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

Berkshire Hathaway Class 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: 1,6421,655 (+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: 324307 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CC
201
Cannell & Co
New York
$48.3M -$1.12M -7,642 -2%
GIBU
202
Gulf International Bank (UK)
United Kingdom
$47.9M +$1.48M +10,055 +3%
JMPWA
203
JP Morgan Private Wealth Advisors
California
$47.8M +$1.4M +9,486 +3%
MAMU
204
Marathon Asset Management (UK)
United Kingdom
$47.3M -$683K -4,639 -1%
URS
205
Utah Retirement Systems
Utah
$47.2M +$1.59M +10,800 +3%
Nordea Investment Management
206
Nordea Investment Management
Sweden
$46.3M -$3.29M -22,392 -7%
SAA
207
Southeast Asset Advisors
Georgia
$46.1M +$947K +6,439 +2%
WCM
208
Wallace Capital Management
Texas
$45.9M +$1.17M +7,962 +3%
B
209
BP
United Kingdom
$45.9M -$5.15M -35,000 -10%
HighTower Advisors
210
HighTower Advisors
Illinois
$45.8M +$10.8M +73,130 +30%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$45.7M +$298K +2,022 +0.6%
PMG
212
Private Management Group
California
$45.1M -$3.98M -27,021 -8%
PI
213
Putnam Investments
Massachusetts
$44.3M -$1.68M -11,448 -4%
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$44.1M +$971K +6,600 +2%
ERSOT
215
Employees Retirement System of Texas
Texas
$43.1M -$3.24M -22,000 -7%
ACM
216
AKRE Capital Management
Virginia
$42.9M -$859K -5,835 -2%
HK
217
Horizon Kinetics
New York
$42.8M -$11M -74,777 -20%
BC
218
Bartlett & Co
Ohio
$42.7M +$63.1K +429 +0.1%
ECA
219
Endeavour Capital Advisors
Connecticut
$42.7M +$17.4M +118,397 +67%
AL
220
AJO LP
Pennsylvania
$42.6M -$75.7M -514,750 -64%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$42.6M +$1.18M +8,040 +3%
WG
222
Winton Group
United Kingdom
$42M +$41.8M +283,778 +3,906%
Envestnet Asset Management
223
Envestnet Asset Management
Illinois
$42M +$41M +278,464 +2,265%
Asset Management One
224
Asset Management One
Japan
$41.2M +$194K +1,316 +0.5%
OTPPB
225
Ontario Teachers' Pension Plan Board
Ontario, Canada
$41.2M +$773K +5,255 +2%

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.