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
GC
151
Giverny Capital
Quebec, Canada
$76.7M +$9.08M +66,300 +13%
DC
152
Davenport & Co
Virginia
$75.4M -$39.9K -291 -0.1%
ProShare Advisors
153
ProShare Advisors
Maryland
$74.2M +$7.76M +56,654 +11%
USAA
154
United Services Automobile Association
Texas
$73.8M +$3.64M +26,547 +5%
ASRS
155
Arizona State Retirement System
Arizona
$73.4M +$77.1M +562,829 New
HFS
156
HL Financial Services
Kentucky
$73.4M +$1.35M +9,834 +2%
DWA
157
Douglass Winthrop Advisors
New York
$73.2M +$5.73M +41,805 +8%
HighTower Advisors
158
HighTower Advisors
Illinois
$71.9M +$75.5M +550,885 New
GEM
159
Global Endowment Management
North Carolina
$71.1M +$41.3M +301,500 +124%
ACI
160
AMP Capital Investors
Australia
$70.6M +$2.81M +20,534 +4%
Comerica Bank
161
Comerica Bank
Texas
$69.1M -$72.3M -527,615 -50%
National Pension Service
162
National Pension Service
South Korea
$68.3M +$11.1M +80,941 +18%
FQ
163
First Quadrant
California
$67.6M
VRS
164
Virginia Retirement Systems
Virginia
$67.4M +$64.9K +474 +0.1%
LPL Financial
165
LPL Financial
California
$67.1M -$1.03M -7,546 -1%
Renaissance Technologies
166
Renaissance Technologies
New York
$66.1M -$69.1M -504,700 -50%
SCP
167
Seizert Capital Partners
Michigan
$65.4M -$4.71M -34,351 -6%
WG
168
Winton Group
United Kingdom
$65.4M -$29.1M -212,290 -30%
SOMRS
169
State of Michigan Retirement System
Michigan
$65.2M -$79.9M -583,400 -54%
GC
170
Guggenheim Capital
Illinois
$64.4M -$9.51M -69,387 -12%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$64.3M -$18.4M -134,200 -21%
KeyBank National Association
172
KeyBank National Association
Ohio
$64.3M +$2.63M +19,171 +4%
SWITC
173
Stewart West Indies Trading Company
Colorado
$63.2M
GLA
174
Great Lakes Advisors
Illinois
$63M -$215K -1,571 -0.3%
AG
175
Aperio Group
California
$62.7M +$5.71M +41,686 +9%

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.