We are live on ! Find out more
BRK.B icon

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
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$752M -$15.2M -91,378 -2%
BBHC
27
Brown Brothers Harriman & Co
New York
$747M +$7.51M +45,126 +1%
Principal Financial Group
28
Principal Financial Group
Iowa
$689M +$1.73M +10,417 +0.3%
FMI
29
Fiduciary Management Inc
Wisconsin
$683M -$45.2M -271,727 -6%
UBS AM
30
UBS AM
Illinois
$662M +$25.9M +155,851 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$640M +$32M +192,652 +5%
Prudential Financial
32
Prudential Financial
New Jersey
$625M -$20.1M -120,560 -3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$617M -$16.5M -99,107 -3%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$613M -$44M -264,766 -7%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$605M +$275K +1,656 +0%
APG Asset Management
36
APG Asset Management
Netherlands
$591M -$81.3M -489,022 -12%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$589M +$5.24M +31,530 +0.9%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$569M -$10.2M -61,600 -2%
TA
39
Teachers Advisors
New York
$565M -$37.4M -224,621 -6%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$564M +$9.16M +55,081 +2%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$548M -$14.3M -86,268 -3%
Fidelity International
42
Fidelity International
Bermuda
$524M +$23.4M +140,417 +5%
Invesco
43
Invesco
Georgia
$510M +$4.46M +26,834 +0.9%
PPA
44
Parametric Portfolio Associates
Washington
$504M +$61.1M +367,250 +14%
Deutsche Bank
45
Deutsche Bank
Germany
$499M -$116M -699,129 -19%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$494M +$46.6M +280,300 +11%
Fisher Asset Management
47
Fisher Asset Management
Washington
$492M -$468M -2,812,966 -49%
SOMRS
48
State of Michigan Retirement System
Michigan
$473M +$49.9K +300 +0%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$464M -$715K -4,300 -0.2%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$462M +$2.2M +13,234 +0.5%

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.