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Berkshire Hathaway Class B

1,949 hedge funds and large institutions have $166B invested in Berkshire Hathaway Class B in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 738 increasing their positions, 773 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

11% more capital invested

Capital invested by funds: $149B → $166B (+$16.7B)

4.14% more ownership

Funds ownership: 67.2%71.34% (+4.1%)

4% more funds holding in top 10

Funds holding in top 10: 377392 (+15)

8% more call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.41B

1% more funds holding

Funds holding: 1,9361,949 (+13)

5% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 773

Holders
1,949
Holders Change
+13
Holders Change %
+0.67%
% of All Funds
48.59%
Holding in Top 10
392
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.98%
% of All Funds
9.77%
New
92
Increased
738
Reduced
773
Closed
64
Calls
$1.52B
Puts
$1.41B
Net Calls
+$107M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SSI
1801
Scott & Selber Inc
Texas
$275K
WSC
1802
Wellington Shields & Co
New York
$275K
KFA
1803
Kays Financial Advisory
Georgia
$274K -$12.9K -73 -5%
VST
1804
Van Strum & Towne
California
$274K
QC
1805
QCM Cayman
Texas
$273K +$263K +1,489 New
PO
1806
Private Ocean
California
$272K
AWE
1807
Avidian Wealth Enterprises
Texas
$271K
VWM
1808
Venturi Wealth Management
Texas
$269K +$14.1K +80 +6%
PCA
1809
Private Capital Advisors
Connecticut
$268K -$44.2K -250 -15%
GSBTD
1810
Glenview State Bank Trust Department
Illinois
$266K
CBT
1811
Central Bank & Trust
Kentucky
$265K -$4.42K -25 -2%
NFG
1812
NewFocus Financial Group
Washington
$265K
TIM
1813
Total Investment Management
Arizona
$265K
CTA
1814
Chesley Taft & Associates
Illinois
$263K -$2.65K -15 -1%
SAMC
1815
Spectrum Asset Management (California)
California
$263K
CF
1816
Corrigan Financial
Rhode Island
$263K
BMM
1817
Berkshire Money Management
Massachusetts
$261K +$247K +1,395 New
CISOA
1818
Capital Investment Services of America
Wisconsin
$257K
VWM
1819
Valley Wealth Managers
New Jersey
$257K
DDPIC
1820
Deroy & Devereaux Private Investment Counsel
Michigan
$257K +$19.4K +110 +9%
WAM
1821
Winslow Asset Management
Ohio
$257K +$26.5K +150 +12%
CCM
1822
Colorado Capital Management
Colorado
$255K -$2.47K -14 -1%
RWG
1823
Regal Wealth Group
California
$255K
RPGK
1824
Retirement Planning Group (Kansas)
Kansas
$254K -$7.07K -40 -3%
HBWM
1825
Hollow Brook Wealth Management
New York
$252K +$243K +1,376 New