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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
FUBT
1651
First United Bank & Trust
Maryland
$412K
RA
1652
RFG Advisory
Alabama
$410K -$19K -114 -5%
WA
1653
WESPAC Advisors
California
$408K +$200K +1,205 +100%
CCC
1654
Chelsea Counsel Company
California
$406K -$822K -4,940 -67%
LRIC
1655
Long Road Investment Counsel
Michigan
$406K
SNT
1656
Security National Trust
West Virginia
$406K
BCI
1657
Brinker Capital Investments
Pennsylvania
$405K +$36.9K +222 +10%
SOADOR
1658
State of Alaska Department of Revenue
Alaska
$404K +$26.6K +160 +7%
WPA
1659
West Paces Advisors
Georgia
$404K
JMFC
1660
J.M. Forbes & Co
Massachusetts
$403K
DLHL
1661
Donald L. Hagan LLC
Florida
$401K
WIP
1662
Wellesley Investment Partners
Massachusetts
$400K -$33.3K -200 -8%
BHB
1663
Bank Hapoalim BM
Israel
$400K +$29.6K +178 +8%
VFP
1664
Verus Financial Partners
Virginia
$399K -$8.98K -54 -2%
HBT
1665
Hills Bank & Trust
Iowa
$399K +$167K +1,005 +74%
PAS
1666
Partnervest Advisory Services
California
$396K -$133K -800 -25%
CAL
1667
Capital Analysts LLC
Pennsylvania
$395K +$388K +2,333 New
DAC
1668
Dividend Assets Capital
South Carolina
$392K
MFW
1669
Meristem Family Wealth
Minnesota
$392K
CIS
1670
Connors Investor Services
Pennsylvania
$391K -$39.9K -240 -9%
BAM
1671
Bruderman Asset Management
New York
$390K -$26.3K -158 -6%
EMG
1672
Ellington Management Group
Connecticut
$390K +$383K +2,300 New
FM
1673
Forward Management
California
$390K +$383K +2,300 New
AEPG
1674
American Economic Planning Group
New Jersey
$386K
CAM
1675
Congress Asset Management
Massachusetts
$386K

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.