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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
MWNA
1776
Marshall Wace North America
New York
$272K +$267K +1,607 New
DK
1777
Darrell & King
Virginia
$271K -$166K -1,000 -38%
RCA
1778
Rex Capital Advisors
Rhode Island
$271K
LCM
1779
Liberty Capital Management
Michigan
$269K +$247K +1,488 +1,488%
FPCP
1780
Fort Point Capital Partners
California
$268K +$33.9K +204 +15%
Verition Fund Management
1781
Verition Fund Management
Connecticut
$266K -$233K -1,400 -47%
KFA
1782
Kays Financial Advisory
Georgia
$265K +$58.7K +353 +29%
REMPR
1783
Roof Eidam Maycock Peralta (REMP)
California
$263K
CIC
1784
Cornercap Investment Counsel
Georgia
$262K -$9.98K -60 -4%
DWM
1785
Dakota Wealth Management
Florida
$261K
MAM
1786
Marquette Asset Management
Minnesota
$261K
FBT
1787
First Bank & Trust
South Dakota
$261K +$64K +385 +33%
CCP
1788
Clarkston Capital Partners
Michigan
$259K
MCIA
1789
Mountain Capital Investment Advisors
Colorado
$259K +$254K +1,528 New
FNB
1790
Farmers National Bank
Kentucky
$258K -$160K -960 -39%
JCM
1791
Jag Capital Management
Missouri
$257K -$7.38M -44,394 -97%
ACM
1792
American Capital Management
New York
$254K -$39.9K -240 -14%
MC
1793
Mathes Company
New York
$254K
SSI
1794
Scott & Selber Inc
Texas
$254K
WSC
1795
Wellington Shields & Co
New York
$254K +$20.8K +125 +9%
CFN
1796
Cordasco Financial Network
Florida
$254K +$83.2K +500 +50%
VST
1797
Van Strum & Towne
California
$253K
VAM
1798
Visionary Asset Management
Texas
$253K +$249K +1,496 New
TI
1799
Truepoint Inc
Ohio
$252K -$109K -655 -32%
PO
1800
Private Ocean
California
$252K

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.