Berkshire Hathaway Class B
BRK.B
1,933 hedge funds and large institutions have $148B invested in Berkshire Hathaway Class B in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 724 increasing their positions, 796 reducing their positions, and 57 closing their positions.
91% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 57
29% more call options, than puts
Call options by funds: $1.4B | Put options by funds: $1.08B
2% more funds holding
Funds holding: 1,901 → 1,933 (+32)
3% more capital invested
Capital invested by funds: $143B → $148B (+$4.16B)
0.65% less ownership
Funds ownership: 68.26% → 67.61% (-0.65%)
9% less repeat investments, than reductions
Existing positions increased: 724 | Existing positions reduced: 796
2% less funds holding in top 10
Funds holding in top 10: 383 → 375 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.1B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$751M |
| 3 |
State Street
Boston,
Massachusetts
|
+$234M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$227M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$205M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$837M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$349M |
| 3 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$197M |
| 4 |
D.E. Shaw & Co
New York
|
-$140M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$87.8M |
BRK.B Hedge Fund Activity: Q1 2017 in Review
1,933 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2017, worth a combined $148B — up 2.9% from $143B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new BRK.B positions and 57 closed out — a net gain of 52 holders — while 724 added to existing stakes and 796 trimmed.
The largest buyer was BlackRock, adding an estimated $16.1B. The largest seller was Gates Foundation Trust, cutting an estimated $837M.
- 1,933 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2017, up from 1,901 in Q4 2016.
- Funds reported $148B of Berkshire Hathaway Class B stock for Q1 2017, up 2.9% quarter-over-quarter.
- 109 funds opened new Berkshire Hathaway Class B positions in Q1 2017 and 57 closed out, a net change of +52 holders.
- The largest Berkshire Hathaway Class B buyer in Q1 2017 was BlackRock, an estimated $16.1B added.
- The largest Berkshire Hathaway Class B seller in Q1 2017 was Gates Foundation Trust, an estimated $837M sold.
Based on aggregated 13F filings for Q1 2017.