Berkshire Hathaway Class B
BRK.B
2,160 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 758 increasing their positions, 813 reducing their positions, and 52 closing their positions.
442% more first-time investments, than exits
New positions opened: 282 | Existing positions closed: 52
18% more call options, than puts
Call options by funds: $2.2B | Put options by funds: $1.86B
13% more funds holding in top 10
Funds holding in top 10: 392 → 441 (+49)
11% more funds holding
Funds holding: 1,949 → 2,160 (+211)
9% more capital invested
Capital invested by funds: $166B → $180B (+$14.4B)
7% less repeat investments, than reductions
Existing positions increased: 758 | Existing positions reduced: 813
2.89% less ownership
Funds ownership: 71.34% → 68.45% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$516M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$396M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$356M |
| 4 |
JP Morgan Chase
New York
|
+$317M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$256M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$8.61B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$949M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$312M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$309M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$242M |
BRK.B Hedge Fund Activity: Q4 2017 in Review
2,160 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2017, worth a combined $180B — up 8.6% from $166B a quarter earlier.
Buyers outnumbered sellers: 282 funds opened new BRK.B positions and 52 closed out — a net gain of 230 holders — while 758 added to existing stakes and 813 trimmed.
The largest buyer was State Street, adding an estimated $516M. The largest seller was SFMG Wealth Advisors, cutting an estimated $8.61B.
- 2,160 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2017, up from 1,949 in Q3 2017.
- Funds reported $180B of Berkshire Hathaway Class B stock for Q4 2017, up 8.6% quarter-over-quarter.
- 282 funds opened new Berkshire Hathaway Class B positions in Q4 2017 and 52 closed out, a net change of +230 holders.
- The largest Berkshire Hathaway Class B buyer in Q4 2017 was State Street, an estimated $516M added.
- The largest Berkshire Hathaway Class B seller in Q4 2017 was SFMG Wealth Advisors, an estimated $8.61B sold.
Based on aggregated 13F filings for Q4 2017.