Berkshire Hathaway Class B
BRK.B
1,901 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 666 increasing their positions, 749 reducing their positions, and 61 closing their positions.
233% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 61
21% more funds holding in top 10
Funds holding in top 10: 317 → 383 (+66)
16% more capital invested
Capital invested by funds: $124B → $143B (+$19.9B)
6% more funds holding
Funds holding: 1,796 → 1,901 (+105)
2% more call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.46B
0.97% more ownership
Funds ownership: 67.29% → 68.26% (+0.97%)
11% less repeat investments, than reductions
Existing positions increased: 666 | Existing positions reduced: 749
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$976M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$454M |
| 3 |
Morgan Stanley
New York
|
+$400M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$317M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$278M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$770M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$510M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$271M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$134M |
| 5 |
WP
Wedgewood Partners
St Louis,
Missouri
|
-$92.1M |
BRK.B Hedge Fund Activity: Q4 2016 in Review
1,901 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2016, worth a combined $143B — up 16% from $124B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new BRK.B positions and 61 closed out — a net gain of 142 holders — while 666 added to existing stakes and 749 trimmed.
The largest buyer was State Street, adding an estimated $976M. The largest seller was Gates Foundation Trust, cutting an estimated $770M.
- 1,901 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2016, up from 1,796 in Q3 2016.
- Funds reported $143B of Berkshire Hathaway Class B stock for Q4 2016, up 16% quarter-over-quarter.
- 203 funds opened new Berkshire Hathaway Class B positions in Q4 2016 and 61 closed out, a net change of +142 holders.
- The largest Berkshire Hathaway Class B buyer in Q4 2016 was State Street, an estimated $976M added.
- The largest Berkshire Hathaway Class B seller in Q4 2016 was Gates Foundation Trust, an estimated $770M sold.
Based on aggregated 13F filings for Q4 2016.