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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
TD Asset Management
101
TD Asset Management
Ontario, Canada
$145M +$13.4M +99,571 +10%
AVC
102
Arlington Value Capital
Utah
$140M +$24.8M +184,807 +21%
LCOV
103
London Company of Virginia
Virginia
$137M +$25.6M +190,406 +22%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$134M -$4.94M -36,779 -3%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$134M -$2.37M -17,686 -2%
Axa
106
Axa
France
$130M -$12.6M -93,831 -9%
PP
107
Prudential plc
United Kingdom
$129M -$725K -5,400 -0.5%
LPL Financial
108
LPL Financial
California
$129M +$63.5M +472,856 +93%
KFC
109
Klingenstein Fields & Co
New York
$127M -$1.76M -13,079 -1%
Allianz Asset Management
110
Allianz Asset Management
Germany
$126M -$113M -838,519 -47%
Citigroup
111
Citigroup
New York
$123M +$75.2M +560,185 +152%
AAM
112
Aberdeen Asset Management
United Kingdom
$119M +$11.6M +86,520 +11%
MVIP
113
Mar Vista Investment Partners
California
$119M +$12.6M +94,133 +12%
SIM
114
Sprucegrove Investment Management
Ontario, Canada
$119M -$31M -230,720 -20%
Bessemer Group
115
Bessemer Group
New Jersey
$119M +$28M +208,279 +30%
US Bancorp
116
US Bancorp
Minnesota
$118M -$406K -3,023 -0.3%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$115M +$1.82M +13,595 +2%
American Century Companies
118
American Century Companies
Missouri
$114M +$10.8M +80,620 +10%
EHC
119
Everett Harris & Co
California
$112M -$142K -1,061 -0.1%
AIG
120
American International Group
New York
$112M +$1.89M +14,052 +2%
Barclays
121
Barclays
United Kingdom
$109M +$30M +223,508 +37%
SCM
122
Smead Capital Management
Arizona
$108M +$33.9M +252,898 +34%
Baillie Gifford & Co
123
Baillie Gifford & Co
United Kingdom
$106M -$2.91M -21,693 -3%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$106M +$1.23M +9,132 +1%
AT
125
AMF Tjänstepension
Sweden
$105M -$5.52M -41,100 -5%

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.