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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
SJIM
1876
St. Johns Investment Management
Florida
$132K
CIA
1877
Cascade Investment Advisors
Oregon
$130K
DPA
1878
Delphi Private Advisors
California
$120K -$499 -3 -0.4%
BG
1879
Bollard Group
Massachusetts
$119K
RFM
1880
Royal Fund Management
Florida
$117K +$92.3K +555 +405%
NSB
1881
Norway Savings Bank
Maine
$109K +$14.1K +85 +15%
MWM
1882
MinichMacGregor Wealth Management
New York
$105K
PRS
1883
Pinkerton Retirement Specialists
Idaho
$105K +$103K +622 New
BCP
1884
Blue Chip Partners
Michigan
$104K +$102K +616 New
WAM
1885
Watermark Asset Management
California
$101K
VIP
1886
Vantage Investment Partners
Missouri
$96K
UWPG
1887
Ullmann Wealth Partners Group
Florida
$88K +$4.16K +25 +5%
FCT
1888
Family Capital Trust
Massachusetts
$85K -$16.6K -100 -17%
CRM
1889
Cramer Rosenthal McGlynn
Connecticut
$85K
SAM
1890
Solaris Asset Management
New York
$85K
PR
1891
Payden & Rygel
California
$84K
FPF
1892
FNY Partners Fund
New York
$84K +$83.2K +500 New
BRC
1893
Bell Rock Capital
Delaware
$82K +$38.3K +230 +92%
RBC
1894
Roble Belko & Company
Pennsylvania
$80K
FMTCOCP
1895
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79.6K
IDBONY
1896
Israel Discount Bank of New York
New York
$79K -$16.6K -100 -18%
FFC
1897
First Financial Corp
Indiana
$75K
MIC
1898
MU Investments Company
Japan
$71K -$23.3K -140 -25%
CWM
1899
Cranbrook Wealth Management
Michigan
$68K
HH
1900
HWG Holdings
Texas
$65K +$64K +385 New

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.