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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
IF
1576
Ironwood Financial
Arizona
$152K -$736 -5 -0.5%
FMP
1577
Financial Management Professionals
Texas
$152K
Loomis, Sayles & Company
1578
Loomis, Sayles & Company
Massachusetts
$145K
BKA
1579
Brick & Kyle Associates
Pennsylvania
$142K +$26.6K +181 +23%
CHP
1580
Cable Hill Partners
Oregon
$141K
CFSG
1581
Community Financial Services Group
Vermont
$141K
MFBTD
1582
MB Financial Bank - Trust Department
Illinois
$137K -$46.5K -316 -25%
CFN
1583
Cordasco Financial Network
Florida
$134K
TRCT
1584
Tower Research Capital (TRC)
New York
$129K +$28.7K +195 +28%
AWS
1585
Aris Wealth Services
Pennsylvania
$126K +$128K +871 New
PIA
1586
Peachtree Investment Advisors
Georgia
$125K +$17.1K +116 +15%
SJIM
1587
St. Johns Investment Management
Florida
$119K
HRIA
1588
Haberer Registered Investment Advisor
Ohio
$116K -$14K -95 -11%
BOK
1589
Bank of Kentucky
Kentucky
$115K
VCM
1590
Vigilant Capital Management
Maine
$114K +$3.68K +25 +3%
GI
1591
Gradient Investments
Minnesota
$104K +$33K +224 +45%
WOC
1592
West Oak Capital
California
$104K -$39.1K -266 -27%
BBPWM
1593
Blue Bell Private Wealth Management
Pennsylvania
$101K
CWM
1594
Cranbrook Wealth Management
Michigan
$101K
RBC
1595
Roble Belko & Company
Pennsylvania
$94K +$95.6K +650 New
CB
1596
Community Bank
New York
$93K -$14.7K -100 -13%
TDC
1597
Thompson Davis & Co
Virginia
$90K -$2.94K -20 -3%
FCT
1598
Family Capital Trust
Massachusetts
$87K -$66.2K -450 -43%
CFG
1599
CKW Financial Group
Hawaii
$81K
LWM
1600
LBA Wealth Management
Florida
$79K +$36.8K +250 +83%

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.