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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
BO
1851
Bank OZK
Arkansas
$210K +$206K +1,240 New
NCM
1852
Nelson Capital Management
California
$208K +$24.9K +150 +14%
FIM
1853
Foresters Investment Management
New York
$208K +$205K +1,231 New
AWM
1854
Affinity Wealth Management
Delaware
$205K
EWM
1855
Empirical Wealth Management
Washington
$203K -$8.32K -50 -4%
UBV
1856
United Bank (Virginia)
Virginia
$203K
BWM
1857
BigSur Wealth Management
Florida
$203K +$189K +1,138 New
ACP
1858
Aveo Capital Partners
Colorado
$202K +$198K +1,190 New
WFWM
1859
Wechter Feldman Wealth Management
New Jersey
$202K +$198K +1,191 New
LFA
1860
Landmark Financial Advisors
Kentucky
$200K +$197K +1,182 New
First Eagle Investment Management
1861
First Eagle Investment Management
New York
$195K
CHP
1862
Cable Hill Partners
Oregon
$192K
JWBC
1863
John W. Bristol & Co
New York
$189K
JWM
1864
Jacobus Wealth Management
Wisconsin
$186K
SC
1865
SRB Corp
Massachusetts
$186K +$6.65K +40 +4%
FMP
1866
Financial Management Professionals
Texas
$177K
HIIFS
1867
Harel Insurance Investments & Financial Services
Israel
$169K -$381K -2,292 -70%
NC
1868
NewSquare Capital
Pennsylvania
$168K -$160K -960 -49%
VCM
1869
Vigilant Capital Management
Maine
$167K
SGAM
1870
Smith Group Asset Management
Texas
$163K -$9.98K -60 -6%
IF
1871
Ironwood Financial
Arizona
$162K
WOC
1872
West Oak Capital
California
$162K
CP
1873
Corbenic Partners
Pennsylvania
$160K
SFG
1874
SevenBridge Financial Group
Pennsylvania
$151K
TFO
1875
Tarbox Family Office
California
$148K

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.