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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
CWP
1826
Capital Wealth Planning
Florida
$232K
SCM
1827
Southport Capital Management
Tennessee
$232K +$24.9K +150 +12%
BSWMG
1828
Barrington Strategic Wealth Management Group
Illinois
$230K -$11.5K -69 -5%
PHAM
1829
Palisades Hudson Asset Management
Florida
$228K
AA
1830
ALPS Advisors
Colorado
$226K -$435K -2,617 -66%
BCM
1831
BTC Capital Management
Iowa
$225K +$12.6K +76 +6%
AIP
1832
Almanack Investment Partners
Pennsylvania
$224K -$41.6K -250 -16%
FPIS
1833
Financial Planning & Information Services
Wisconsin
$224K -$20.6K -124 -9%
DA
1834
Doliver Advisors
Texas
$224K +$220K +1,320 New
OPTFSNA
1835
Old Point Trust & Financial Services N A
Virginia
$221K -$8.32K -50 -4%
BIM
1836
Bridgecreek Investment Management
Oklahoma
$220K
DDPIC
1837
Deroy & Devereaux Private Investment Counsel
Michigan
$219K
SSG
1838
Summit Securities Group
New York
$218K -$224K -1,347 -51%
HPIA
1839
Hamilton Point Investment Advisors
North Carolina
$216K +$212K +1,276 New
SCM
1840
Shapiro Capital Management
Georgia
$215K
KIC
1841
Keating Investment Counselors
Florida
$215K
RFWA
1842
RPg Family Wealth Advisory
Massachusetts
$214K +$68.2K +410 +48%
FLI
1843
Family Legacy Inc
South Carolina
$213K +$209K +1,256 New
PCA
1844
Peddock Capital Advisors
Massachusetts
$213K +$209K +1,259 New
MAM
1845
Mastrapasqua Asset Management
Tennessee
$212K -$12.5K -75 -6%
CCM
1846
Cohen Capital Management
California
$212K
KIM
1847
Karpus Investment Management
New York
$212K
WAM
1848
Winslow Asset Management
Ohio
$212K
SIC
1849
Shoker Investment Counsel
Ohio
$211K
RC
1850
RBF Capital
California
$210K

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.