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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
JIR
1701
James Investment Research
Ohio
$356K +$333K +2,000 +2,000%
FI
1702
FormulaFolio Investments
Michigan
$353K -$719K -4,320 -67%
FA
1703
FC Advisory
Pennsylvania
$353K
BONST
1704
Bank of Nova Scotia Trust
Ontario, Canada
$352K
WFMPM
1705
Woodley Farra Manion Portfolio Management
Indiana
$352K +$40.8K +245 +13%
CBN
1706
Cadence Bank NA
Texas
$351K -$39.4K -237 -10%
CYG
1707
Clean Yield Group
Vermont
$349K
PCFFS
1708
Pacific Center for Financial Services
California
$349K
RP
1709
Rowlandmiller & Partners
Georgia
$348K
CHC
1710
City Holding Co
West Virginia
$347K
UBWV
1711
United Bank (West Virginia)
West Virginia
$346K
CWM
1712
Circle Wealth Management
New Jersey
$343K
HP
1713
HT Partners
Connecticut
$343K +$3.16K +19 +0.9%
AIM
1714
Arcadia Investment Management
Michigan
$340K
RWMH
1715
Riverpoint Wealth Management Holdings
Illinois
$340K +$15.5K +93 +5%
CCM
1716
Chickasaw Capital Management
Tennessee
$339K
ST
1717
Sageworth Trust
Pennsylvania
$339K
AC
1718
AFAM Capital
Texas
$339K +$332K +1,999 New
JFGLC
1719
Johnson Financial Group LLC (Colorado)
Colorado
$337K -$15.5K -93 -4%
SHGA
1720
Sand Hill Global Advisors
California
$334K -$160K -962 -33%
LCM
1721
Lucas Capital Management
New Jersey
$333K
APSP
1722
Asset Planning Services (Pennsylvania)
Pennsylvania
$332K
CHA
1723
Cedar Hill Associates
Illinois
$332K
MA
1724
MCF Advisors
Kentucky
$332K +$326K +1,959 New
OA
1725
Oxbow Advisors
Texas
$330K -$66.5K -400 -17%

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.