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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
PAM
1751
Palisade Asset Management
Minnesota
$305K -$1.33K -8 -0.4%
HCM
1752
HM Capital Management
Missouri
$305K
CC
1753
Cedar Capital
Illinois
$302K +$12.1K +73 +4%
RSS
1754
Rosenblum Silverman Sutton
California
$301K
BA
1755
BKS Advisors
Michigan
$298K -$108K -650 -27%
BIG
1756
Bellwether Investment Group
Tennessee
$296K -$41.7K -251 -13%
SCI
1757
Stableford Capital II
Arizona
$296K
CCM
1758
CWH Capital Management
Washington
$294K +$11.6K +70 +4%
BC
1759
Barnett & Company
Tennessee
$294K +$114K +683 +65%
GHAM
1760
Gilman Hill Asset Management
Connecticut
$293K -$24.9K -150 -8%
AAS
1761
Annex Advisory Services
Wisconsin
$292K -$19.1K -115 -6%
PCA
1762
Private Capital Advisors
Connecticut
$290K +$26.6K +160 +10%
BCA
1763
Bray Capital Advisors
Florida
$287K
MCWS
1764
McKinley Carter Wealth Services
West Virginia
$285K -$4.49K -27 -2%
BFIC
1765
Bedell Frazier Investment Counselling
California
$284K +$279K +1,675 New
KL
1766
Kinsight LLC
Alabama
$283K
RP
1767
Riverbridge Partners
Minnesota
$279K
PIM
1768
Progressive Investment Management
Oregon
$278K
HWA
1769
Heritage Way Advisors
Illinois
$276K -$29.1K -175 -10%
PGA
1770
Portland Global Advisors
Maine
$276K
PHK
1771
Point72 Hong Kong
Hong Kong
$275K +$270K +1,626 New
TBNY
1772
Trustco Bank (New York)
New York
$274K +$269K +1,616 New
UF
1773
Univest Financial
Pennsylvania
$273K
PA
1774
Probity Advisors
Texas
$273K +$17.5K +105 +7%
NCM
1775
Narwhal Capital Management
Georgia
$272K -$266K -1,600 -50%

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.