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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
G
1726
GenTrust
Florida
$330K -$22.3K -134 -6%
IP
1727
Isthmus Partners
Wisconsin
$330K -$14K -84 -4%
FCIM
1728
Fairview Capital Investment Management
California
$329K -$12.5K -75 -4%
MGAM
1729
McGowan Group Asset Management
Texas
$329K -$5.99K -36 -2%
BW
1730
Biegel & Waller
Maryland
$329K
PFA
1731
Pure Financial Advisors
California
$328K +$46.7K +281 +17%
RAM
1732
Riggs Asset Management
Pennsylvania
$326K
TPWA
1733
TRUE Private Wealth Advisors
Oregon
$325K +$33.1K +199 +12%
FIM
1734
Fernwood Investment Management
Massachusetts
$323K
GA
1735
Greytown Advisors
Florida
$323K +$317K +1,905 New
DPI
1736
Diversified Portfolios Inc
Michigan
$322K
HCM
1737
HMS Capital Management
Tennessee
$322K
KLWA
1738
Kelly Lawrence W & Associates
California
$320K
LC
1739
LCNB Corp
Ohio
$319K +$6.82K +41 +2%
BMC
1740
Beaton Management Company
Massachusetts
$315K +$309K +1,857 New
B
1741
Bellecapital
Switzerland
$312K
PVWM
1742
Point View Wealth Management
New Jersey
$312K
HCM
1743
Hengehold Capital Management
Ohio
$311K -$24.9K -150 -8%
ODCM
1744
Old Dominion Capital Management
Virginia
$311K -$3.49K -21 -1%
GLRA
1745
Gerald L. Ray & Associates
Texas
$311K
HCM
1746
Hutchinson Capital Management
California
$311K
MCM
1747
Marathon Capital Management
Maryland
$309K
BWFA
1748
Baltimore-Washington Financial Advisors
Maryland
$308K
ACM
1749
AUA Capital Management
Pennsylvania
$308K +$212K +1,275 +234%
HCA
1750
Harbour Capital Advisors
Virginia
$306K -$16.6K -100 -5%

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.