Klingenstein Fields & Co
New York
$141M -$69.9K -475 -0%
HIMCH
113
Hartford Investment Management Co (HIMCO)
Connecticut
$140M +$69.3M +471,042 +94%
AT
114
AMF Tjänstepension
Sweden
$137M -$12.6M -85,451 -8%
Baillie Gifford & Co
115
Baillie Gifford & Co
United Kingdom
$136M -$38.9M -264,222 -22%
Robeco Institutional Asset Management
116
Robeco Institutional Asset Management
Netherlands
$133M -$17.4M -118,015 -11%
NFA
117
Nationwide Fund Advisors
Ohio
$126M +$7.43M +50,521 +6%
US Bancorp
118
US Bancorp
Minnesota
$124M +$1.68M +11,389 +1%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$124M +$4.88M +33,187 +4%
FPP
120
Findlay Park Partners
United Kingdom
$123M +$41.6M +282,654 +49%
RJA
121
Raymond James & Associates
Florida
$122M +$8.5M +57,776 +7%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$121M +$1.57M +10,684 +1%
EHC
123
Everett Harris & Co
California
$121M +$563K +3,827 +0.5%
AIG
124
American International Group
New York
$120M +$19.3M +131,438 +19%
PI
125
PGGM Investments
Netherlands
$120M -$8.24M -55,992 -6%

BRK.B Hedge Fund Activity: Q1 2015 in Review

1,655 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2015, worth a combined $115B — down 4.2% from $120B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BRK.B positions and 57 closed out — a net gain of 34 holders — while 632 added to existing stakes and 619 trimmed.

The largest buyer was Vanguard Group, adding an estimated $478M. The largest seller was Gates Foundation Trust, cutting an estimated $736M.

  • 1,655 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2015, up from 1,642 in Q4 2014.
  • Funds reported $115B of Berkshire Hathaway Class B stock for Q1 2015, down 4.2% quarter-over-quarter.
  • 91 funds opened new Berkshire Hathaway Class B positions in Q1 2015 and 57 closed out, a net change of +34 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2015 was Vanguard Group, an estimated $478M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2015 was Gates Foundation Trust, an estimated $736M sold.

Based on aggregated 13F filings for Q1 2015.