We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,658 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 753 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $768M

39% more repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 543

7% more funds holding in top 10

Funds holding in top 10: 292311 (+19)

6% more capital invested

Capital invested by funds: $109B → $115B (+$6.03B)

1.39% more ownership

Funds ownership: 65.23%66.62% (+1.4%)

2% less funds holding

Funds holding: 1,6901,658 (-32)

24% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 80

Holders
1,658
Holders Change
-32
Holders Change %
-1.89%
% of All Funds
46.27%
Holding in Top 10
311
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.51%
% of All Funds
8.68%
New
61
Increased
753
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
1551
Legacy Capital Partners
Wisconsin
$214K
TBNY
1552
Trustco Bank (New York)
New York
$213K
ANB
1553
Amarillo National Bank
Texas
$211K +$8.36K +61 +4%
WCM
1554
Weatherstone Capital Management
Colorado
$211K +$16K +117 +8%
OCM
1555
One Capital Management
California
$210K -$39.5K -288 -15%
BII
1556
Bainco International Investors
Massachusetts
$209K -$13.7K -100 -6%
SAMC
1557
Spectrum Asset Management (California)
California
$209K -$3.7K -27 -2%
FPIS
1558
Financial Planning & Information Services
Wisconsin
$209K
1IA
1559
1834 Investment Advisors
Wisconsin
$206K
CPO
1560
Cerity Partners OCIO
New York
$204K +$214K +1,561 New
CHC
1561
City Holding Co
West Virginia
$203K -$20.6K -150 -9%
LOCC
1562
Lombard Odier & Cie (Canada)
Quebec, Canada
$202K
PCA
1563
Private Capital Advisors
Connecticut
$202K
REMPR
1564
Roof Eidam Maycock Peralta (REMP)
California
$202K
BCM
1565
Beck Capital Management
Texas
$201K -$84.9K -620 -29%
HCA
1566
Horan Capital Advisors
Ohio
$200K
HF
1567
Hoxton Financial
West Virginia
$200K
KT
1568
Kanaly Trust
Texas
$199K -$959 -7 -0.5%
PIM
1569
Progressive Investment Management
Oregon
$198K
PO
1570
Private Ocean
California
$194K -$274 -2 -0.1%
CGH
1571
Cleary Gull Holdings
Wisconsin
$190K +$200K +1,460 New
First Eagle Investment Management
1572
First Eagle Investment Management
New York
$189K
BWFA
1573
Baltimore-Washington Financial Advisors
Maryland
$187K
ACS
1574
Archford Capital Strategies
Illinois
$185K
AMI
1575
Amica Mutual Insurance
Rhode Island
$181K

BRK.B Hedge Fund Activity: Q3 2015 in Review

1,658 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2015, worth a combined $115B — up 5.6% from $109B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BRK.B and 61 opened new positions — a net loss of 19 holders — while 543 trimmed existing stakes and 753 added.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Deutsche Bank, cutting an estimated $455M.

  • 1,658 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2015, down from 1,690 in Q2 2015.
  • Funds reported $115B of Berkshire Hathaway Class B stock for Q3 2015, up 5.6% quarter-over-quarter.
  • 61 funds opened new Berkshire Hathaway Class B positions in Q3 2015 and 80 closed out, a net change of -19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2015 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2015 was Deutsche Bank, an estimated $455M sold.

Based on aggregated 13F filings for Q3 2015.