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

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
CRM
1701
Cramer Rosenthal McGlynn
Connecticut
$66K
PR
1702
Payden & Rygel
California
$65K
MFT
1703
Moisand Fitzgerald Tamayo
Florida
$65K +$66.4K +495 New
MUS
1704
Mitsubishi UFJ Securities
Japan
$63K +$45.6K +340 +243%
SCA
1705
Stuart Chaussee & Associates
California
$63K +$64.4K +480 New
EMA
1706
Efficient Market Advisors
California
$59K -$939 -7 -2%
JSAM
1707
J. Safra Asset Management
New York
$58K +$59K +440 New
TSU
1708
TD Securities (USA)
New York
$56K -$87.2K -650 -61%
AP
1709
Advisors Preferred
Maryland
$51K +$48.3K +360 +1,385%
AA
1710
AlphaMark Advisors
Kentucky
$40K
TRCT
1711
Tower Research Capital (TRC)
New York
$40K +$40.3K +300 New
AW
1712
Alpha Windward
Massachusetts
$37K +$805 +6 +2%
PIM
1713
Parasol Investment Management
Illinois
$34K -$13.4K -100 -28%
CFS
1714
Commonwealth Financial Services
West Virginia
$33K
KM
1715
Kalos Management
Georgia
$33K
NHFG
1716
New Harbor Financial Group
Massachusetts
$33K
UFA
1717
US Financial Advisors
Massachusetts
$33K +$33.6K +250 New
GBT
1718
Grove Bank & Trust
Florida
$31K +$31.3K +233 New
AI
1719
ArchPoint Investors
Florida
$30K +$30.2K +225 New
CAM
1720
Cacti Asset Management
Georgia
$26K
CIM
1721
Contravisory Investment Management
Massachusetts
$26K
GGHC
1722
Gilder Gagnon Howe & Co
New York
$26K
SAM
1723
Shamrock Asset Management
Texas
$26K
N
1724
Nuveen
North Carolina
$23.5K +$4.84M +36,071 +25%
GXMC
1725
Global X Management Company
New York
$23K -$4.29K -32 -15%

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.