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Berkshire Hathaway Class B

1,936 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 822 increasing their positions, 703 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 65

17% more repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 703

14% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.18B

1% more capital invested

Capital invested by funds: $148B → $149B (+$1.9B)

1% more funds holding in top 10

Funds holding in top 10: 374377 (+3)

0% more funds holding

Funds holding: 1,9321,936 (+4)

0.41% less ownership

Funds ownership: 67.61%67.2% (-0.41%)

Holders
1,936
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.27%
Holding in Top 10
377
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.4%
New
84
Increased
822
Reduced
703
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
226
Employees Retirement System of Texas
Texas
$56M -$499K -3,000 -0.9%
SCP
227
Seizert Capital Partners
Michigan
$55.9M -$1.05M -6,325 -2%
BC
228
Bartlett & Co
Ohio
$55.3M -$520K -3,126 -0.9%
VIM
229
Veritas Investment Management
United Kingdom
$54.8M +$6.3M +37,873 +13%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$54.3M +$5.24M +31,505 +11%
SAA
231
Southeast Asset Advisors
Georgia
$53.9M -$110K -662 -0.2%
PMG
232
Private Management Group
California
$52.2M -$620K -3,725 -1%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$50.8M +$7.31M +43,920 +17%
TBC
234
Tweedy, Browne Co
Connecticut
$50.7M -$238K -1,429 -0.5%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$50.5M +$49.6M +297,994 New
Public Sector Pension Investment Board (PSP Investments)
236
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.2M -$35.9M -215,700 -42%
SDIC
237
South Dakota Investment Council
South Dakota
$50.1M +$4.32M +26,000 +10%
BMO
238
Beck Mack & Oliver
New York
$49.8M -$439K -2,639 -0.9%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$49M +$1.86M +11,180 +4%
MWA
240
Marshall Wace Asia
Hong Kong
$49M +$20.3M +122,154 +73%
Rafferty Asset Management
241
Rafferty Asset Management
New York
$48.4M -$9.65M -58,030 -17%
MAA
242
Mraz Amerine & Associates
California
$47.6M -$101K -606 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$47.3M -$3.02M -18,150 -6%
BTS
244
BB&T Securities
Virginia
$47.1M +$8.92M +53,616 +24%
WIM
245
Wittenberg Investment Management
Massachusetts
$47.1M
CDH
246
Charles D. Hyman
$47M +$1.14M +6,850 +3%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$46.9M +$6.22M +37,394 +16%
SJL
248
Shayne & Jacobs LLC
Tennessee
$46.8M -$280K -1,681 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
249
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$46.6M
TF
250
TIAA FSB
Florida
$46.5M +$45.7M +274,694 New

BRK.B Hedge Fund Activity: Q2 2017 in Review

1,936 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2017, worth a combined $149B — up 1.3% from $148B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.B positions and 65 closed out — a net gain of 19 holders — while 822 added to existing stakes and 703 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was Gates Foundation Trust, cutting an estimated $832M.

  • 1,936 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2017, up from 1,932 in Q1 2017.
  • Funds reported $149B of Berkshire Hathaway Class B stock for Q2 2017, up 1.3% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class B positions in Q2 2017 and 65 closed out, a net change of +19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2017 was Vanguard Group, an estimated $490M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2017 was Gates Foundation Trust, an estimated $832M sold.

Based on aggregated 13F filings for Q2 2017.