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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
Two Sigma Advisers
1676
Two Sigma Advisers
New York
-$1.2M -8,014 Closed
DS
1677
Dalal Street
Texas
-$1.05M -7,025 Closed
MFWM
1678
Motley Fool Wealth Management
Virginia
-$864K -5,751 Closed
QT
1679
Quantbot Technologies
New York
-$755K -5,030 Closed
PAM
1680
Princeton Alpha Management
New Jersey
-$692K -4,610 Closed
GCP
1681
GSA Capital Partners
United Kingdom
-$683K -4,548 Closed
RT
1682
Reliance Trust
Georgia
-$504K -3,355 Closed
Tudor Investment Corp
1683
Tudor Investment Corp
Connecticut
-$495K -3,298 Closed
HCM
1684
Highbridge Capital Management
New York
-$456K -3,037 Closed
GHA
1685
GW Henssler & Associates
Georgia
-$435K -2,898 Closed
FC
1686
Financial Consulate
Maryland
-$399K -2,659 Closed
GAG
1687
GM Advisory Group
New York
-$371K -2,469 Closed
QAM
1688
Quantres Asset Management
Cayman Islands
-$360K -2,400 Closed
DIA
1689
Dana Investment Advisors
Wisconsin
-$352K -2,342 Closed
VFA
1690
Virtus Fund Advisers
Connecticut
-$316K -2,106 Closed
LFA
1691
Landmark Financial Advisors
Kentucky
-$274K -1,800 Closed
NIC
1692
Northwest Investment Counselors
Oregon
-$261K -1,738 Closed
CR
1693
Cooperatieve Rabobank
Netherlands
-$252K -1,679 Closed
FWCM
1694
First Western Capital Management
California
-$235K -1,568 Closed
PPSG
1695
Princeton Portfolio Strategies Group
New Jersey
-$233K -1,550 Closed
RDM
1696
Retirement Design & Management
Connecticut
-$225K -1,500 Closed
JGUA
1697
John G. Ullman & Associates
New York
-$218K -1,450 Closed
CAM
1698
Concorde Asset Management
Michigan
-$217K -1,448 Closed
LD
1699
Lipe & Dalton
New York
-$215K -1,430 Closed
AIA
1700
Arbor Investment Advisors
North Carolina
-$206K -1,370 Closed

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.