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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
SHJ
1501
Sharkey, Howes & Javer
Colorado
$665K
MCM
1502
MV Capital Management
Maryland
$664K
HPWM
1503
Highland Private Wealth Management
Washington
$664K +$32.9K +198 +5%
KP
1504
Keel Point
Alabama
$655K
SGK
1505
Steigerwald Gordon & Koch
Virginia
$651K +$2.5K +15 +0.4%
TCM
1506
Tuttle Capital Management
Connecticut
$650K +$638K +3,835 New
OC
1507
Oakworth Capital
Alabama
$644K +$13.6K +82 +2%
FNFDCM
1508
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$643K
ST
1509
Sabal Trust
Florida
$643K +$204K +1,228 +48%
SIM
1510
Sadoff Investment Management
Wisconsin
$639K +$99.8K +600 +19%
PS
1511
Portfolio Solutions
Michigan
$638K
CC
1512
Colrain Capital
Massachusetts
$635K -$83.2K -500 -12%
HT
1513
Heritage Trust
Oklahoma
$632K -$317K -1,906 -34%
PPCM
1514
Pillar Pacific Capital Management
California
$632K -$10.1K -61 -2%
LCM
1515
LVM Capital Management
Michigan
$632K
SWA
1516
Sutton Wealth Advisors
Florida
$632K +$6.49K +39 +1%
OWIM
1517
Old West Investment Management
California
$628K -$370K -2,222 -37%
NFG
1518
Nadler Financial Group
Illinois
$626K +$2.99K +18 +0.5%
SIAS
1519
Shine Investment Advisory Services
Colorado
$626K +$36.6K +220 +6%
IT
1520
Independence Trust
Tennessee
$625K
NG
1521
NatWest Group
United Kingdom
$623K -$150K -902 -20%
IWA
1522
Intercontinental Wealth Advisors
Texas
$619K -$7.65K -46 -1%
Members Trust
1523
Members Trust
Florida
$618K +$20K +120 +3%
SMC
1524
Smith, Moore & Co
Missouri
$616K -$83.2K -500 -12%
TCM
1525
Tradition Capital Management
New Jersey
$615K

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.