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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
EWM
301
Evercore Wealth Management
New York
$35.4M +$394K +2,366 +1%
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$35.4M -$1.04M -6,250 -3%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$35.3M +$1.13M +6,785 +3%
PAG
304
Private Advisor Group
New Jersey
$35.2M -$32.5M -195,621 -49%
ACM
305
Alta Capital Management
Utah
$34.4M -$527K -3,171 -2%
NG
306
Northstar Group
New York
$34.3M +$1.02M +6,131 +3%
MSV
307
MN Services Vermogensbeheer
Netherlands
$34.3M +$28.3M +169,931 +519%
TH
308
TCTC Holdings
Texas
$33.9M +$17.3K +104 +0.1%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$33.7M
SCI
310
S&CO Inc
Massachusetts
$33.7M -$23.3K -140 -0.1%
SIM
311
Sprucegrove Investment Management
Ontario, Canada
$33.6M -$9.2M -55,290 -22%
HCM
312
Hollencrest Capital Management
California
$33.5M -$19.6K -118 -0.1%
SAM
313
Sawgrass Asset Management
Florida
$33.3M -$600K -3,606 -2%
CC
314
Cadinha & Co
Hawaii
$32.9M +$929K +5,584 +3%
FCM
315
Flinton Capital Management
Pennsylvania
$32.8M -$238K -1,428 -0.7%
SIC
316
Salem Investment Counselors
North Carolina
$32.7M +$2.34M +14,041 +8%
Nomura Asset Management
317
Nomura Asset Management
Japan
$32.6M +$588K +3,535 +2%
SB
318
Suntrust Banks
Georgia
$32.6M -$21.6K -130 -0.1%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$32.5M -$3.04M -18,290 -9%
SAM
320
Securian Asset Management
Minnesota
$32.5M +$139K +834 +0.4%
CVM
321
Cheviot Value Management
California
$32.3M -$406K -2,443 -1%
CIM
322
Confluence Investment Management
Missouri
$32M +$1.69M +10,180 +6%
FWCM
323
Ferguson Wellman Capital Management
Oregon
$32M -$11.6M -69,526 -27%
SCA
324
STALEY CAPITAL ADVISERS
Pennsylvania
$31.5M +$1.41M +8,501 +5%
ECAM
325
East Coast Asset Management
Massachusetts
$31.4M +$3.87M +23,249 +14%

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.