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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
ANB
1801
Amarillo National Bank
Texas
$252K +$13.1K +79 +6%
AWE
1802
Avidian Wealth Enterprises
Texas
$250K
CBT
1803
Central Bank & Trust
Kentucky
$249K -$11.6K -70 -5%
PFC
1804
Phocas Financial Corp
California
$249K
ROTUOC
1805
Regents of the University of California
California
$249K +$244K +1,465 New
DE
1806
Day & Ennis
Georgia
$247K
CTA
1807
Chesley Taft & Associates
Illinois
$246K
GSBTD
1808
Glenview State Bank Trust Department
Illinois
$246K
IA
1809
Independence Advisors
Pennsylvania
$246K
RB
1810
Rodgers Brothers
Pennsylvania
$246K
AIS
1811
Accurate Investment Solutions
Pennsylvania
$246K +$33.3K +200 +16%
TIM
1812
Total Investment Management
Arizona
$245K -$49.9K -300 -17%
NFG
1813
NewFocus Financial Group
Washington
$245K +$241K +1,448 New
SAMC
1814
Spectrum Asset Management (California)
California
$243K -$41.6K -250 -15%
CF
1815
Corrigan Financial
Rhode Island
$243K
RPGK
1816
Retirement Planning Group (Kansas)
Kansas
$242K -$4.99K -30 -2%
BFM
1817
Boothbay Fund Management
New York
$241K -$106K -637 -31%
CC
1818
Cornerstone Capital
California
$240K
VWM
1819
Valley Wealth Managers
New Jersey
$237K -$54.1K -325 -19%
CISOA
1820
Capital Investment Services of America
Wisconsin
$237K
CCM
1821
Colorado Capital Management
Colorado
$237K
CWA
1822
Cypress Wealth Advisors
California
$236K -$737K -4,431 -76%
RWG
1823
Regal Wealth Group
California
$235K
OCM
1824
One Capital Management
California
$235K +$20.6K +124 +10%
VWM
1825
Venturi Wealth Management
Texas
$232K -$2.33K -14 -1%

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.