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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
GH
251
GAM Holding
Switzerland
$45.4M +$1.75M +10,550 +4%
FFA
252
First Foundation Advisors
California
$45.3M -$18.1M -108,574 -29%
MSA
253
Mason Street Advisors
Wisconsin
$44.7M +$193K +1,160 +0.4%
SG Americas Securities
254
SG Americas Securities
New York
$44.5M -$14.9M -89,663 -25%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$44.2M +$1.28M +7,709 +3%
AIM
256
Allen Investment Management
New York
$44M -$1.65M -9,901 -4%
AAMU
257
AEGON Asset Management (UK)
United Kingdom
$43.9M -$5.39M -32,428 -11%
Lazard Asset Management
258
Lazard Asset Management
New York
$43.7M -$313K -1,879 -0.7%
VDBMI
259
Van Den Berg Management I
Texas
$43.6M -$1.43M -8,594 -3%
HNB
260
Huntington National Bank
Ohio
$43.5M -$498K -2,994 -1%
UAM
261
UAS Asset Management
New York
$43.4M +$9.98K +60 +0%
SBH
262
Segall Bryant & Hamill
Illinois
$43.4M -$654K -3,934 -2%
DADC
263
D.A. Davidson & Co
Montana
$43M +$859K +5,163 +2%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$42.2M +$83.5K +502 +0.2%
RI
265
RWWM Inc
California
$42.2M -$426K -2,559 -1%
LWM
266
Lenox Wealth Management
Ohio
$42.2M -$3.88M -23,320 -9%
Schroder Investment Management Group
267
Schroder Investment Management Group
United Kingdom
$42.1M +$2.94M +17,693 +8%
WP
268
WealthPLAN Partners
Nebraska
$42M +$38.2M +229,652 +1,256%
Massachusetts Financial Services
269
Massachusetts Financial Services
Massachusetts
$42M -$2.58M -15,510 -6%
FRM
270
Foundation Resource Management
Arkansas
$41.8M -$23.3K -140 -0.1%
CSIC
271
Clifford Swan Investment Counsel
California
$41.4M -$432K -2,599 -1%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$41.1M -$4.66K -28 -0%
Zurich Cantonal Bank
273
Zurich Cantonal Bank
Switzerland
$41M +$604K +3,634 +2%
BTW
274
Boston Trust Walden
Massachusetts
$40.5M +$2.35M +14,109 +6%
GT
275
Glenmede Trust
Pennsylvania
$40.2M

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.