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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
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$106M +$2.59M +15,589 +3%
DWA
152
Douglass Winthrop Advisors
New York
$105M +$1.87M +11,230 +2%
Stifel Financial
153
Stifel Financial
Missouri
$104M +$4.66M +28,035 +5%
MAMU
154
Marathon Asset Management (UK)
United Kingdom
$103M +$38.1M +229,042 +60%
OAC
155
OMERS Administration Corp
Ontario, Canada
$103M +$14.4M +86,305 +17%
American Century Companies
156
American Century Companies
Missouri
$102M -$900K -5,409 -0.9%
GC
157
Guggenheim Capital
Illinois
$102M -$2.75M -16,509 -3%
ACI
158
AMP Capital Investors
Australia
$102M +$5.56M +33,446 +6%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$99.7M +$3.58M +21,539 +4%
LDB
160
Lee, Danner & Bass
Tennessee
$98.1M -$692K -4,159 -0.7%
CCMH
161
Cornerstone Capital Management Holdings
New York
$96.4M -$14.5M -87,276 -13%
EIG
162
EdgePoint Investment Group
Ontario, Canada
$94.7M -$1.94M -11,670 -2%
DC
163
Davenport & Co
Virginia
$93.5M -$178K -1,071 -0.2%
VRS
164
Virginia Retirement Systems
Virginia
$93.5M +$5.82M +35,000 +7%
VNIM
165
Vaughan Nelson Investment Management
Texas
$92M +$16.1M +96,851 +22%
Comerica Bank
166
Comerica Bank
Texas
$91.5M -$1.27M -7,663 -1%
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$90.9M -$4.01M -24,136 -4%
TPSF
168
Texas Permanent School Fund
Texas
$90.4M -$3.53M -21,241 -4%
PI
169
Putnam Investments
Massachusetts
$90.1M +$2.26M +13,569 +3%
GLA
170
Great Lakes Advisors
Illinois
$89.7M +$11.4M +68,458 +15%
AACR
171
ACR Alpine Capital Research
Missouri
$89.5M -$4.81M -28,939 -5%
AI
172
Ariel Investments
Illinois
$89.2M +$6.8M +40,884 +8%
BO
173
BRR OpCo
Ohio
$86.8M +$2.48M +14,890 +3%
IVA
174
International Value Advisers
$86.8M +$6.67M +40,096 +8%
LPL Financial
175
LPL Financial
California
$85.9M +$83.2M +500,189 +7,135%

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.