Berkshire Hathaway Class B
BRK.B
1,949 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 738 increasing their positions, 773 reducing their positions, and 64 closing their positions.
44% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 64
11% more capital invested
Capital invested by funds: $149B → $166B (+$16.7B)
4.14% more ownership
Funds ownership: 67.2% → 71.34% (+4.1%)
4% more funds holding in top 10
Funds holding in top 10: 377 → 392 (+15)
8% more call options, than puts
Call options by funds: $1.52B | Put options by funds: $1.41B
1% more funds holding
Funds holding: 1,936 → 1,949 (+13)
5% less repeat investments, than reductions
Existing positions increased: 738 | Existing positions reduced: 773
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$8.02B |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
+$1.63B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$541M |
| 4 |
BlackRock
New York
|
+$418M |
| 5 |
Morgan Stanley
New York
|
+$409M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$197M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$103M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$80.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$75.2M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$69M |
BRK.B Hedge Fund Activity: Q3 2017 in Review
1,949 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2017, worth a combined $166B — up 11% from $149B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BRK.B positions and 64 closed out — a net gain of 28 holders — while 738 added to existing stakes and 773 trimmed.
The largest buyer was SFMG Wealth Advisors, adding an estimated $8.02B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $197M.
- 1,949 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2017, up from 1,936 in Q2 2017.
- Funds reported $166B of Berkshire Hathaway Class B stock for Q3 2017, up 11% quarter-over-quarter.
- 92 funds opened new Berkshire Hathaway Class B positions in Q3 2017 and 64 closed out, a net change of +28 holders.
- The largest Berkshire Hathaway Class B buyer in Q3 2017 was SFMG Wealth Advisors, an estimated $8.02B added.
- The largest Berkshire Hathaway Class B seller in Q3 2017 was BNP Paribas Financial Markets, an estimated $197M sold.
Based on aggregated 13F filings for Q3 2017.