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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
OSNBOA
1476
Old Second National Bank of Aurora
Illinois
$368K
PPSG
1477
Princeton Portfolio Strategies Group
New Jersey
$362K +$39.3K +293 +12%
CP
1478
Cumberland Partners
Ontario, Canada
$361K
FM
1479
Foster & Motley
Ohio
$360K -$42.3K -315 -10%
SRCM
1480
Swift Run Capital Management
Virginia
$359K
LP
1481
LGL Partners
Pennsylvania
$359K +$365K +2,722 New
CBN
1482
Cadence Bank NA
Texas
$358K -$247K -1,839 -40%
CAM
1483
Concorde Asset Management
Michigan
$357K -$939 -7 -0.3%
VWM
1484
Valley Wealth Managers
New Jersey
$357K +$2.95K +22 +0.8%
WA
1485
Waverly Advisors
Alabama
$357K +$22.9K +171 +7%
SGA
1486
Strategic Global Advisors
California
$356K +$61.7K +460 +21%
PAG
1487
Pinnacle Advisory Group
Maryland
$355K -$26.8K -200 -7%
KF
1488
Krilogy Financial
Missouri
$354K +$319K +2,380 +793%
GIP
1489
Greatmark Investment Partners
Georgia
$353K +$59.9K +446 +20%
FC
1490
Financial Consulate
Maryland
$352K +$1.34K +10 +0.4%
CA
1491
Cortland Associates
Missouri
$351K
WMC
1492
Westwood Management Corporation
Illinois
$350K
LRIC
1493
Long Road Investment Counsel
Michigan
$343K
CIS
1494
Connors Investor Services
Pennsylvania
$343K +$349K +2,600 New
FNBOH
1495
First National Bank of Hutchinson
Kansas
$342K
VA
1496
Valmark Advisers
Ohio
$341K -$12.2K -91 -3%
PVH
1497
Psagot Value Holdings
Israel
$341K +$2.42K +18 +0.7%
KA
1498
KLCM Advisors
Wisconsin
$339K
TC
1499
Trust Company
Kansas
$337K +$92.6K +690 +37%
GA
1500
Geller Advisors
New York
$336K +$341K +2,542 New

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.