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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
TG
1526
TLP Group
Illinois
$310K +$315K +2,347 New
CIC
1527
Cornercap Investment Counsel
Georgia
$307K +$22K +164 +8%
DW
1528
Domani Wealth
Pennsylvania
$306K +$30.9K +230 +11%
AEPG
1529
American Economic Planning Group
New Jersey
$305K
CHJWM
1530
Carlton Hofferkamp & Jenks Wealth Management
Texas
$303K
NIA
1531
Northstar Investment Advisors
Colorado
$302K -$13.4K -100 -4%
CMO
1532
Covenant Multifamily Offices
Texas
$301K +$306K +2,283 New
Manulife (Manufacturers Life Insurance)
1533
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$300K +$7.44M +55,409 +3%
BHBT
1534
Burke & Herbert Bank & Trust
Virginia
$298K -$17.3K -129 -5%
AF
1535
Affiance Financial
Minnesota
$298K
CCC
1536
Chelsea Counsel Company
California
$297K
ST
1537
Sabal Trust
Florida
$296K +$12.5K +93 +4%
NA
1538
Nottingham Advisors
New York
$291K +$35.2K +262 +13%
MMA
1539
Miracle Mile Advisors
California
$290K -$4.56K -34 -2%
MAM
1540
Marquette Asset Management
Minnesota
$290K
RWA
1541
River Wealth Advisors
Pennsylvania
$289K -$29K -216 -9%
HCA
1542
Harbour Capital Advisors
Virginia
$288K
GKWIM
1543
Gerber Kawasaki Wealth & Investment Management
California
$287K +$292K +2,176 New
MBT
1544
Montecito Bank & Trust
California
$285K -$50.3K -375 -15%
BMM
1545
Buffington Mohr McNeal
Idaho
$285K +$20.8K +155 +8%
NYLT
1546
New York Life Trust
New York
$284K -$51K -380 -15%
MMG
1547
Monetary Management Group
Missouri
$284K -$20.1K -150 -7%
CTB
1548
Country Trust Bank
Illinois
$284K -$19.1K -142 -6%
MGAM
1549
McGowan Group Asset Management
Texas
$283K -$51K -380 -15%
PFA
1550
Pure Financial Advisors
California
$282K -$106K -790 -27%

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.