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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
Wellington Management Group
126
Wellington Management Group
Massachusetts
$139M -$4.98M -29,918 -4%
US Bancorp
127
US Bancorp
Minnesota
$137M +$862K +5,183 +0.6%
MVIP
128
Mar Vista Investment Partners
California
$137M -$3.42M -20,541 -2%
Allianz Asset Management
129
Allianz Asset Management
Germany
$136M -$4.23M -25,461 -3%
BGIM
130
Brandywine Global Investment Management
Pennsylvania
$135M -$5.51M -33,128 -4%
AIG
131
American International Group
New York
$128M +$525K +3,154 +0.4%
GEM
132
Global Endowment Management
North Carolina
$128M
GIM
133
Greylin Investment Management
Virginia
$128M -$150K -900 -0.1%
AAMU
134
Amundi Asset Management US
Massachusetts
$127M +$124M +747,850 New
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$126M +$6.12M +36,813 +5%
Nordea Investment Management
136
Nordea Investment Management
Sweden
$125M +$19.1M +114,829 +18%
ESBC
137
E.S. Barr & Co
Kentucky
$123M -$1.82M -10,926 -1%
PC
138
Polar Capital
United Kingdom
$120M +$4.16M +25,002 +4%
AAM
139
Aberdeen Asset Management
United Kingdom
$118M +$5.21M +31,309 +5%
GC
140
Giverny Capital
Quebec, Canada
$117M +$2.55M +15,312 +2%
SCM
141
Smead Capital Management
Arizona
$116M -$2.71M -16,308 -2%
PI
142
PGGM Investments
Netherlands
$116M -$1.72M -10,349 -1%
USAA
143
United Services Automobile Association
Texas
$112M -$2.23M -13,435 -2%
HFS
144
HL Financial Services
Kentucky
$112M +$2M +12,050 +2%
JFL
145
Jarislowsky, Fraser Ltd
Quebec, Canada
$111M +$19M +114,495 +21%
HighTower Advisors
146
HighTower Advisors
Illinois
$111M +$5.63M +33,840 +5%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$111M +$6.64M +39,907 +6%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$111M +$21.7M +130,210 +25%
Axa
149
Axa
France
$110M -$20.6M -123,564 -16%
FMI
150
Factory Mutual Insurance
Massachusetts
$107M

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.