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
CGL
1551
Clarius Group LLC
Washington
$564K +$2.99K +18 +0.5%
HDIM
1552
Hanson & Doremus Investment Management
Vermont
$562K +$36.3K +218 +7%
RT
1553
Rockland Trust
Massachusetts
$561K -$29.1K -175 -5%
FAM
1554
Fred Alger Management
New York
$557K -$144K -867 -21%
GWM
1555
Greenwich Wealth Management
Connecticut
$557K -$93.6K -563 -15%
OLA
1556
Oliver Luxxe Assets
New Jersey
$556K -$6.82K -41 -1%
GIP
1557
Greatmark Investment Partners
Georgia
$554K
CTA
1558
Colonial Trust Advisors
South Carolina
$552K +$49.9K +300 +10%
KTA
1559
Keeley-Teton Advisors
Illinois
$550K +$541K +3,250 New
RGIA
1560
Rainier Group Investment Advisory
Washington
$549K +$46.6K +280 +9%
FWSM
1561
First Wilshire Securities Management
California
$548K
CIAS
1562
Capital Investment Advisory Services
North Carolina
$546K +$22.3K +134 +4%
BMC
1563
Benin Management Corp
Connecticut
$545K +$150K +900 +39%
CICI
1564
Capital Investment Counsel Inc
North Carolina
$545K +$536K +3,220 New
AA
1565
Alesco Advisors
New York
$544K
IWA
1566
Inspirion Wealth Advisors
Illinois
$541K -$53.2K -320 -9%
TDC
1567
Thompson Davis & Co
Virginia
$536K -$292K -1,755 -36%
GAM
1568
Gemmer Asset Management
California
$536K
NSAM
1569
North Star Asset Management
Wisconsin
$530K
EB
1570
Eastern Bank
Massachusetts
$529K
CFA
1571
Capstone Financial Advisors
Illinois
$525K -$92.6K -557 -15%
KA
1572
Klingman & Associates
New York
$525K -$28.1K -169 -5%
ICM
1573
IMS Capital Management
Oregon
$525K +$15.8K +95 +3%
IPAM
1574
ICICI Prudential Asset Management
India
$525K
PPSG
1575
Princeton Portfolio Strategies Group
New Jersey
$521K -$16.6K -100 -3%

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.