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
SCP
176
Seizert Capital Partners
Michigan
$63.7M -$2.55M -18,994 -4%
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$63.2M -$2.01M -15,000 -3%
BO
178
BRR OpCo
Ohio
$61.1M +$1.3M +9,650 +2%
EIG
179
EdgePoint Investment Group
Ontario, Canada
$61M +$62M +461,750 New
SBCM
180
Schwerin Boyle Capital Management
Massachusetts
$59.9M +$178K +1,330 +0.3%
IRF
181
IBM Retirement Fund
New York
$58.7M -$8.46K -63 -0%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$58.4M -$1.52M -11,345 -3%
PC
183
Polar Capital
United Kingdom
$58.2M +$34.5M +256,817 +140%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$56.6M +$4.95M +36,908 +9%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$56.3M +$15.5M +115,778 +37%
GLA
186
Great Lakes Advisors
Illinois
$56.2M -$7.55M -56,248 -12%
EIM
187
ExxonMobil Investment Management
Texas
$55.4M -$1.36M -10,142 -2%
Artisan Partners
188
Artisan Partners
Wisconsin
$55.1M -$43.2K -322 -0.1%
Royal London Asset Management
189
Royal London Asset Management
United Kingdom
$55M +$1.27M +9,436 +2%
M&T Bank
190
M&T Bank
New York
$54.7M +$770K +5,736 +1%
PIA
191
Piedmont Investment Advisors
North Carolina
$54.2M +$488K +3,633 +0.9%
Nordea Investment Management
192
Nordea Investment Management
Sweden
$52.7M +$9.18M +68,432 +21%
TAM
193
Timucuan Asset Management
Florida
$51.9M -$205K -1,526 -0.4%
ACM
194
AKRE Capital Management
Virginia
$51M -$3.35M -24,964 -6%
TBC
195
Tweedy, Browne Co
Connecticut
$50.9M -$135K -1,007 -0.3%
KP
196
Kiltearn Partners
United Kingdom
$50.8M +$2.64M +19,700 +5%
Franklin Resources
197
Franklin Resources
California
$50.6M +$544K +4,053 +1%
WIM
198
Waverton Investment Management
United Kingdom
$50.4M -$880K -6,555 -2%
LC
199
Lourd Capital
California
$50.3M +$149K +1,113 +0.3%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$49.5M +$4.12M +30,708 +9%

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.