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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
GCMG
1601
Gyroscope Capital Management Group
Florida
$476K +$83.2K +500 +22%
BRF
1602
B. Riley Financial
California
$474K
CMP
1603
Courage Miller Partners
Virginia
$474K
FCM
1604
Fairbanks Capital Management
California
$474K
MC
1605
Matisse Capital
Oregon
$474K
SCA
1606
Stonebridge Capital Advisors
Minnesota
$473K -$103K -622 -18%
CPC
1607
Cookson Peirce & Co
Pennsylvania
$473K +$44.9K +270 +11%
TAM
1608
Trillium Asset Management
Massachusetts
$467K
WA
1609
Wheatland Advisors
Pennsylvania
$466K
CAS
1610
Cue Advisory Services
Arizona
$463K -$35.9K -216 -7%
IIM
1611
Ironwood Investment Management
Massachusetts
$463K +$4.49K +27 +1%
DRD
1612
Dennis R. Delaney
$462K -$2.5K -15 -0.5%
FNBOH
1613
First National Bank of Hutchinson
Kansas
$462K
RCM
1614
RNC Capital Management
California
$460K +$333 +2 +0.1%
BTIS
1615
BB&T Investment Services
North Carolina
$459K +$365K +2,193 +418%
SAM
1616
Sequent Asset Management
Texas
$457K -$104K -625 -19%
GKWIM
1617
Gerber Kawasaki Wealth & Investment Management
California
$454K -$49.9K -300 -10%
SQA
1618
Simon Quick Advisors
New Jersey
$454K +$379K +2,280 +570%
PC
1619
Permit Capital
Pennsylvania
$453K +$79K +475 +22%
Aristotle Capital Management
1620
Aristotle Capital Management
California
$449K
WMC
1621
Westwood Management Corporation
Illinois
$449K
HIM
1622
HughesLittle Investment Management
$447K
CP
1623
Cumberland Partners
Ontario, Canada
$445K -$16.6K -100 -4%
PP
1624
PagnatoKarp Partners
Virginia
$441K +$6.99K +42 +2%
NBC
1625
Neuberger Berman Canada
Ontario, Canada
$440K

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.