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Berkshire Hathaway Class B
BRK.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: 1,642 → 1,655 (+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: 324 → 307 (-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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$478M
2
Deutsche Bank
Deutsche Bank
Germany
+$289M
3
O
OppenheimerFunds
New York
+$220M
4
Renaissance Technologies
Renaissance Technologies
New York
+$196M
5
Principal Financial Group
Principal Financial Group
Iowa
+$179M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$736M
2
State Street
State Street
Massachusetts
-$661M
3
CS
Credit Suisse
Switzerland
-$147M
4
EA
Euclid Advisors
Connecticut
-$127M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1701
Capital Wealth Planning
Florida
– -$206K -1,370 Closed
BE
1702
Bonness Enterprises
District of Columbia
– -$203K -1,350 Closed
IC
1703
IKOS CIF
Cyprus
– -$199K -1,316 Closed
SFPM
1704
Sensible Financial Planning & Management
Massachusetts
– -$183K -1,222 Closed
TC
1705
TradeLink Capital
Illinois
– -$150K -1,000 Closed
HCC
1706
Hirtle Callaghan & Co
Pennsylvania
– -$136K -905 Closed
EAMA
1707
EFG Asset Management (Americas)
Florida
– -$135K -900 Closed
WAM
1708
Wallington Asset Management
Indiana
– -$111K -742 Closed
PFG
1709
Pacific Financial Group
Washington
– -$97K -646 Closed
MAS
1710
Madden Advisory Services
Florida
– -$80K -536 Closed
NCM
1711
Nelson Capital Management
California
– -$32K -210 Closed
CCMW
1712
Cypress Capital Management (Wyoming)
Wyoming
– -$7.51K -50 Closed
65 66 67 68
69

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.