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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
SFG
1676
StrategIQ Financial Group
Indiana
$385K +$29.9K +180 +9%
DWM
1677
Darwin Wealth Management
Florida
$384K +$7.65K +46 +2%
BI
1678
Boulegeris Investments
Georgia
$382K
CCMG
1679
Clark Capital Management Group
Pennsylvania
$381K -$26.9K -162 -7%
MTC
1680
McDaniel Terry & Co
Texas
$381K
OAMG
1681
Odey Asset Management Group
United Kingdom
$381K
OCAM
1682
Onex Canada Asset Management
Ontario, Canada
$380K
VSWA
1683
Vontobel Swiss Wealth Advisors
Switzerland
$379K
LCP
1684
Legacy Capital Partners
Wisconsin
$378K
OSNBOA
1685
Old Second National Bank of Aurora
Illinois
$373K
PAS
1686
Park Avenue Securities
New York
$371K +$342K +2,057 New
HHGA
1687
Halbert Hargrove Global Advisors
California
$369K +$4.16K +25 +1%
GAG
1688
GM Advisory Group
New York
$368K -$125K -750 -26%
HCM
1689
Hodges Capital Management
Texas
$366K +$24.9K +150 +7%
SPWA
1690
SteelBridge Private Wealth Advisors
Florida
$366K +$34.3K +206 +11%
CTB
1691
Country Trust Bank
Illinois
$364K -$16.6K -100 -4%
MMG
1692
Monetary Management Group
Missouri
$364K
DLCIG
1693
D.L. Carlson Investment Group
New Hampshire
$363K -$16.6K -100 -4%
FNBTCON
1694
First National Bank & Trust Co of Newtown
Pennsylvania
$362K -$58.2K -350 -14%
LIM
1695
Lagoda Investment Management
New York
$362K -$16.6K -100 -4%
SC
1696
Stratford Consulting
Texas
$362K
MAA
1697
Matrix Asset Advisors
New York
$360K +$4.82K +29 +1%
RCM
1698
Radnor Capital Management
Pennsylvania
$359K
AIM
1699
Acropolis Investment Management
Missouri
$358K
JCM
1700
Janney Capital Management
Pennsylvania
$356K -$283K -1,700 -45%

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.