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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
SWA
276
SFMG Wealth Advisors
Texas
$40.2M +$100K +604 +0.3%
OAM
277
Oppenheimer Asset Management
New York
$40.1M +$1.11M +6,650 +3%
Calamos Advisors
278
Calamos Advisors
Illinois
$39.7M +$98.1K +590 +0.3%
MOACM
279
Mutual of America Capital Management
New York
$39.2M +$155K +931 +0.4%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$39.1M
B
281
BP
United Kingdom
$39M
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.8M -$182K -1,097 -0.5%
BFS
283
Bradley Foster & Sargent
Connecticut
$38.6M +$1.49M +8,950 +4%
PCI
284
Pacifica Capital Investments
Texas
$38.5M -$304K -1,826 -0.8%
SCM
285
Stevens Capital Management
Pennsylvania
$38.4M +$3.4M +20,431 +10%
MAM
286
Martingale Asset Management
Massachusetts
$38.4M +$13.7M +82,668 +57%
PP
287
Prospector Partners
Connecticut
$38.3M -$1.02M -6,140 -3%
CG
288
Colony Group
Massachusetts
$38.3M -$235K -1,414 -0.6%
Nisa Investment Advisors
289
Nisa Investment Advisors
Missouri
$38.2M +$2.92M +17,563 +8%
WRF
290
Waddell & Reed Financial
Kansas
$37.8M -$15.6M -93,500 -30%
WJA
291
Williams Jones & Associates
New York
$37.6M +$1.53M +9,209 +4%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$37.6M -$1.6M -9,604 -4%
EIA
293
Edgemoor Investment Advisors
Maryland
$37.2M +$185K +1,113 +0.5%
BJ
294
Brouwer & Janachowski
California
$36.8M +$595K +3,580 +2%
CBOA
295
Commonwealth Bank of Australia
Australia
$36.7M -$227K -1,365 -0.6%
AB
296
Amalgamated Bank
New York
$36.7M +$13.9M +83,279 +62%
V
297
Veritable
Delaware
$36.6M +$9.31K +56 +0%
CBCM
298
Cook & Bynum Capital Management
Alabama
$36.3M
PTC
299
Philadelphia Trust Company
Pennsylvania
$35.8M -$854K -5,137 -2%
HPC
300
HM Payson & Co
Maine
$35.8M +$262K +1,575 +0.8%

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.