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
PMG
201
Private Management Group
California
$44.9M +$592K +4,319 +1%
DekaBank Deutsche Girozentrale
202
DekaBank Deutsche Girozentrale
Germany
$44.4M +$6.4M +46,714 +16%
GIBU
203
Gulf International Bank (UK)
United Kingdom
$44.3M +$743K +5,420 +2%
CC
204
Cannell & Co
New York
$44.2M +$839K +6,123 +2%
VDBMI
205
Van Den Berg Management I
Texas
$44M -$4.14M -30,232 -8%
URS
206
Utah Retirement Systems
Utah
$43.4M +$247K +1,800 +0.5%
DI
207
Dalton Investments
Nevada
$43.2M -$1.76M -12,855 -4%
Nordea Investment Management
208
Nordea Investment Management
Sweden
$43.1M +$1.35M +9,868 +3%
WCM
209
Wallace Capital Management
Texas
$42.9M +$959K +7,000 +2%
JMPWA
210
JP Morgan Private Wealth Advisors
California
$42.7M -$5.67M -41,382 -11%
MIH
211
Madison Investment Holdings
Wisconsin
$42M +$4.52M +32,969 +11%
MAMU
212
Marathon Asset Management (UK)
United Kingdom
$42M +$311K +2,271 +0.7%
SAA
213
Southeast Asset Advisors
Georgia
$41.6M +$1.27M +9,265 +3%
BC
214
Bartlett & Co
Ohio
$41M +$1.26M +9,190 +3%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$40.5M +$25.5M +185,840 +149%
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$40.4M -$168M -1,228,505 -80%
Wellington Management Group
217
Wellington Management Group
Massachusetts
$39.2M +$22M +160,711 +115%
ERSOT
218
Employees Retirement System of Texas
Texas
$38.9M
HHAA
219
Henry H. Armstrong Associates
Pennsylvania
$38.8M +$3.27M +23,886 +9%
SL
220
Summitry LLC
California
$37.9M +$2.1M +15,330 +6%
SDIC
221
South Dakota Investment Council
South Dakota
$37.9M
VanEck Associates
222
VanEck Associates
New York
$37.7M -$2.45M -17,856 -6%
Asset Management One
223
Asset Management One
Japan
$37.1M +$998K +7,284 +3%
TCT
224
TIAA CREF Trust
Missouri
$36.9M +$4.52M +32,957 +13%
PP
225
Prospector Partners
Connecticut
$36.5M -$4.1M -29,900 -10%

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.