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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
MWPCG
1851
Measured Wealth Private Client Group
New Hampshire
$217K +$209K +1,185 New
FCAG
1852
First Capital Advisors Group
New Jersey
$215K +$207K +1,172 New
MIM
1853
Montgomery Investment Management
Maryland
$212K +$204K +1,154 New
IC
1854
Investment Counsel
Michigan
$212K +$204K +1,155 New
First Eagle Investment Management
1855
First Eagle Investment Management
New York
$211K
AHC
1856
Adell Harriman & Carpenter
Texas
$211K +$203K +1,149 New
CAM
1857
Concorde Asset Management
Michigan
$210K +$201K +1,135 New
FIAS
1858
FinTrust Investment Advisory Services
South Carolina
$210K +$202K +1,144 New
AC
1859
Allstate Corporation
Illinois
$208K -$3.94M -22,309 -95%
SFS
1860
Summit Financial Strategies
Ohio
$208K +$200K +1,134 New
SFS
1861
Strategic Financial Services
New York
$207K +$199K +1,128 New
NFP
1862
Narus Financial Partners
Utah
$207K +$200K +1,130 New
EWM
1863
Empirical Wealth Management
Washington
$206K -$13.8K -78 -7%
LFA
1864
Landmark Financial Advisors
Kentucky
$206K -$10.1K -57 -5%
JWBC
1865
John W. Bristol & Co
New York
$204K
ACP
1866
Aveo Capital Partners
Colorado
$203K -$14.5K -82 -7%
JWM
1867
Jacobus Wealth Management
Wisconsin
$202K
CAM
1868
Chesapeake Asset Management
New York
$202K +$194K +1,100 New
CI
1869
Cavalier Investments
Georgia
$200K +$193K +1,092 New
CP
1870
Corbenic Partners
Pennsylvania
$197K +$23K +130 +14%
FMP
1871
Financial Management Professionals
Texas
$192K
HIIFS
1872
Harel Insurance Investments & Financial Services
Israel
$188K +$4.95K +28 +3%
BRC
1873
Bell Rock Capital
Delaware
$184K +$92.1K +521 +109%
SC
1874
SRB Corp
Massachusetts
$181K -$19.1K -108 -10%
NC
1875
NewSquare Capital
Pennsylvania
$181K