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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
WCM
1751
Wealthcare Capital Management
Virginia
$2K
WA
1752
WBH Advisory
Maryland
$561 +$8.72K +65 +2%
Arrowstreet Capital
1753
Arrowstreet Capital
Massachusetts
-$151M -1,154,950 Closed
State of New Jersey Common Pension Fund D
1754
State of New Jersey Common Pension Fund D
New Jersey
-$137M -1,050,000 Closed
CS
1755
Candriam SCA
Luxembourg
-$15.7M -120,316 Closed
WC
1756
Wexford Capital
Florida
-$10.9M -83,325 Closed
RWM
1757
Rezny Wealth Management
Florida
-$8.83M -67,716 Closed
ADEF
1758
Adams Diversified Equity Fund
Maryland
-$8.5M -65,200 Closed
JAM
1759
Jupiter Asset Management
United Kingdom
-$5.83M -44,700 Closed
HCM
1760
Highbridge Capital Management
New York
-$4.84M -37,147 Closed
Two Sigma Advisers
1761
Two Sigma Advisers
New York
-$3.95M -30,292 Closed
MSP
1762
Madison Street Partners
Colorado
-$3.04M -23,314 Closed
SIG
1763
Schooner Investment Group
Pennsylvania
-$2.6M -20,000 Closed
Wealth Enhancement Advisory Services
1764
Wealth Enhancement Advisory Services
Minnesota
-$2.39M -17,865 Closed
EWM
1765
Elite Wealth Management
Washington
-$1.99M -15,245 Closed
MIAN
1766
Mariner Independent Advisor Network
Kansas
-$1.79M -13,713 Closed
IAA
1767
Ironsides Asset Advisors
North Carolina
-$1.52M -11,865 Closed
CBB
1768
Citizens Business Bank
California
-$1.18M -9,078 Closed
MF
1769
Magnetar Financial
Illinois
-$1.13M -8,642 Closed
CSMF
1770
Charles Stewart Mott Foundation
Michigan
-$1.01M -7,773 Closed
Capital Fund Management (CFM)
1771
Capital Fund Management (CFM)
France
-$1.02M -7,600 Closed
CM
1772
Cornerstone Management
Georgia
-$922K -7,069 Closed
TCP
1773
TAMRO Capital Partners
Virginia
-$872K -6,685 Closed
MSU
1774
Maple Securities USA
New Jersey
-$858K -6,579 Closed
SCA
1775
Salient Capital Advisors
Texas
-$724K -5,554 Closed

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.