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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
ZAM
1476
Zevin Asset Management
Massachusetts
$283K
MAA
1477
Matrix Asset Advisors
New York
$283K +$6.62K +45 +2%
VNA
1478
VNBTrust National Association
Virginia
$282K -$338K -2,295 -54%
FPCP
1479
Fort Point Capital Partners
California
$282K +$77.2K +525 +37%
IWC
1480
Integrated Wealth Counsel
California
$280K
NA
1481
Nottingham Advisors
New York
$278K
HCM
1482
Hutchinson Capital Management
California
$277K -$7.36K -50 -3%
MWM
1483
Modera Wealth Management
New Jersey
$277K +$294 +2 +0.1%
OPTFSNA
1484
Old Point Trust & Financial Services N A
Virginia
$275K +$80.9K +550 +41%
PFA
1485
Pure Financial Advisors
California
$271K +$19.1K +130 +7%
EWMCB
1486
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$270K +$1.18K +8 +0.4%
AEPG
1487
American Economic Planning Group
New Jersey
$267K +$11.6K +79 +4%
SMC
1488
Smith, Moore & Co
Missouri
$265K
BCP
1489
Blue Chip Partners
Michigan
$264K -$140K -950 -34%
BFEC
1490
Benjamin F. Edwards & Company
Missouri
$264K +$7.95K +54 +3%
WA
1491
WealthTrust-Arizona
Arizona
$263K
HP
1492
HT Partners
Connecticut
$262K -$95K -646 -26%
CHJWM
1493
Carlton Hofferkamp & Jenks Wealth Management
Texas
$262K
RCM
1494
RNC Capital Management
California
$260K -$43.4K -295 -14%
DAC
1495
Dividend Assets Capital
South Carolina
$260K
PCMC
1496
Paragon Capital Management (Colorado)
Colorado
$259K
RP
1497
Riverbridge Partners
Minnesota
$259K
DPI
1498
Diversified Portfolios Inc
Michigan
$256K +$29.4K +200 +13%
RPG
1499
Risk Paradigm Group
Texas
$256K +$261K +1,773 New
LCM
1500
Leisure Capital Management
California
$253K

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.