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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
LIA
1326
LBMC Investment Advisors
Tennessee
$598K
WTB
1327
Washington Trust Bank
Washington
$596K -$36.8K -274 -6%
SFA
1328
Stewardship Financial Advisors
Georgia
$595K +$605K +4,507 New
LWM
1329
LBA Wealth Management
Florida
$594K
VSWA
1330
Vontobel Swiss Wealth Advisors
Switzerland
$585K +$8.72K +65 +1%
PPCM
1331
Pillar Pacific Capital Management
California
$584K -$44.2K -329 -7%
AT
1332
Acadia Trust
Maine
$584K -$6.71K -50 -1%
SCM
1333
SKBA Capital Management
California
$583K -$4.75M -35,426 -89%
BTNA
1334
Bremer Trust National Association
Minnesota
$583K -$671 -5 -0.1%
EWA
1335
EP Wealth Advisors
California
$582K +$77.2K +575 +15%
MBT
1336
Monroe Bank & Trust
Michigan
$580K +$35.6K +265 +6%
BT
1337
Brandywine Trust
Delaware
$578K
LWAC
1338
Laurel Wealth Advisors (California)
California
$578K +$588K +4,379 New
SCG
1339
Sonata Capital Group
Washington
$576K -$9.8K -73 -2%
FBT
1340
First Bankers Trust
Kentucky
$574K
BIA
1341
Biondo Investment Advisors
Pennsylvania
$568K -$67.1K -500 -10%
HAIM
1342
Hunter Associates Investment Management
Pennsylvania
$568K +$403 +3 +0.1%
WPC
1343
Waters Parkerson & Co
Louisiana
$565K
Kayne Anderson Rudnick Investment Management
1344
Kayne Anderson Rudnick Investment Management
California
$561K
MSR
1345
Main Street Research
Connecticut
$560K -$122K -910 -18%
ABTD
1346
Arvest Bank Trust Division
Oklahoma
$559K +$101K +750 +22%
Westfield Capital Management
1347
Westfield Capital Management
Massachusetts
$556K
CIP
1348
Convergence Investment Partners
Florida
$552K -$268 -2 -0%
WB
1349
Webster Bank
Connecticut
$550K -$11.4K -85 -2%
DT
1350
Diversified Trust
Tennessee
$544K +$51K +380 +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.