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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
CAL
1901
Capital Advisors Ltd
Ohio
$64K
AW
1902
Alpha Windward
Massachusetts
$57K -$1.66K -10 -3%
AA
1903
AlphaMark Advisors
Kentucky
$51K
MUS
1904
Mitsubishi UFJ Securities
Japan
$51K +$13.3K +80 +36%
AWA
1905
Artemis Wealth Advisors
New York
$50.8K
WAS
1906
WESPAC Advisors SoCal
California
$45K
ED
1907
Exane Derivatives
France
$41K -$1.66K -10 -4%
RI
1908
Redwood Investments
Massachusetts
$38K -$15.3M -91,782 -100%
AI
1909
ArchPoint Investors
Florida
$38K
DIA
1910
Davidson Investment Advisors
Montana
$36K -$83.2K -500 -70%
CAM
1911
Cacti Asset Management
Georgia
$34K
GGHC
1912
Gilder Gagnon Howe & Co
New York
$34K
LWA
1913
Lowe Wealth Advisors
Maryland
$34K
PFGIA
1914
Patriot Financial Group Insurance Agency
Massachusetts
$34K
SAM
1915
Shamrock Asset Management
Texas
$34K
SFPIA
1916
Stevens First Principles Investment Advisors
California
$30K
HWM
1917
Holloway Wealth Management
Florida
$29K
DSN
1918
D. Scott Neal
Kentucky
$25K +$24.9K +150 New
HCC
1919
Hirtle Callaghan & Co
Pennsylvania
$24K -$4.67M -28,086 -100%
GEA
1920
Glen Eagle Advisors
New Jersey
$18.6K -$1.5K -9 -8%
ST
1921
Somerset Trust
Pennsylvania
$17K
MFBTD
1922
MB Financial Bank - Trust Department
Illinois
$17K +$16.6K +100 New
BCFS
1923
Butensky & Cohen Financial Security
Florida
$15K
Walleye Trading
1924
Walleye Trading
New York
$8.26K -$792K -4,764 -9%
RIA
1925
RPG Investment Advisory
California
$8K +$8.32K +50 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.