Berkshire Hathaway Class B
BRK.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.
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: 374 → 377 (+3)
0% more funds holding
Funds holding: 1,932 → 1,936 (+4)
0.41% less ownership
Funds ownership: 67.61% → 67.2% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$490M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
+$285M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$222M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$161M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gates Foundation Trust
Kirkland,
Washington
|
-$832M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$468M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$270M |
| 4 |
State Street
Boston,
Massachusetts
|
-$218M |
| 5 |
Bank of New York Mellon
New York
|
-$174M |
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.