Berkshire Hathaway Class B
BRK.B
1,690 hedge funds and large institutions have $109B invested in Berkshire Hathaway Class B in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 668 increasing their positions, 603 reducing their positions, and 56 closing their positions.
88% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 56
52% more call options, than puts
Call options by funds: $1.16B | Put options by funds: $765M
11% more repeat investments, than reductions
Existing positions increased: 668 | Existing positions reduced: 603
2% more funds holding
Funds holding: 1,657 → 1,690 (+33)
0.02% less ownership
Funds ownership: 65.25% → 65.23% (-0.02%)
6% less capital invested
Capital invested by funds: $116B → $109B (-$6.61B)
6% less funds holding in top 10
Funds holding in top 10: 309 → 291 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$300M |
| 2 |
VAM
Vontobel Asset Management
New York
|
+$176M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$173M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$169M |
| 5 |
D.E. Shaw & Co
New York
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$713M |
| 2 |
State Street
Boston,
Massachusetts
|
-$274M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$206M |
| 5 |
Bank of New York Mellon
New York
|
-$181M |
BRK.B Hedge Fund Activity: Q2 2015 in Review
1,690 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2015, worth a combined $109B — down 5.7% from $116B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new BRK.B positions and 56 closed out — a net gain of 49 holders — while 668 added to existing stakes and 603 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $300M. The largest seller was Gates Foundation Trust, cutting an estimated $713M.
- 1,690 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2015, up from 1,657 in Q1 2015.
- Funds reported $109B of Berkshire Hathaway Class B stock for Q2 2015, down 5.7% quarter-over-quarter.
- 105 funds opened new Berkshire Hathaway Class B positions in Q2 2015 and 56 closed out, a net change of +49 holders.
- The largest Berkshire Hathaway Class B buyer in Q2 2015 was SG Americas Securities, an estimated $300M added.
- The largest Berkshire Hathaway Class B seller in Q2 2015 was Gates Foundation Trust, an estimated $713M sold.
Based on aggregated 13F filings for Q2 2015.